Greenhaven Associates as of June 30, 2017
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 12.7 | $842M | 3.8M | 221.90 | |
| Citigroup (C) | 11.6 | $769M | 12M | 66.88 | |
| Airbus Group Nv - Unsp (EADSY) | 11.2 | $742M | 36M | 20.67 | |
| FedEx Corporation (FDX) | 9.9 | $655M | 3.0M | 217.33 | |
| JPMorgan Chase & Co. (JPM) | 9.7 | $643M | 7.0M | 91.40 | |
| Boeing Company (BA) | 8.4 | $555M | 2.8M | 197.75 | |
| Lowe's Companies (LOW) | 8.3 | $551M | 7.1M | 77.53 | |
| Whirlpool Corporation (WHR) | 7.9 | $525M | 2.7M | 191.62 | |
| Lennar Corporation (LEN) | 4.4 | $289M | 5.4M | 53.32 | |
| D.R. Horton (DHI) | 4.3 | $283M | 8.2M | 34.57 | |
| Toll Brothers (TOL) | 2.4 | $159M | 4.0M | 39.51 | |
| Pulte (PHM) | 2.1 | $141M | 5.8M | 24.53 | |
| Calatlantic | 1.6 | $108M | 3.0M | 35.35 | |
| Adient (ADNT) | 1.6 | $106M | 1.6M | 65.38 | |
| USG Corporation | 1.1 | $75M | 2.6M | 29.02 | |
| Tri Pointe Homes (TPH) | 1.0 | $68M | 5.2M | 13.19 | |
| AECOM Technology Corporation (ACM) | 0.8 | $52M | 1.6M | 32.33 | |
| Taylor Morrison Hom (TMHC) | 0.5 | $31M | 1.3M | 24.01 | |
| 3M Company (MMM) | 0.2 | $10M | 50k | 208.20 | |
| Praxair | 0.1 | $7.5M | 57k | 132.56 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $635k | 11k | 59.35 | |
| TD Ameritrade Holding | 0.0 | $270k | 6.3k | 43.06 | |
| Union Pacific Corporation (UNP) | 0.0 | $221k | 2.0k | 108.76 |
