Greenhaven Associates

Greenhaven Associates as of June 30, 2026

Portfolio Holdings for Greenhaven Associates

Greenhaven Associates holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennar Corporation - A Common (LEN) 11.8 $1.0B 11M 90.49
General Motors Common 11.5 $992M 13M 77.08
Toll Brothers Common (TOL) 10.7 $928M 5.6M 164.75
Becton Dickinson & Co Common (BDX) 9.9 $860M 5.7M 151.33
PulteGroup Common (PHM) 8.6 $749M 5.5M 137.21
D R Horton Common (DHI) 6.6 $571M 3.5M 162.88
Icon Common (ICLR) 6.2 $539M 3.1M 173.71
Accenture Common (ACN) 4.9 $421M 3.4M 124.44
Oshkosh Corp Common (OSK) 4.5 $393M 2.6M 153.48
Arrow Electronics Common (ARW) 4.3 $377M 1.8M 213.41
Avnet Common (AVT) 3.9 $335M 3.8M 88.82
Baxter International Common (BAX) 3.5 $305M 14M 21.32
Avantor Common (AVTR) 2.8 $244M 25M 9.90
Lear Corporation Common (LEA) 2.3 $195M 1.5M 134.06
SLB Common (SLB) 2.0 $177M 3.8M 46.49
Iqvia Hldgs Common (IQV) 1.7 $148M 768k 193.22
Meritage Homes Corp Common (MTH) 1.3 $109M 1.3M 83.85
Nov Common (NOV) 1.2 $104M 5.6M 18.55
Dnow Common (DNOW) 0.7 $56M 4.3M 12.97
Vanguard 0-3M T-Bill ETF Etf (VBIL) 0.6 $50M 662k 75.68
Epam Sys Common (EPAM) 0.5 $47M 587k 79.35
Lennar Corporation - B Common (LEN.B) 0.4 $32M 364k 88.71
CRH Common (CRH) 0.0 $1.9M 18k 107.00
Agilent Technologies Common (A) 0.0 $1.4M 11k 132.83
Charles Schwab Corporation Common (SCHW) 0.0 $1.2M 13k 92.27
J P Morgan Chase Common (JPM) 0.0 $818k 2.5k 327.33
Union Pacific Corp Common (UNP) 0.0 $553k 2.0k 272.00
Genpact Common (G) 0.0 $275k 10k 27.50