Greenhaven Associates as of March 31, 2017
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 25 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Goldman Sachs (GS) | 13.5 | $850M | 3.7M | 229.72 | |
| Airbus Group Nv - Unsp (EADSY) | 10.9 | $684M | 36M | 19.05 | |
| Citigroup (C) | 10.8 | $681M | 11M | 59.82 | |
| JPMorgan Chase & Co. (JPM) | 10.2 | $643M | 7.3M | 87.84 | |
| FedEx Corporation (FDX) | 9.4 | $593M | 3.0M | 195.15 | |
| Lowe's Companies (LOW) | 9.4 | $592M | 7.2M | 82.21 | |
| Boeing Company (BA) | 8.0 | $501M | 2.8M | 176.86 | |
| Whirlpool Corporation (WHR) | 7.4 | $466M | 2.7M | 171.33 | |
| Lennar Corporation (LEN) | 4.4 | $275M | 5.4M | 51.19 | |
| D.R. Horton (DHI) | 4.0 | $255M | 7.6M | 33.31 | |
| Owens Corning (OC) | 2.3 | $147M | 2.4M | 61.37 | |
| Toll Brothers (TOL) | 2.3 | $146M | 4.0M | 36.11 | |
| Pulte (PHM) | 2.1 | $135M | 5.8M | 23.55 | |
| Calatlantic | 1.5 | $96M | 2.6M | 37.45 | |
| USG Corporation | 1.4 | $87M | 2.7M | 31.80 | |
| Tri Pointe Homes (TPH) | 1.0 | $65M | 5.2M | 12.54 | |
| AECOM Technology Corporation (ACM) | 0.9 | $60M | 1.7M | 35.59 | |
| 3M Company (MMM) | 0.1 | $9.6M | 50k | 191.34 | |
| Praxair | 0.1 | $7.9M | 66k | 118.60 | |
| Taylor Morrison Hom (TMHC) | 0.0 | $2.7M | 128k | 21.32 | |
| Canam Group Inc Cl-a Subord | 0.0 | $1.1M | 225k | 4.96 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $566k | 11k | 52.90 | |
| Sterling Construction Company (STRL) | 0.0 | $783k | 85k | 9.25 | |
| TD Ameritrade Holding | 0.0 | $244k | 6.3k | 38.92 | |
| Union Pacific Corporation (UNP) | 0.0 | $215k | 2.0k | 105.81 |
