Greenhaven Associates
Greenhaven Associates · SEC CIK 846222
Patient, concentrated value in big, boring businesses.
Q1 2026
Latest 13F
$6.07B
Filed US book
27
Positions
Largest holdings, as filed
Top 15 of 27 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| General Motors Co (GM) | $933.20M | 15.4% | |
| Lennar Corporation - A (LEN) | LEN | $923.29M | 15.2% |
| Toll Brothers, Inc. (TOL) | TOL | $770.42M | 12.7% |
| PulteGroup Inc. (PHM) | PHM | $646.51M | 10.7% |
| D R Horton, Inc. (DHI) | DHI | $475.73M | 7.8% |
| Oshkosh Corp (OSK) | OSK | $372.59M | 6.1% |
| Arrow Electronics Inc (ARW) | ARW | $271.89M | 4.5% |
| Avnet Inc (AVT) | AVT | $241.58M | 4.0% |
| Baxter International Inc (BAX) | BAX | $240.37M | 4.0% |
| SLB LTD (SLB) | SLB | $239.71M | 4.0% |
| Icon PLC (ICLR) | $221.59M | 3.6% | |
| Lear Corporation (LEA) | LEA | $205.52M | 3.4% |
| Avantor Inc (AVTR) | AVTR | $177.14M | 2.9% |
| NOV INC (NOV) | NOV | $108.18M | 1.8% |
| Vanguard 0-3M T-Bill ETF (VBIL) | VBIL | $90.51M | 1.5% |
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Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.