Greenhaven Associates

Greenhaven Associates as of Sept. 30, 2020

Portfolio Holdings for Greenhaven Associates

Greenhaven Associates holds 28 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennar Corporation - A Common (LEN) 13.6 $620M 7.6M 81.68
Goldman Sachs Common (GS) 13.1 $598M 3.0M 200.97
General Motors Common (GM) 11.9 $539M 18M 29.59
Whirlpool Corp Common (WHR) 11.3 $513M 2.8M 183.89
Deere & Co Common (DE) 9.8 $447M 2.0M 221.63
Morgan Stanley Common (MS) 9.8 $445M 9.2M 48.35
D R Horton Common (DHI) 5.8 $265M 3.5M 75.63
Toll Brothers Common (TOL) 5.7 $258M 5.3M 48.66
Ford Motor Common (F) 2.8 $128M 19M 6.66
Charles Schwab Corporation Common (SCHW) 2.7 $121M 3.3M 36.23
CF Industries Holdings Common (CF) 2.3 $104M 3.4M 30.71
Berkshire Hathaway Inc. Class B Common (BRK.B) 2.1 $95M 447k 212.94
PulteGroup Common (PHM) 2.1 $95M 2.0M 46.29
Citigroup Common (C) 2.0 $91M 2.1M 43.11
Lear Corporation Common (LEA) 1.2 $56M 515k 109.05
Bunge Common 1.1 $50M 1.1M 45.70
Owens Corning Common (OC) 0.7 $32M 458k 68.81
Lennar Corporation - B Common (LEN.B) 0.7 $30M 464k 65.66
Adient Common (ADNT) 0.6 $29M 1.6M 17.33
Quanta Services Common (PWR) 0.4 $17M 330k 52.86
Proshares Short QQQ Common 0.2 $8.1M 492k 16.55
Autoliv Common (ALV) 0.1 $5.3M 73k 72.88
M.D.C. Holdings Common 0.0 $1.6M 34k 47.09
Agilent Technologies Common (A) 0.0 $1.1M 11k 100.93
3M Company Common (MMM) 0.0 $801k 5.0k 160.20
J P Morgan Chase Common (JPM) 0.0 $481k 5.0k 96.20
Union Pacific Corp Common (UNP) 0.0 $400k 2.0k 196.85
TD Ameritrade Common 0.0 $202k 5.2k 39.07