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 (PSQ) | 0.2 | $12M | 814k | 14.41 | |
| Autoliv Common (ALV) | 0.1 | $6.4M | 70k | 92.09 | |
| M.D.C. Holdings Common (MDC) | 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 |
