Greenhaven Associates as of June 30, 2021
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 20 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Common (GS) | 29.3 | $1.0B | 2.6M | 379.53 | |
| Lennar Corporation - A Common (LEN) | 20.4 | $698M | 7.0M | 99.35 | |
| General Motors Common | 18.0 | $616M | 10M | 59.17 | |
| Whirlpool Corp Common (WHR) | 17.4 | $597M | 2.7M | 218.02 | |
| Toll Brothers Common (TOL) | 8.7 | $297M | 5.1M | 57.81 | |
| D R Horton Common (DHI) | 2.0 | $70M | 776k | 90.37 | |
| Lennar Corporation - B Common (LEN.B) | 1.1 | $37M | 454k | 81.45 | |
| Lear Corporation Common (LEA) | 0.8 | $27M | 152k | 175.28 | |
| Morgan Stanley Common (MS) | 0.7 | $25M | 276k | 91.69 | |
| Proshares Short QQQ Common | 0.4 | $13M | 1.0M | 12.39 | |
| Proshares Short S&P500 Common | 0.3 | $11M | 695k | 15.39 | |
| Charles Schwab Corporation Common (SCHW) | 0.3 | $11M | 144k | 72.81 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 0.2 | $7.2M | 26k | 277.90 | |
| Bunge Common | 0.1 | $3.2M | 41k | 78.15 | |
| CF Industries Holdings Common (CF) | 0.1 | $2.5M | 49k | 51.44 | |
| Agilent Technologies Common (A) | 0.0 | $1.6M | 11k | 147.85 | |
| M.D.C. Holdings Common | 0.0 | $1.3M | 25k | 50.60 | |
| J P Morgan Chase Common (JPM) | 0.0 | $778k | 5.0k | 155.60 | |
| 3M Company Common (MMM) | 0.0 | $497k | 2.5k | 198.80 | |
| Union Pacific Corp Common (UNP) | 0.0 | $447k | 2.0k | 219.98 |
