Greenhaven Associates as of March 31, 2026
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors Common | 15.4 | $933M | 13M | 74.50 | |
| Lennar Corporation - A Common (LEN) | 15.2 | $923M | 11M | 86.84 | |
| Toll Brothers Common (TOL) | 12.7 | $770M | 5.6M | 136.47 | |
| PulteGroup Common (PHM) | 10.6 | $647M | 5.5M | 117.61 | |
| D R Horton Common (DHI) | 7.8 | $476M | 3.5M | 137.22 | |
| Oshkosh Corp Common (OSK) | 6.1 | $373M | 2.5M | 147.21 | |
| Arrow Electronics Common (ARW) | 4.5 | $272M | 1.9M | 143.41 | |
| Avnet Common (AVT) | 4.0 | $242M | 3.9M | 61.62 | |
| Baxter International Common (BAX) | 4.0 | $240M | 14M | 16.80 | |
| SLB Common (SLB) | 3.9 | $240M | 4.7M | 51.39 | |
| Icon Common (ICLR) | 3.6 | $222M | 2.0M | 110.66 | |
| Lear Corporation Common (LEA) | 3.4 | $206M | 1.7M | 121.08 | |
| Avantor Common (AVTR) | 2.9 | $177M | 23M | 7.84 | |
| Nov Common (NOV) | 1.8 | $108M | 5.8M | 18.81 | |
| Vanguard 0-3M T-Bill ETF Etf (VBIL) | 1.5 | $91M | 1.2M | 75.65 | |
| Meritage Homes Corp Common (MTH) | 1.5 | $90M | 1.5M | 61.84 | |
| Lennar Corporation - B Common (LEN.B) | 0.5 | $31M | 364k | 84.12 | |
| Taylor Morrison Home Corp Common (TMHC) | 0.3 | $16M | 271k | 58.24 | |
| Dnow Common (DNOW) | 0.2 | $9.8M | 825k | 11.91 | |
| CRH Common (CRH) | 0.0 | $1.8M | 18k | 105.12 | |
| Agilent Technologies Common (A) | 0.0 | $1.2M | 11k | 113.98 | |
| J P Morgan Chase Common (JPM) | 0.0 | $1.2M | 4.0k | 294.16 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.2M | 13k | 93.98 | |
| Terex Corp Common (TEX) | 0.0 | $646k | 11k | 59.10 | |
| Union Pacific Corp Common (UNP) | 0.0 | $493k | 2.0k | 242.62 | |
| Genpact Common (G) | 0.0 | $373k | 10k | 37.25 | |
| Stellantis NV Common (STLA) | 0.0 | $262k | 37k | 7.09 |
