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 25 of 28 rows. Rows without a quote are marked unavailable.
| 1 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 21.39% | Reduce -2.5% | 23,064,358 | $1.41B | No quote | No quote |
| 2 | LEN | Lennar Corporation - A (LEN) | 18.50% | Add +1.7% | 9,653,394 | $1.22B | $126.04 | |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 11.72% | Reduce -0.4% | 5,580,969 | $770.96M | $138.14 | |
| 4 | PHM | PulteGroup Inc. (PHM) | 11.19% | Reduce -0.2% | 5,569,828 | $735.94M | $132.13 | |
| 5 | DHI | D R Horton, Inc. (DHI) | 9.38% | Reduce -1.2% | 3,637,763 | $616.49M | $169.47 | |
| 6 | OSK | Oshkosh Corp (OSK) | 4.98% | Reduce -1.1% | 2,526,606 | $327.7M | $129.70 | |
| 7 | ARW | Arrow Electronics Inc (ARW) | 3.49% | Reduce -0.8% | 1,898,399 | $229.71M | $121.00 | |
| 8 | AVTR | Avantor Inc (AVTR) | 3.48% | New | 18,311,570 | $228.53M | $12.48 | |
| 9 | AVT | Avnet Inc (AVT) | 3.12% | Reduce -0.9% | 3,928,937 | $205.4M | $52.28 | |
| 10 | LEA | Lear Corporation (LEA) | 2.75% | Reduce -2.5% | 1,795,824 | $180.68M | $100.61 | |
| 11 | MRP | Millrose Properties (MRP) | 2.35% | Reduce -41.7% | 4,601,273 | $154.65M | $33.61 | |
| 12 | BAX | Baxter International Inc (BAX) | 2.18% | New | 6,288,349 | $143.19M | $22.77 | |
| 13 | MTH | Meritage Homes Corp (MTH) | 1.60% | Reduce -2.6% | 1,452,954 | $105.24M | $72.43 | |
| 14 | NOV | NOV INC (NOV) | 1.16% | Add +15.4% | 5,747,682 | $76.16M | $13.25 | |
| 15 | TEX | Terex Corp (TEX) | 1.15% | Reduce -1.5% | 1,477,733 | $75.81M | $51.30 | |
| 16 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.66% | - | 364,059 | $43.68M | $119.99 | |
| 17 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 0.57% | New | 500,000 | $37.81M | $75.61 | |
| 18 | C | Citigroup Inc (C) | 0.13% | Reduce -99.5% | 83,273 | $8.45M | $101.50 | |
| 19 | ICLR | Icon PLC (ICLR) | 0.05% | Reduce -1.3% | 17,409 | $3.05M | $175.00 | |
| 20 | CRHCF | CRH PLC (CRH) | 0.05% | Reduce -7.2% | 25,000 | $3M | No quote | No quote |
| 21 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | Reduce -25.0% | 15,000 | $1.43M | $95.47 | |
| 22 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.37M | $128.35 | |
| 23 | JPM | J P Morgan Chase (JPM) | 0.02% | Reduce -20.0% | 4,000 | $1.26M | $315.43 | |
| 24 | GS | Goldman Sachs (GS) | 0.01% | Reduce -60.0% | 1,000 | $796.35K | $796.35 | |
| 25 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $480.3K | $236.37 | |
| 26 | G | Genpact LTD (G) | 0.01% | Reduce -9.2% | 10,000 | $418.9K | $41.89 | |
| 27 | STLA | Stellantis NV (STLA) | 0.01% | - | 36,000 | $336.24K | $9.34 | |
| 28 | MS | Morgan Stanley (MS) | - | Sold | 0 | $0 | No quote | No quote |