Greenhaven Associates as of Sept. 30, 2017
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 13.2 | $879M | 3.7M | 237.19 | |
| Airbus Group Nv - Unsp (EADSY) | 12.7 | $847M | 36M | 23.69 | |
| Citigroup (C) | 12.6 | $837M | 12M | 72.74 | |
| FedEx Corporation (FDX) | 10.1 | $673M | 3.0M | 225.58 | |
| JPMorgan Chase & Co. (JPM) | 9.9 | $660M | 6.9M | 95.51 | |
| Lowe's Companies (LOW) | 8.4 | $563M | 7.0M | 79.94 | |
| Whirlpool Corporation (WHR) | 7.6 | $509M | 2.8M | 184.44 | |
| D.R. Horton (DHI) | 4.9 | $328M | 8.2M | 39.93 | |
| Lennar Corporation (LEN) | 4.3 | $286M | 5.4M | 52.80 | |
| Boeing Company (BA) | 3.0 | $202M | 794k | 254.21 | |
| Toll Brothers (TOL) | 2.5 | $169M | 4.1M | 41.47 | |
| Adient (ADNT) | 2.4 | $157M | 1.9M | 83.99 | |
| Pulte (PHM) | 2.4 | $157M | 5.7M | 27.33 | |
| Calatlantic | 1.8 | $117M | 3.2M | 36.63 | |
| USG Corporation | 1.1 | $77M | 2.3M | 32.65 | |
| Tri Pointe Homes (TPH) | 1.1 | $71M | 5.2M | 13.81 | |
| AECOM Technology Corporation (ACM) | 0.9 | $59M | 1.6M | 36.81 | |
| Taylor Morrison Hom (TMHC) | 0.8 | $56M | 2.5M | 22.05 | |
| 3M Company (MMM) | 0.2 | $11M | 50k | 209.90 | |
| Praxair | 0.1 | $6.4M | 46k | 139.74 | |
| TD Ameritrade Holding | 0.0 | $350k | 7.2k | 48.81 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $687k | 11k | 64.21 | |
| Union Pacific Corporation (UNP) | 0.0 | $236k | 2.0k | 116.14 |
