Greenhaven Associates

Greenhaven Associates as of June 30, 2022

Portfolio Holdings for Greenhaven Associates

Greenhaven Associates holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Common (GS) 14.2 $658M 2.2M 297.02
Lennar Corporation - A Common (LEN) 14.2 $658M 9.3M 70.57
J P Morgan Chase Common (JPM) 11.0 $511M 4.5M 112.61
General Motors Common 9.9 $460M 15M 31.76
Whirlpool Corp Common (WHR) 9.5 $439M 2.8M 154.87
Westrock Common (WRK) 7.6 $352M 8.8M 39.84
Citigroup Common (C) 6.5 $302M 6.6M 45.99
D R Horton Common (DHI) 5.4 $252M 3.8M 66.19
Toll Brothers Common (TOL) 5.2 $239M 5.4M 44.60
International Paper Common (IP) 4.5 $209M 5.0M 41.83
PulteGroup Common (PHM) 3.6 $168M 4.2M 39.63
Stanley Black & Decker Common (SWK) 3.0 $139M 1.3M 104.86
Lear Corporation Common (LEA) 2.1 $97M 770k 125.89
Meritage Homes Corp Common (MTH) 1.1 $53M 735k 72.50
Lennar Corporation - B Common (LEN.B) 0.7 $34M 575k 58.71
CRH PLC - Adr 0.6 $26M 752k 34.82
Proshares Short QQQ Common (PSQ) 0.3 $15M 1.0M 14.40
Proshares Short S&P500 Common (SH) 0.2 $12M 695k 16.50
Autoliv Common (ALV) 0.1 $3.8M 53k 71.57
M.D.C. Holdings Common (MDC) 0.1 $3.3M 103k 32.31
Agilent Technologies Common (A) 0.0 $1.3M 11k 118.78
Charles Schwab Corporation Common (SCHW) 0.0 $1.3M 20k 63.20
Morgan Stanley Common (MS) 0.0 $761k 10k 76.10
Union Pacific Corp Common (UNP) 0.0 $433k 2.0k 213.09
3M Company Common (MMM) 0.0 $324k 2.5k 129.60
Berkshire Hathaway Inc. Class B Common (BRK.B) 0.0 $273k 1.0k 272.73
Technipfmc Common (FTI) 0.0 $125k 19k 6.72