Greenhaven Associates
$7.7B 13F equity value
30 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Greenhaven Associates covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | 11,316,279 | $1.0B | 13.4% |
| TOL | Toll Brothers, Inc. (TOL) | 5,630,109 | $928M | 12.1% |
| BDX | Becton Dickinson & Co (BDX) | 5,681,708 | $860M | 11.2% |
| PHM | PulteGroup Inc. (PHM) | 5,455,949 | $749M | 9.8% |
| DHI | D R Horton, Inc. (DHI) | 3,505,800 | $571M | 7.4% |
| ICLR | Icon Plc (ICLR) | 3,100,615 | $539M | 7.0% |
| ACN | Accenture Plc (ACN) | 3,384,681 | $421M | 5.5% |
| OSK | Oshkosh Corp (OSK) | 2,558,680 | $393M | 5.1% |
| ARW | Arrow Electronics Inc (ARW) | 1,764,153 | $376M | 4.9% |
| AVT | Avnet Inc (AVT) | 3,772,861 | $335M | 4.4% |
Track Greenhaven Associates's 13F portfolio: $7.7B in reported holdings, 30 positions. Top holdings and quarterly changes on SentiSense.
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