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 2026-05-10 from SEC 13F data.
Live quotes available for 25 of 33 rows. Rows without a quote are marked unavailable.
| 1 | LEN | Lennar Corporation - A (LEN) | 15.09% | Reduce -0.4% | 9,066,250 | $1.14B | $125.31 | |
| 2 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 11.28% | Add +8.8% | 22,036,218 | $849.72M | No quote | No quote |
| 3 | GS | Goldman Sachs (GS) | 9.75% | Add +2.3% | 2,275,566 | $733.96M | $322.54 | |
| 4 | JPM | J P Morgan Chase (JPM) | 9.28% | Add +1.4% | 4,806,904 | $699.12M | $145.44 | |
| 5 | C | Citigroup Inc (C) | 6.71% | Add +8.8% | 10,970,910 | $505.1M | $46.04 | |
| 6 | PHM | PulteGroup Inc. (PHM) | 5.97% | Add +2.6% | 5,783,350 | $449.25M | $77.68 | |
| 7 | TOL | Toll Brothers, Inc. (TOL) | 5.81% | Add +3.6% | 5,537,947 | $437.89M | $79.07 | |
| 8 | DHI | D R Horton, Inc. (DHI) | 5.81% | Reduce -1.6% | 3,594,442 | $437.41M | $121.69 | |
| 9 | WRK | Westrock CO (WRK) | 5.23% | Add +6.9% | 13,561,470 | $394.23M | No quote | No quote |
| 10 | WHR | Whirlpool Corp (WHR) | 4.17% | Reduce -0.7% | 2,111,930 | $314.23M | $148.79 | |
| 11 | IP | International Paper Co (IP) | 3.85% | Add +43.3% | 9,123,905 | $290.23M | No quote | No quote |
| 12 | LEA | Lear Corporation (LEA) | 3.45% | Add +4.7% | 1,809,030 | $259.69M | $143.55 | |
| 13 | ARW | Arrow Electronics Inc (ARW) | 2.85% | Add +122.9% | 1,498,038 | $214.56M | $143.23 | |
| 14 | OSK | Oshkosh Corp (OSK) | 2.71% | Add +20.5% | 2,357,828 | $204.16M | $86.59 | |
| 15 | AVT | Avnet Inc (AVT) | 2.44% | Add +15.4% | 3,642,489 | $183.76M | $50.45 | |
| 16 | CRH | CRH PLC - Sponsored ADR (CRH) | 1.55% | Add +21.7% | 2,090,525 | $116.5M | No quote | No quote |
| 17 | MTH | Meritage Homes Corp (MTH) | 1.53% | Add +0.1% | 810,891 | $115.37M | $142.27 | |
| 18 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.86% | Reduce -0.7% | 573,294 | $64.77M | $112.98 | |
| 19 | TEX | Terex Corp (TEX) | 0.59% | New | 739,010 | $44.21M | $59.83 | |
| 20 | BAC | Bank of America Corp (BAC) | 0.47% | Reduce -0.4% | 1,244,500 | $35.7M | $28.69 | |
| 21 | GIL | Gildan Activewear Inc (GIL) | 0.45% | Reduce -4.1% | 1,045,840 | $33.72M | $32.24 | |
| 22 | ALV | Autoliv Inc. (ALV) | 0.09% | - | 78,040 | $6.64M | $85.04 | |
| 23 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.29M | $120.25 | |
| 24 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | - | 20,000 | $1.13M | $56.68 | |
| 25 | MS | Morgan Stanley (MS) | 0.01% | - | 10,000 | $854K | $85.40 | |
| 26 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $415.79K | $204.62 | |
| 27 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.00% | - | 1,001 | $341.34K | $341.00 | |
| 28 | FTI | Technipfmc PLC (FTI) | 0.00% | - | 15,500 | $257.61K | $16.62 | |
| 29 | MMM | 3M Company (MMM) | 0.00% | - | 2,368 | $237.01K | $100.09 | |
| 33 | SWK | Stanley Black & Decker INC (SWK) | - | Sold | 0 | $0 | No quote | No quote |
| 32 | BIL | SPDR Bloomberg 1-3 Month T-B (BIL) | - | Sold | 0 | $0 | No quote | No quote |
| 31 | MDC | M.D.C. Holdings, Inc. (MDC) | - | Sold | 0 | $0 | No quote | No quote |
| 30 | F | Ford Motor Co (F) | - | Sold | 0 | $0 | No quote | No quote |