Greenhaven Associates as of March 31, 2022
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 22 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Common (GS) | 18.4 | $694M | 2.1M | 330.10 | |
| General Motors Common | 16.7 | $630M | 14M | 43.74 | |
| Lennar Corporation - A Common (LEN) | 16.1 | $606M | 7.5M | 81.17 | |
| Whirlpool Corp Common (WHR) | 13.0 | $490M | 2.8M | 172.78 | |
| Westrock Common (WRK) | 8.9 | $338M | 7.2M | 47.03 | |
| Citigroup Common (C) | 7.6 | $287M | 5.4M | 53.40 | |
| Toll Brothers Common (TOL) | 6.5 | $245M | 5.2M | 47.02 | |
| International Paper Common (IP) | 6.1 | $231M | 5.0M | 46.15 | |
| J P Morgan Chase Common (JPM) | 2.3 | $88M | 647k | 136.32 | |
| D R Horton Common (DHI) | 1.4 | $54M | 729k | 74.51 | |
| Lennar Corporation - B Common (LEN.B) | 0.9 | $34M | 495k | 68.35 | |
| Stanley Black & Decker Common (SWK) | 0.7 | $26M | 185k | 139.79 | |
| Lear Corporation Common (LEA) | 0.6 | $21M | 150k | 142.59 | |
| Proshares Short QQQ Common (PSQ) | 0.3 | $12M | 1.0M | 11.58 | |
| Proshares Short S&P500 Common (SH) | 0.3 | $9.8M | 695k | 14.09 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.7M | 20k | 84.30 | |
| Agilent Technologies Common (A) | 0.0 | $1.4M | 11k | 132.34 | |
| M.D.C. Holdings Common (MDC) | 0.0 | $946k | 25k | 37.84 | |
| Morgan Stanley Common (MS) | 0.0 | $874k | 10k | 87.40 | |
| Union Pacific Corp Common (UNP) | 0.0 | $555k | 2.0k | 273.13 | |
| 3M Company Common (MMM) | 0.0 | $372k | 2.5k | 148.80 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 0.0 | $353k | 1.0k | 352.65 |
