Greenhaven Associates as of March 31, 2019
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 13.4 | $756M | 12M | 62.22 | |
| General Motors Company (GM) | 13.4 | $754M | 20M | 37.10 | |
| Goldman Sachs (GS) | 11.4 | $642M | 3.3M | 191.99 | |
| JPMorgan Chase & Co. (JPM) | 8.9 | $503M | 5.0M | 101.23 | |
| FedEx Corporation (FDX) | 8.9 | $499M | 2.7M | 181.41 | |
| Lennar Corporation (LEN) | 8.2 | $459M | 9.4M | 49.09 | |
| Whirlpool Corporation (WHR) | 6.7 | $376M | 2.8M | 132.89 | |
| D.R. Horton (DHI) | 6.3 | $354M | 8.5M | 41.38 | |
| Airbus Group Nv - Unsp (EADSY) | 5.5 | $307M | 9.3M | 33.11 | |
| Ford Motor Company (F) | 5.1 | $285M | 32M | 8.78 | |
| Pulte (PHM) | 3.4 | $191M | 6.8M | 27.96 | |
| Toll Brothers (TOL) | 2.8 | $157M | 4.3M | 36.20 | |
| Quanta Services (PWR) | 1.9 | $105M | 2.8M | 37.74 | |
| Tri Pointe Homes (TPH) | 1.1 | $61M | 4.8M | 12.64 | |
| Taylor Morrison Hom (TMHC) | 0.9 | $49M | 2.8M | 17.75 | |
| AECOM Technology Corporation (ACM) | 0.8 | $48M | 1.6M | 29.67 | |
| Fiat Chrysler Auto | 0.5 | $26M | 1.7M | 14.85 | |
| Adient (ADNT) | 0.4 | $23M | 1.8M | 12.96 | |
| Lennar Corporation (LEN.B) | 0.4 | $23M | 575k | 39.12 | |
| 3M Company (MMM) | 0.1 | $5.2M | 25k | 207.80 | |
| Meritage Homes Corporation (MTH) | 0.1 | $4.3M | 96k | 44.71 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $860k | 11k | 80.37 | |
| TD Ameritrade Holding | 0.0 | $358k | 7.2k | 49.93 | |
| Union Pacific Corporation (UNP) | 0.0 | $340k | 2.0k | 167.32 |
