Greenhaven Associates

Greenhaven Associates as of Dec. 31, 2020

Portfolio Holdings for Greenhaven Associates

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Common (GS) 15.2 $808M 3.1M 263.71
General Motors Common 14.4 $766M 18M 41.64
Morgan Stanley Common (MS) 12.3 $654M 9.5M 68.53
Lennar Corporation - A Common (LEN) 10.8 $575M 7.5M 76.23
Whirlpool Corp Common (WHR) 9.5 $502M 2.8M 180.49
Deere & Co Common (DE) 7.2 $385M 1.4M 269.05
Citigroup Common (C) 5.4 $287M 4.6M 61.66
Toll Brothers Common (TOL) 4.4 $233M 5.4M 43.47
D R Horton Common (DHI) 4.3 $229M 3.3M 68.92
Ford Motor Common (F) 3.2 $171M 20M 8.79
CF Industries Holdings Common (CF) 2.5 $132M 3.4M 38.71
Charles Schwab Corporation Common (SCHW) 1.7 $93M 1.7M 53.04
Berkshire Hathaway Inc. Class B Common (BRK.B) 1.7 $92M 395k 231.87
PulteGroup Common (PHM) 1.6 $82M 1.9M 43.12
Lear Corporation Common (LEA) 1.5 $82M 513k 159.03
Bunge Common 1.3 $71M 1.1M 65.58
Adient Common (ADNT) 1.0 $51M 1.5M 34.77
Owens Corning Common (OC) 0.6 $33M 436k 75.76
Lennar Corporation - B Common (LEN.B) 0.5 $28M 456k 61.20
Quanta Services Common (PWR) 0.3 $16M 219k 72.02
Proshares Short QQQ Common 0.2 $12M 814k 14.41
Autoliv Common (ALV) 0.1 $6.4M 70k 92.09
M.D.C. Holdings Common 0.0 $1.7M 34k 48.60
Agilent Technologies Common (A) 0.0 $1.3M 11k 118.50
Fedex Corp Common (FDX) 0.0 $649k 2.5k 259.60
J P Morgan Chase Common (JPM) 0.0 $635k 5.0k 127.00
3M Company Common (MMM) 0.0 $437k 2.5k 174.80
Union Pacific Corp Common (UNP) 0.0 $423k 2.0k 208.17