Greenhaven Associates
$5.1B Assets Reported
30 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | 10,632,131 | $923M | 18.0% |
| TOL | Toll Brothers, Inc. (TOL) | 5,645,309 | $770M | 15.0% |
| PHM | PulteGroup Inc. (PHM) | 5,497,109 | $647M | 12.6% |
| DHI | D R Horton, Inc. (DHI) | 3,466,920 | $476M | 9.3% |
| OSK | Oshkosh Corp (OSK) | 2,531,005 | $373M | 7.3% |
| ARW | Arrow Electronics Inc (ARW) | 1,895,860 | $272M | 5.3% |
| AVT | Avnet Inc (AVT) | 3,920,512 | $242M | 4.7% |
| BAX | Baxter International Inc (BAX) | 14,307,688 | $240M | 4.7% |
| SLB | SLB LTD (SLB) | 4,664,577 | $240M | 4.7% |
| ICLR | Icon PLC (ICLR) | 2,002,411 | $222M | 4.3% |
Track Greenhaven Associates's 13F portfolio: $5.1B in reported holdings, 30 positions. Top holdings, AUM, and quarterly changes on SentiSense.