Greenhaven Associates as of Dec. 31, 2016
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 15.1 | $896M | 3.7M | 239.45 | |
| Citigroup (C) | 11.4 | $675M | 11M | 59.43 | |
| JPMorgan Chase & Co. (JPM) | 11.0 | $652M | 7.6M | 86.29 | |
| Airbus Group Nv - Unsp (EADSY) | 9.8 | $584M | 36M | 16.42 | |
| FedEx Corporation (FDX) | 9.6 | $568M | 3.0M | 186.20 | |
| Lowe's Companies (LOW) | 8.7 | $517M | 7.3M | 71.12 | |
| Whirlpool Corporation (WHR) | 8.2 | $485M | 2.7M | 181.77 | |
| Boeing Company (BA) | 7.5 | $442M | 2.8M | 155.68 | |
| Lennar Corporation (LEN) | 3.9 | $232M | 5.4M | 42.93 | |
| D.R. Horton (DHI) | 3.4 | $202M | 7.4M | 27.33 | |
| Owens Corning (OC) | 2.4 | $142M | 2.8M | 51.56 | |
| Toll Brothers (TOL) | 2.0 | $121M | 3.9M | 31.00 | |
| Pulte (PHM) | 1.8 | $105M | 5.7M | 18.38 | |
| USG Corporation | 1.6 | $95M | 3.3M | 28.88 | |
| Calatlantic | 1.2 | $73M | 2.1M | 34.01 | |
| AECOM Technology Corporation (ACM) | 1.0 | $62M | 1.7M | 36.36 | |
| Tri Pointe Homes (TPH) | 1.0 | $59M | 5.2M | 11.48 | |
| 3M Company (MMM) | 0.1 | $8.9M | 50k | 178.58 | |
| Praxair | 0.1 | $7.8M | 66k | 117.19 | |
| Canam Group Inc Cl-a Subord | 0.0 | $1.3M | 204k | 6.59 | |
| TD Ameritrade Holding | 0.0 | $298k | 6.8k | 43.57 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $487k | 11k | 45.51 | |
| Sterling Construction Company (STRL) | 0.0 | $716k | 85k | 8.46 | |
| Union Pacific Corporation (UNP) | 0.0 | $211k | 2.0k | 103.84 |
