Greenhaven Associates as of Dec. 31, 2019
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 20 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup (C) | 21.2 | $952M | 12M | 79.89 | |
| Goldman Sachs (GS) | 16.9 | $757M | 3.3M | 229.93 | |
| General Motors | 16.3 | $731M | 20M | 36.60 | |
| Lennar Corporation (LEN) | 11.3 | $508M | 9.1M | 55.79 | |
| D.R. Horton (DHI) | 9.6 | $428M | 8.1M | 52.75 | |
| Whirlpool Corporation (WHR) | 9.1 | $407M | 2.8M | 147.53 | |
| Ford Motor Company (F) | 7.1 | $318M | 34M | 9.30 | |
| Toll Brothers (TOL) | 3.3 | $147M | 3.7M | 39.51 | |
| Quanta Services (PWR) | 1.6 | $71M | 1.8M | 40.71 | |
| Pulte (PHM) | 1.3 | $60M | 1.5M | 38.80 | |
| Adient (ADNT) | 0.8 | $38M | 1.8M | 21.25 | |
| Lennar Corporation (LEN.B) | 0.6 | $26M | 573k | 44.70 | |
| Tri Pointe Homes (TPH) | 0.4 | $19M | 1.2M | 15.58 | |
| Taylor Morrison Hom (TMHC) | 0.2 | $9.9M | 454k | 21.86 | |
| FedEx Corporation (FDX) | 0.1 | $5.3M | 35k | 151.22 | |
| 3M Company (MMM) | 0.1 | $4.4M | 25k | 176.44 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $697k | 5.0k | 139.40 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $913k | 11k | 85.33 | |
| TD Ameritrade Holding | 0.0 | $257k | 5.2k | 49.71 | |
| Union Pacific Corporation (UNP) | 0.0 | $367k | 2.0k | 180.61 |
