Greenhaven Associates
As of Q2 2026, Greenhaven Associates reported 28 long-equity positions worth $8.66B in aggregate.
Copy-investor backtest
- Latest quarter
- +16.39%
- 1-year
- +22.78%
- 3-year
- +55.78%
- 5-year
- +56.69%
- 3-year vs S&P 500
- -9.02%
- 5-year vs S&P 500
- -12.61%
- 5-year top 5
- +45.94%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 10 of 34 rows. Rows without a quote are marked unavailable.
| 1 | LOW | Lowe's Companies, Inc. (LOW) | 12.89% | Reduce -2.8% | 11,530,169 | $548.95M | $47.61 | No quote |
| 2 | FDX | FedEx Corp (FDX) | 12.09% | Reduce -2.7% | 4,508,905 | $514.51M | $114.11 | No quote |
| 3 | - | Baker Hughes Inc. (BHI)CUSIP 57224107 | 10.34% | New | 8,963,506 | $440.11M | No quote | No quote |
| 4 | - | Air Products & Chemicals (APD)CUSIP 9158106 | 9.29% | New | 3,710,800 | $395.46M | No quote | No quote |
| 5 | UPS | United Parcel Service (UPS) | 8.54% | Reduce -1.4% | 3,979,100 | $363.57M | $91.37 | No quote |
| 6 | WHR | Whirlpool Corp (WHR) | 7.61% | Reduce -0.3% | 2,212,956 | $324.07M | $146.44 | No quote |
| 7 | MMM | 3M Company (MMM) | 7.36% | Reduce -4.5% | 2,623,166 | $313.23M | $119.41 | No quote |
| 8 | DVN | Devon Energy Corp (DVN) | 5.95% | Add +10.8% | 4,385,180 | $253.29M | $57.76 | No quote |
| 9 | TEL | TE Connectivity Ltd (TEL) | 5.74% | Reduce -0.8% | 4,719,368 | $244.37M | $51.78 | No quote |
| 10 | - | Boeing Company (BA)CUSIP 97023105 | 4.88% | New | 1,767,483 | $207.68M | No quote | No quote |
| 11 | A | Agilent Technologies, Inc. (A) | 4.58% | Reduce -1.2% | 3,801,349 | $194.82M | $51.25 | No quote |
| 12 | LUV | Southwest Airlines (LUV) | 3.90% | Add +3.7% | 11,408,684 | $166.11M | $14.56 | No quote |
| 13 | PX | Praxair Inc. (PX) | 1.63% | Reduce -17.8% | 578,825 | $69.58M | No quote | No quote |
| 14 | MSFT | Microsoft Corp (MSFT) | 1.49% | New | 1,904,875 | $63.39M | $33.28 | No quote |
| 15 | SPN | Superior Energy Services Inc. (SPN) | 1.18% | New | 2,001,010 | $50.11M | No quote | No quote |
| 16 | RVTY | Perkinelmer, Inc. (PKI) | 1.08% | Reduce -26.5% | 1,217,615 | $45.97M | No quote | No quote |
| 17 | - | Avnet Inc. (AVT)CUSIP 53807103 | 0.62% | New | 630,140 | $26.28M | No quote | No quote |
| 18 | - | Arrow Electronics (ARW)CUSIP 42735100 | 0.50% | New | 441,650 | $21.43M | No quote | No quote |
| 19 | - | RHJ International (RHJI)CUSIP B06S4F0BE | 0.17% | - | 1,856,194 | $7.18M | No quote | No quote |
| 20 | PAA | Plains All Amer Pipeline LP (PAA) | 0.10% | - | 83,000 | $4.37M | No quote | No quote |
| 21 | - | American Independence Corp (AMIC)CUSIP 26760405 | 0.05% | New | 200,639 | $2M | No quote | No quote |
| 22 | AMTD | TD Ameritrade (AMTD) | 0.01% | Reduce -0.6% | 16,330 | $428K | No quote | No quote |
| 23 | PLL | Pall Corporation (PLL) | 0.01% | - | 3,500 | $270K | No quote | No quote |
| 34 | UNP | Union Pacific Corp (UNP) | - | Sold | 0 | $0 | No quote | No quote |
| 33 | MOLXA | Molex Inc. - CL A (MOLXA) | - | Sold | 0 | $0 | No quote | No quote |
| 32 | MOLX | Molex Inc. (MOLX) | - | Sold | 0 | $0 | No quote | No quote |
| 31 | MHK | Mohawk Industries Inc. (MHK) | - | Sold | 0 | $0 | No quote | No quote |
| 30 | LII | Lennox International Inc. (LII) | - | Sold | 0 | $0 | No quote | No quote |
| 29 | BA | Boeing Company (BA) | - | Sold | 0 | $0 | No quote | No quote |
| 28 | BHI | Baker Hughes Inc. (BHI) | - | Sold | 0 | $0 | No quote | No quote |
| 27 | AVT | Avnet Inc. (AVT) | - | Sold | 0 | $0 | No quote | No quote |
| 26 | ARW | Arrow Electronics (ARW) | - | Sold | 0 | $0 | No quote | No quote |
| 25 | AMIC | American Independence Corp (AMIC) | - | Sold | 0 | $0 | No quote | No quote |
| 24 | APD | Air Products & Chemicals (APD) | - | Sold | 0 | $0 | No quote | No quote |