Institutional Fund
Greenhaven Associates Inc
Purchase, NYCIK 8462225 filings on record
Portfolio Value
$6.07B
Q1 2026
Holdings
27
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.6%
from $6.17B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- General Motors Co (Gm)15.4%
- Lennar Corp15.2%
- Toll Brothers Inc12.7%
- Pulte Group Inc10.6%
- D R Horton Inc7.8%
- Oshkosh Corp6.1%
- Other32.1%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | General Motors Co (Gm) | 12.53M | $933.20M | 15.4% | −2.65M | Reduced |
| 2 | Lennar Corp | 10.63M | $923.29M | 15.2% | +538.0K | Added |
| 3 | Toll Brothers Inc | 5.65M | $770.42M | 12.7% | +42.1K | Added |
| 4 | Pulte Group Inc | 5.50M | $646.51M | 10.6% | −37.3K | Reduced |
| 5 | D R Horton Inc | 3.47M | $475.73M | 7.8% | −17.2K | Reduced |
| 6 | Oshkosh Corp | 2.53M | $372.59M | 6.1% | +9.7K | Added |
| 7 | Arrow Electrs Inc | 1.90M | $271.89M | 4.5% | −4.1K | Reduced |
| 8 | Avnet Inc | 3.92M | $241.58M | 4.0% | −8.4K | Reduced |
| 9 | Baxter Intl Inc | 14.31M | $240.37M | 4.0% | +3.61M | Added |
| 10 | Schlumberger Ltd | 4.66M | $239.71M | 3.9% | +3.8K | Added |
17 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio