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Greenhaven Associates's 2026Q1 portfolio

Greenhaven Associates (Greenhaven Associates) held 19 positions as of Mar 31, 2026, with the largest position at 15.4% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (19)

  1. 1(cusip)General Motors CO (gm)
    % port
    15.4%
    -4.6pp vs prior Q
  2. 2LENLennar Corp-a
    % port
    15.2%
    -1.6pp vs prior Q
  3. 3TOLToll Brothers Inc
    % port
    12.7%
    +0.4pp vs prior Q
  4. 4PHMPultegroup Inc
    % port
    10.6%
    +0.1pp vs prior Q
  5. 5DHIDR Horton Inc
    % port
    7.8%
    -0.3pp vs prior Q
  6. 6OSKOshkosh Corp
    % port
    6.1%
    +1.0pp vs prior Q
  7. 7ARWArrow Electronics Inc
    % port
    4.5%
    +1.1pp vs prior Q
  8. 8AVTAvnet Inc
    % port
    4.0%
    +0.9pp vs prior Q
  9. 9BAXBaxter International Inc
    % port
    4.0%
    +0.6pp vs prior Q
  10. 10SLBSlb Ltd
    % port
    3.9%
    +1.0pp vs prior Q
  11. 11ICLRIcon Plc (iclr)
    % port
    3.6%
    +3.6pp vs prior Q
  12. 12LEALear Corp
    % port
    3.4%
  13. 13AVTRAvantor Inc
    % port
    2.9%
    -0.9pp vs prior Q
  14. 14NOVNov Inc
    % port
    1.8%
    +0.3pp vs prior Q
  15. 15VBILVanguard 0-3m T-bill Etf
    % port
    1.5%
    +0.5pp vs prior Q
  16. 16MTHMeritage Homes Corp
    % port
    1.5%
  17. 17LEN/BLennar Corp - B Shs
    % port
    0.5%
  18. 18TMHCTaylor Morrison Home Corp
    % port
    0.3%
    +0.2pp vs prior Q
  19. 19DNOWDnow Inc
    % port
    0.2%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.