Greenhaven Associates
As of Q1 2026, this manager reported 27 long-equity positions worth $6.07B in aggregate.
As of Q1 2026, Greenhaven Associates's Greenhaven Associates held 27 long-equity positions with a reported value of $6.07B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 23 of 32 rows. Rows without a quote are marked unavailable.
| 1 | LEN | Lennar Corporation - A (LEN) | 14.88% | Reduce -0.6% | 9,264,265 | $838.42M | $90.50 | |
| 2 | GS | Goldman Sachs (GS) | 13.29% | Reduce -1.3% | 2,180,876 | $748.87M | $343.38 | |
| 3 | JPM | J P Morgan Chase (JPM) | 11.42% | Reduce -0.5% | 4,795,784 | $643.11M | $134.10 | |
| 4 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 9.15% | Add +3.3% | 15,319,003 | $515.33M | No quote | No quote |
| 5 | WHR | Whirlpool Corp (WHR) | 6.80% | Reduce -4.4% | 2,708,575 | $383.16M | $141.46 | |
| 6 | WRK | Westrock CO (WRK) | 6.20% | Reduce -0.1% | 9,934,524 | $349.3M | No quote | No quote |
| 7 | C | Citigroup Inc (C) | 6.17% | Add +6.3% | 7,682,300 | $347.47M | $45.23 | |
| 8 | DHI | D R Horton, Inc. (DHI) | 5.95% | Reduce -0.5% | 3,762,023 | $335.35M | $89.14 | |
| 9 | TOL | Toll Brothers, Inc. (TOL) | 4.75% | Reduce -0.1% | 5,354,869 | $267.32M | $49.92 | |
| 10 | PHM | PulteGroup Inc. (PHM) | 4.55% | Add +6.0% | 5,623,990 | $256.06M | $45.53 | |
| 11 | IP | International Paper Co (IP) | 3.74% | Add +22.1% | 6,081,825 | $210.61M | No quote | No quote |
| 12 | OSK | Oshkosh Corp (OSK) | 2.72% | Reduce -0.1% | 1,737,674 | $153.25M | $88.19 | |
| 13 | LEA | Lear Corporation (LEA) | 2.28% | Add +4.3% | 1,035,050 | $128.37M | $124.02 | |
| 14 | SWK | Stanley Black & Decker INC (SWK) | 1.72% | Reduce -2.8% | 1,289,757 | $96.89M | $75.12 | |
| 15 | MTH | Meritage Homes Corp (MTH) | 1.34% | Add +3.4% | 819,751 | $75.58M | $92.20 | |
| 16 | CRH | CRH PLC - Sponsored ADR (CRH) | 1.28% | Add +0.7% | 1,808,045 | $71.94M | No quote | No quote |
| 17 | AVT | Avnet Inc (AVT) | 0.99% | Reduce -0.2% | 1,340,170 | $55.72M | $41.58 | |
| 18 | LEN/B | Lennar Corporation - B SHS (LEN/B)CUSIP 526057302 | 0.77% | Add +1.6% | 579,464 | $43.33M | No quote | No quote |
| 19 | BAC | Bank of America Corp (BAC) | 0.74% | New | 1,254,500 | $41.55M | $33.12 | |
| 20 | GIL | Gildan Activewear Inc (GIL) | 0.55% | Add +18.7% | 1,123,600 | $30.79M | $27.40 | |
| 21 | PSQ | Proshares Short QQQ (PSQ) | 0.26% | - | 1,005,000 | $14.79M | No quote | No quote |
| 22 | SH | Proshares Short S&P500 (SH) | 0.20% | - | 695,000 | $11.14M | No quote | No quote |
| 23 | ALV | Autoliv Inc. (ALV) | 0.11% | Reduce -9.6% | 78,040 | $5.98M | $76.58 | |
| 24 | MDC | M.D.C. Holdings, Inc. (MDC) | 0.04% | Reduce -34.8% | 66,559 | $2.1M | No quote | No quote |
| 25 | SCHW | Charles Schwab Corporation (SCHW) | 0.03% | - | 20,000 | $1.67M | $83.26 | |
| 26 | A | Agilent Technologies, Inc. (A) | 0.03% | - | 10,700 | $1.6M | $149.65 | |
| 27 | BIL | SPDR Bloomberg 1-3 Month T-B (BIL) | 0.02% | Reduce -2.1% | 11,655 | $1.07M | $91.47 | |
| 28 | MS | Morgan Stanley (MS) | 0.02% | - | 10,000 | $850.2K | $85.02 | |
| 29 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $420.77K | $207.07 | |
| 30 | BRK/B | Berkshire Hathaway Inc. Class B (BRK/B)CUSIP 084670702 | 0.01% | - | 1,001 | $309.21K | No quote | No quote |
| 31 | MMM | 3M Company (MMM) | 0.01% | - | 2,368 | $283.97K | $119.92 | |
| 32 | FTI | Technipfmc PLC (FTI) | 0.00% | - | 15,500 | $188.95K | $12.19 |