Greenhaven Associates as of Dec. 31, 2018
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors | 13.2 | $682M | 20M | 33.45 | |
| Citigroup (C) | 12.3 | $637M | 12M | 52.06 | |
| Goldman Sachs (GS) | 10.8 | $560M | 3.4M | 167.05 | |
| Airbus Group Nv - Unsp (EADSY) | 10.6 | $550M | 23M | 23.78 | |
| JPMorgan Chase & Co. (JPM) | 9.5 | $493M | 5.1M | 97.62 | |
| FedEx Corporation (FDX) | 8.5 | $440M | 2.7M | 161.33 | |
| Lennar Corporation (LEN) | 7.1 | $366M | 9.4M | 39.15 | |
| Whirlpool Corporation (WHR) | 5.8 | $303M | 2.8M | 106.87 | |
| D.R. Horton (DHI) | 5.8 | $299M | 8.6M | 34.66 | |
| Ford Motor Company (F) | 4.8 | $251M | 33M | 7.65 | |
| Pulte (PHM) | 3.5 | $179M | 6.9M | 25.99 | |
| Toll Brothers (TOL) | 2.8 | $144M | 4.4M | 32.93 | |
| Quanta Services (PWR) | 1.6 | $82M | 2.7M | 30.10 | |
| Tri Pointe Homes (TPH) | 1.0 | $54M | 4.9M | 10.93 | |
| Taylor Morrison Hom (TMHC) | 0.9 | $45M | 2.8M | 15.90 | |
| AECOM Technology Corporation (ACM) | 0.8 | $44M | 1.6M | 26.50 | |
| Adient (ADNT) | 0.5 | $27M | 1.8M | 15.06 | |
| Lennar Corporation (LEN.B) | 0.3 | $18M | 575k | 31.33 | |
| 3M Company (MMM) | 0.2 | $9.5M | 50k | 190.54 | |
| Meritage Homes Corporation (MTH) | 0.1 | $2.7M | 73k | 36.71 | |
| TD Ameritrade Holding | 0.0 | $351k | 7.2k | 48.95 | |
| Union Pacific Corporation (UNP) | 0.0 | $281k | 2.0k | 138.29 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $722k | 11k | 67.48 |
