Greenhaven Associates as of Dec. 31, 2017
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 14.2 | $942M | 3.7M | 254.76 | |
| Airbus Group Nv - Unsp (EADSY) | 13.3 | $882M | 36M | 24.78 | |
| Citigroup (C) | 13.0 | $864M | 12M | 74.41 | |
| FedEx Corporation (FDX) | 11.2 | $742M | 3.0M | 249.54 | |
| JPMorgan Chase & Co. (JPM) | 11.1 | $733M | 6.9M | 106.94 | |
| Whirlpool Corporation (WHR) | 7.3 | $485M | 2.9M | 168.64 | |
| D.R. Horton (DHI) | 6.3 | $418M | 8.2M | 51.07 | |
| Lennar Corporation (LEN) | 5.2 | $345M | 5.4M | 63.24 | |
| Pulte (PHM) | 2.9 | $191M | 5.7M | 33.25 | |
| Toll Brothers (TOL) | 2.9 | $189M | 3.9M | 48.02 | |
| Calatlantic | 2.6 | $173M | 3.1M | 56.39 | |
| Ford Motor Company (F) | 2.5 | $164M | 13M | 12.49 | |
| Adient (ADNT) | 2.2 | $148M | 1.9M | 78.70 | |
| Tri Pointe Homes (TPH) | 1.4 | $92M | 5.2M | 17.92 | |
| USG Corporation | 1.4 | $89M | 2.3M | 38.56 | |
| Taylor Morrison Hom (TMHC) | 1.0 | $66M | 2.7M | 24.47 | |
| AECOM Technology Corporation (ACM) | 0.9 | $59M | 1.6M | 37.15 | |
| Lennar Corporation (LEN.B) | 0.4 | $24M | 473k | 51.68 | |
| 3M Company (MMM) | 0.2 | $12M | 50k | 235.38 | |
| Praxair | 0.1 | $3.5M | 23k | 154.69 | |
| TD Ameritrade Holding | 0.0 | $367k | 7.2k | 51.19 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $717k | 11k | 67.01 | |
| Union Pacific Corporation (UNP) | 0.0 | $272k | 2.0k | 133.86 |
