Asset Manager · CIK 0000846222

Greenhaven Associates

Greenhaven Associates, an asset manager overseeing $6.07B in disclosed equity holdings (SEC CIK 0000846222). The latest portfolio (2026Q1) discloses 27 positions across 6 sectors, with the largest positions in General Motors Co (GM), LEN and TOL. On a mark-to-market basis the tracked portfolio has returned 25.6% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Greenhaven's filings View holdings

Portfolio

$6.07B

Positions

Quarter

2026Q1

Filings tracked

1Y+25.6%3Y+75.9%5Y+60.6%10Y+144.0%Full performance →

Quarter

2026Q1 2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2

Biggest winner since filing

TOLTOLL BROTHERS INC

+337.7%

+$638.9M

Biggest loser since filing

AVTRAVANTOR INC

-28.7%

−$77.5M

Investment strategy

Greenhaven Associates is a mid-size fund with a concentrated portfolio tilted toward consumer names. 65% of the disclosed equity book is in consumer-facing sectors.