Greenhaven Associates as of June 30, 2018
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 12.3 | $825M | 12M | 66.92 | |
| General Motors | 11.9 | $796M | 20M | 39.40 | |
| Goldman Sachs (GS) | 11.3 | $752M | 3.4M | 220.57 | |
| Airbus Group Nv - Unsp (EADSY) | 10.8 | $720M | 25M | 29.09 | |
| FedEx Corporation (FDX) | 9.5 | $634M | 2.8M | 227.06 | |
| JPMorgan Chase & Co. (JPM) | 8.3 | $556M | 5.3M | 104.20 | |
| Lennar Corporation (LEN) | 7.3 | $486M | 9.3M | 52.50 | |
| Whirlpool Corporation (WHR) | 6.3 | $421M | 2.9M | 146.23 | |
| Ford Motor Company (F) | 5.4 | $362M | 33M | 11.07 | |
| D.R. Horton (DHI) | 5.4 | $358M | 8.7M | 41.00 | |
| Pulte (PHM) | 3.0 | $201M | 7.0M | 28.75 | |
| Toll Brothers (TOL) | 2.3 | $151M | 4.1M | 36.99 | |
| Adient (ADNT) | 1.4 | $93M | 1.9M | 49.19 | |
| Quanta Services (PWR) | 1.3 | $84M | 2.5M | 33.40 | |
| Tri Pointe Homes (TPH) | 1.2 | $83M | 5.1M | 16.36 | |
| Taylor Morrison Hom (TMHC) | 0.9 | $59M | 2.8M | 20.78 | |
| AECOM Technology Corporation (ACM) | 0.8 | $54M | 1.6M | 33.03 | |
| Lennar Corporation (LEN.B) | 0.4 | $24M | 571k | 42.69 | |
| 3M Company (MMM) | 0.1 | $10M | 53k | 196.73 | |
| Praxair | 0.1 | $3.6M | 23k | 158.17 | |
| Meritage Homes Corporation (MTH) | 0.0 | $2.9M | 67k | 43.95 | |
| TD Ameritrade Holding | 0.0 | $393k | 7.2k | 54.81 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $662k | 11k | 61.87 | |
| Union Pacific Corporation (UNP) | 0.0 | $288k | 2.0k | 141.73 |
