Greenhaven Associates
Greenhaven Associates · SEC CIK 846222
Patient, concentrated value in big, boring businesses.
This filing is 67 days old. Greenhaven Associates keeps roughly 91% of its positions in a typical quarter, so about 93% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 28 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| Lennar Corporation - A (LEN) | LEN | $1.02B | 11.8% | |
| General Motors Co (GM) | $992.29M | 11.5% | n/a | |
| Toll Brothers, Inc. (TOL) | TOL | $927.56M | 10.7% | |
| Becton Dickinson & Co (BDX) | BDX | $859.81M | 9.9% | |
| PulteGroup Inc. (PHM) | PHM | $748.61M | 8.6% | |
| D R Horton, Inc. (DHI) | DHI | $571.02M | 6.6% | |
| Icon Plc (ICLR) | $538.61M | 6.2% | n/a | |
| Accenture Plc (ACN) | $421.19M | 4.9% | n/a | |
| Oshkosh Corp (OSK) | OSK | $392.71M | 4.5% | |
| Arrow Electronics Inc (ARW) | ARW | $376.49M | 4.3% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was LEN (shares up 6%), now $1.02B; the largest trim was ARW (shares down 7%); TMHC, TEX, Stellantis NV (STLA) no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Greenhaven Associates's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Greenhaven Associates are LEN (11.8% of the book), General Motors Co (GM) (11.5% of the book), TOL (10.7% of the book).
How big is Greenhaven Associates's portfolio?
The latest 13F reports $8.66B across 28 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Greenhaven Associates still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Greenhaven Associates's own filing history, the fund keeps roughly 91% of positions in a typical quarter, so at 67 days since the period end roughly 93% of this book is likely intact. The snapshot half-life for this fund is about 689 days.
What did Greenhaven Associates buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was LEN (shares up 6%), now $1.02B; the largest trim was ARW (shares down 7%); TMHC, TEX, Stellantis NV (STLA) no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Greenhaven Associates, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.