Greenhaven Associates as of March 31, 2021
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Common (GS) | 19.7 | $872M | 2.7M | 327.00 | |
| Lennar Corporation - A Common (LEN) | 16.1 | $711M | 7.0M | 101.23 | |
| Whirlpool Corp Common (WHR) | 13.9 | $613M | 2.8M | 220.35 | |
| General Motors Common | 13.7 | $606M | 11M | 57.46 | |
| Morgan Stanley Common (MS) | 10.0 | $442M | 5.7M | 77.66 | |
| Toll Brothers Common (TOL) | 6.9 | $304M | 5.4M | 56.73 | |
| Deere & Co Common (DE) | 5.0 | $223M | 596k | 374.14 | |
| CF Industries Holdings Common (CF) | 2.5 | $112M | 2.5M | 45.38 | |
| D R Horton Common (DHI) | 2.2 | $96M | 1.1M | 89.12 | |
| Lear Corporation Common (LEA) | 2.1 | $93M | 513k | 181.25 | |
| Charles Schwab Corporation Common (SCHW) | 1.8 | $82M | 1.3M | 65.18 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 1.7 | $76M | 297k | 255.47 | |
| PulteGroup Common (PHM) | 1.2 | $53M | 1.0M | 52.44 | |
| Bunge Common | 1.1 | $49M | 621k | 79.27 | |
| Lennar Corporation - B Common (LEN.B) | 0.8 | $38M | 456k | 82.34 | |
| Owens Corning Common (OC) | 0.5 | $23M | 244k | 92.09 | |
| Proshares Short QQQ Common | 0.3 | $14M | 1.0M | 13.91 | |
| Proshares Short S&P500 Common | 0.2 | $10M | 620k | 16.76 | |
| Autoliv Common (ALV) | 0.1 | $2.6M | 29k | 92.81 | |
| M.D.C. Holdings Common | 0.0 | $2.2M | 37k | 59.40 | |
| Agilent Technologies Common (A) | 0.0 | $1.4M | 11k | 127.10 | |
| J P Morgan Chase Common (JPM) | 0.0 | $761k | 5.0k | 152.20 | |
| 3M Company Common (MMM) | 0.0 | $482k | 2.5k | 192.80 | |
| Union Pacific Corp Common (UNP) | 0.0 | $448k | 2.0k | 220.47 |
