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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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Asset Manager · CIK 0000846222

Greenhaven Associates

Share
  • Consumer-Focused
  • Concentrated
  • Mid-Size Fund

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 filingsView holdings↓
Portfolio
$6.07B
Positions
27
Quarter
2026Q1
Filings tracked
40
1Y+25.6%Since filing+235.7%Full performance →
Quarter
2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2

Holdings

Sorted by value · 2026Q1
27 positions
1
35045V100General Motors Co (GM)
15.37%
of portfolio
Number of shares
12,526,135 sh
Holdings current value
$933.20M
Avg closing price
$41.02
Last action
Trimmed 17.5%
2026Q1
Current —
2
LENLENNAR CORP
Consumer Cyclical·Residential Construction
15.21%
of portfolio
Number of shares
10,632,131 sh
Holdings current value
$923.29M
Avg closing price
$65.58
+41.5%
Last action
Added 5.3%
2026Q1
Current $92.79
3
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
12.69%
of portfolio
Number of shares
5,645,309 sh
Holdings current value
$770.42M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
4
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
10.65%
of portfolio
Number of shares
5,497,109 sh
Holdings current value
$646.51M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
5
DHID R HORTON INC
Consumer Cyclical·Residential Construction
7.84%
of portfolio
Number of shares
3,466,920 sh
Holdings current value
$475.73M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
6
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
6.14%
of portfolio
Number of shares
2,531,005 sh
Holdings current value
$372.59M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
7
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
4.48%
of portfolio
Number of shares
1,895,860 sh
Holdings current value
$271.89M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
8
AVTAVNET INC
Technology·Electronics & Computer Distribution
3.98%
of portfolio
Number of shares
3,920,512 sh
Holdings current value
$241.58M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
9
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
3.96%
of portfolio
Number of shares
14,307,688 sh
Holdings current value
$240.37M
Avg closing price
$20.14
-7.1%
Last action
Added 33.8%
2026Q1
Current $18.71
10
SCHWSCHLUMBERGER LTD
Energy·Oil & Gas Equipment & Services
3.95%
of portfolio
Number of shares
4,664,577 sh
Holdings current value
$239.71M
Avg closing price
$38.39
+140.4%
Last action
Added 0.1%
2026Q1
Current $92.28
11
G4705A100ICON PLC
3.65%
of portfolio
Number of shares
2,002,411 sh
Holdings current value
$221.59M
Avg closing price
$110.96
Last action
Added 11412.1%
2026Q1
Current —
12
LEALEAR CORP
Consumer Cyclical·Auto Parts
3.38%
of portfolio
Number of shares
1,697,369 sh
Holdings current value
$205.52M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.4%
2026Q1
Current $125.39
13
AVTRAVANTOR INC
Healthcare·Medical Instruments & Supplies
2.92%
of portfolio
Number of shares
22,593,838 sh
Holdings current value
$177.14M
Avg closing price
$11.95
-28.7%
Last action
Added 10.2%
2026Q1
Current $8.52
14
NOVNOV INC
Energy·Oil & Gas Equipment & Services
1.78%
of portfolio
Number of shares
5,751,338 sh
Holdings current value
$108.18M
Avg closing price
$16.16
+18.2%
Last action
Added 0.1%
2026Q1
Current $19.10
15
VBILVANGUARD INSTL INDEX FDETF
1.49%
of portfolio
Number of shares
1,196,425 sh
Holdings current value
$90.51M
Avg closing price
$75.59
-0.0%
Last action
Added 54.8%
2026Q1
Current $75.57
16
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.48%
of portfolio
Number of shares
1,454,849 sh
Holdings current value
$89.97M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 0.7%
2026Q1
Current $68.07
17
LEN/BLENNAR CORP
0.50%
of portfolio
Number of shares
364,059 sh
Holdings current value
$30.62M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
18
TMHCTAYLOR MORRISON HOME CORP
Consumer Cyclical·Residential Construction
0.26%
of portfolio
Number of shares
270,608 sh
Holdings current value
$15.76M
Avg closing price
$53.16
+14.1%
Last action
Added 469.7%
2026Q1
Current $60.64
19
DNOWNOW INC
Industrials·Industrial Distribution
0.16%
of portfolio
Number of shares
824,487 sh
Holdings current value
$9.82M
Avg closing price
$11.91
+0.3%
Last action
New holding
2026Q1
Current $11.95
20
G25508105CRH PLC
0.03%
of portfolio
Number of shares
17,500 sh
Holdings current value
$1.84M
Avg closing price
$55.15
Last action
Trimmed 12.5%
2026Q1
Current —
21
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.22M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
22
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
4,000 sh
Holdings current value
$1.18M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 20.0%
2025Q3
Current $310.29
23
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
12,500 sh
Holdings current value
$1.17M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 16.7%
2025Q4
Current $92.28
24
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.01%
of portfolio
Number of shares
10,922 sh
Holdings current value
$645.5K
Avg closing price
$58.62
+3.7%
Last action
Trimmed 43.8%
2026Q1
Current $60.82
25
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$493.0K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
26
G3922B107GENPACT LIMITED
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$372.5K
Avg closing price
$33.30
Last action
Trimmed 9.2%
2025Q3
Current —
27
N82405106STELLANTIS N.V
0.00%
of portfolio
Number of shares
37,000 sh
Holdings current value
$262.3K
Avg closing price
$10.91
Last action
Added 2.8%
2026Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
General Motors Co (GM)
15.37%
LEN
15.21% · +6.9%
TOL
12.69% · +7.5%
PHM
10.65% · +7.6%
DHI
7.84% · +9.2%
OSK
6.14% · +0.4%
ARW
4.48% · +22.0%
AVT
3.98% · +19.8%
BAX
3.96% · +11.4%
SCHW
3.95% · +79.6%
ICON PLC
3.65%
LEA
3.38% · +3.6%
AVTR
2.92% · +8.7%
NOV
1.78% · +1.5%
VBIL
1.49% · -0.1%
MTH
1.48% · +10.1%
LEN/B
0.50%
TMHC
0.26% · +4.1%
DNOW
0.16% · +0.3%
CRH PLC
0.03%
A
0.02% · +6.9%
JPM
0.02% · +5.5%
SCHW
0.02% · -1.8%
TEX
0.01% · +2.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical7 pos$3.13B65.2%
  • Technology2 pos$513.5M10.7%
  • Healthcare3 pos$418.7M8.7%
  • Industrials4 pos$383.5M8.0%
  • Energy2 pos$347.9M7.3%
  • Financial Services2 pos$2.4M0.0%
(21.1% unclassified, excluded from %)