Greenhaven Associates as of Sept. 30, 2021
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 19 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs Common (GS) | 25.4 | $762M | 2.0M | 378.03 | |
| Lennar Corporation - A Common (LEN) | 21.9 | $656M | 7.0M | 93.68 | |
| Whirlpool Corp Common (WHR) | 18.8 | $565M | 2.8M | 203.86 | |
| General Motors Common | 18.3 | $548M | 10M | 52.71 | |
| Toll Brothers Common (TOL) | 9.6 | $288M | 5.2M | 55.29 | |
| D R Horton Common (DHI) | 2.1 | $64M | 762k | 83.97 | |
| Lennar Corporation - B Common (LEN.B) | 1.2 | $35M | 453k | 77.59 | |
| Morgan Stanley Common (MS) | 0.9 | $26M | 267k | 97.31 | |
| Lear Corporation Common (LEA) | 0.8 | $24M | 152k | 156.48 | |
| Proshares Short QQQ Common | 0.4 | $12M | 1.0M | 12.19 | |
| Proshares Short S&P500 Common | 0.4 | $11M | 695k | 15.23 | |
| Charles Schwab Corporation Common (SCHW) | 0.1 | $3.1M | 42k | 72.83 | |
| Agilent Technologies Common (A) | 0.1 | $1.7M | 11k | 157.57 | |
| CF Industries Holdings Common (CF) | 0.1 | $1.7M | 30k | 55.83 | |
| M.D.C. Holdings Common | 0.0 | $1.2M | 25k | 46.72 | |
| J P Morgan Chase Common (JPM) | 0.0 | $818k | 5.0k | 163.60 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 0.0 | $683k | 2.5k | 273.09 | |
| 3M Company Common (MMM) | 0.0 | $439k | 2.5k | 175.60 | |
| Union Pacific Corp Common (UNP) | 0.0 | $398k | 2.0k | 195.87 |
