Greenhaven Associates as of Sept. 30, 2018
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 13.7 | $886M | 12M | 71.74 | |
| Goldman Sachs (GS) | 11.7 | $756M | 3.4M | 224.24 | |
| Airbus Group Nv - Unsp (EADSY) | 11.6 | $752M | 24M | 31.28 | |
| General Motors | 10.6 | $682M | 20M | 33.67 | |
| FedEx Corporation (FDX) | 10.3 | $668M | 2.8M | 240.79 | |
| JPMorgan Chase & Co. (JPM) | 9.1 | $588M | 5.2M | 112.84 | |
| Lennar Corporation (LEN) | 6.7 | $434M | 9.3M | 46.69 | |
| D.R. Horton (DHI) | 5.7 | $368M | 8.7M | 42.18 | |
| Whirlpool Corporation (WHR) | 5.3 | $342M | 2.9M | 118.75 | |
| Ford Motor Company (F) | 4.7 | $306M | 33M | 9.25 | |
| Pulte (PHM) | 2.7 | $173M | 7.0M | 24.77 | |
| Toll Brothers (TOL) | 2.1 | $136M | 4.1M | 33.03 | |
| Quanta Services (PWR) | 1.3 | $86M | 2.6M | 33.38 | |
| Adient (ADNT) | 1.1 | $74M | 1.9M | 39.31 | |
| Tri Pointe Homes (TPH) | 1.0 | $63M | 5.0M | 12.40 | |
| AECOM Technology Corporation (ACM) | 0.8 | $53M | 1.6M | 32.66 | |
| Taylor Morrison Hom (TMHC) | 0.8 | $51M | 2.8M | 18.04 | |
| Lennar Corporation (LEN.B) | 0.3 | $22M | 570k | 38.50 | |
| 3M Company (MMM) | 0.2 | $11M | 50k | 210.72 | |
| Praxair | 0.1 | $3.2M | 20k | 160.75 | |
| Meritage Homes Corporation (MTH) | 0.1 | $2.9M | 74k | 39.91 | |
| TD Ameritrade Holding | 0.0 | $379k | 7.2k | 52.86 | |
| Union Pacific Corporation (UNP) | 0.0 | $331k | 2.0k | 162.89 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $755k | 11k | 70.56 |
