Greenhaven Associates as of March 31, 2018
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 14.2 | $903M | 3.6M | 251.86 | |
| Citigroup (C) | 12.8 | $813M | 12M | 67.50 | |
| Airbus Group Nv - Unsp (EADSY) | 12.7 | $807M | 28M | 28.84 | |
| JPMorgan Chase & Co. (JPM) | 11.5 | $734M | 6.7M | 109.97 | |
| FedEx Corporation (FDX) | 11.0 | $697M | 2.9M | 240.11 | |
| Lennar Corporation (LEN) | 8.1 | $512M | 8.7M | 58.94 | |
| Whirlpool Corporation (WHR) | 7.0 | $444M | 2.9M | 153.11 | |
| D.R. Horton (DHI) | 5.6 | $358M | 8.2M | 43.84 | |
| Pulte (PHM) | 3.0 | $192M | 6.5M | 29.49 | |
| Toll Brothers (TOL) | 2.8 | $175M | 4.0M | 43.25 | |
| Ford Motor Company (F) | 2.5 | $162M | 15M | 11.08 | |
| General Motors | 2.3 | $149M | 4.1M | 36.34 | |
| Adient (ADNT) | 1.8 | $114M | 1.9M | 59.76 | |
| Tri Pointe Homes (TPH) | 1.3 | $85M | 5.1M | 16.43 | |
| Taylor Morrison Hom (TMHC) | 1.1 | $68M | 2.9M | 23.28 | |
| AECOM Technology Corporation (ACM) | 0.9 | $59M | 1.6M | 35.63 | |
| Quanta Services (PWR) | 0.7 | $43M | 1.3M | 34.35 | |
| Lennar Corporation (LEN.B) | 0.4 | $27M | 574k | 47.69 | |
| 3M Company (MMM) | 0.2 | $11M | 50k | 219.52 | |
| Praxair | 0.1 | $3.2M | 23k | 144.31 | |
| TD Ameritrade Holding | 0.0 | $425k | 7.2k | 59.27 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $716k | 11k | 66.92 | |
| Union Pacific Corporation (UNP) | 0.0 | $273k | 2.0k | 134.35 |
