Skip to main content
Focused investors/Greenhaven Associates

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.

Get email alerts when Greenhaven Associates files a new 13F — sign in or create a free account.

Updated 2026-05-30 from SEC 13F data.

Live quotes available for 24 of 27 rows. Rows without a quote are marked unavailable.

1CCitigroup Inc (C)18.80%Reduce -1.2%16,665,843$1.18B$70.9952w: $53.51 - $84.74; reported $70.99
2QGEN 1 11/13/24General Motors Co (GM)CUSIP 35045V10017.77%Add +0.2%23,780,060$1.12BNo quoteNo quote
3LENLennar Corporation - A (LEN)17.22%Reduce -0.3%1.033:1 split9,439,955$1.08B$114.7852w: $111.26 - $187.61; reported $114.78
4TOLToll Brothers, Inc. (TOL)9.33%Add +0.5%5,562,582$587.35M$105.5952w: $101.50 - $169.52; reported $105.59
5PHMPulteGroup Inc. (PHM)9.13%Add +0.1%5,587,328$574.38M$102.8052w: $99.58 - $149.47; reported $102.80
6DHID R Horton, Inc. (DHI)7.42%Add +0.1%3,674,763$467.17M$127.1352w: $124.23 - $199.85; reported $127.13
7OSKOshkosh Corp (OSK)3.82%Add +0.1%2,553,606$240.24M$94.0852w: $89.08 - $127.98; reported $94.08
8MRPMillrose Properties (MRP)3.32%New7,888,017$209.11M$26.5152w: $19.00 - $27.07; reported $26.51
9ARWArrow Electronics Inc (ARW)3.16%Add +0.5%1,913,757$198.71M$103.8352w: $101.78 - $137.80; reported $103.83
10AVTAvnet Inc (AVT)3.03%Add +0.1%3,965,237$190.69M$48.0952w: $46.24 - $59.24; reported $48.09
11LEALear Corporation (LEA)2.58%Add +0.1%1,843,447$162.63M$88.2252w: $85.29 - $145.35; reported $88.22
12MTHMeritage Homes Corp (MTH)1.62%Reduce -3.0%2:1 split1,434,368$101.67M$70.8852w: $68.71 - $106.99; reported $70.88
13NOVNOV INC (NOV)0.99%Add +25.0%4,114,157$62.62M$15.2252w: $13.78 - $21.20; reported $15.22
14TEXTerex Corp (TEX)0.90%-1,503,133$56.79M$37.7852w: $36.15 - $68.08; reported $37.78
15LEN-BLennar Corporation - B SHS (LEN/B)0.63%Reduce -4.9%1.052:1 split364,059$39.71M$109.0752w: $105.57 - $168.25; reported $109.07
16GGenpact LTD (G)0.12%Reduce -88.1%146,678$7.39M$50.3852w: $30.23 - $56.76; reported $50.38
17CRHCFCRH PLC (CRH)0.04%Reduce -95.7%26,937$2.37MNo quoteNo quote
18SCHWCharles Schwab Corporation (SCHW)0.02%-20,000$1.57M$78.2852w: $61.01 - $84.50; reported $78.28
19GSGoldman Sachs (GS)0.02%-2,500$1.37M$546.2952w: $387.12 - $672.19; reported $546.29
20AAgilent Technologies, Inc. (A)0.02%-10,700$1.25M$116.9852w: $113.76 - $155.35; reported $116.98
21JPMJ P Morgan Chase (JPM)0.02%-5,000$1.23M$245.3052w: $179.20 - $280.25; reported $245.30
22MSMorgan Stanley (MS)0.02%-10,000$1.17M$116.6752w: $85.01 - $142.03; reported $116.67
23BRK-BBerkshire Hathaway Inc. Class B (BRK/B)0.01%-1,001$533.11K$532.5852w: $395.66 - $537.63; reported $532.58
24UNPUnion Pacific Corp (UNP)0.01%-2,032$480.04K$236.2452w: $218.55 - $258.07; reported $236.24
25STLAStellantis NV (STLA)0.01%New30,000$336.3K$11.2152w: $11.02 - $28.49; reported $11.21
26RHIRobert Half Inc. (RHI)0.00%New3,800$207.29K$54.5552w: $51.55 - $79.27; reported $54.55
27IPInternational Paper Co (IP)-Sold0$0No quoteNo quote