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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 · 2023Q2
29 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
15.09%
of portfolio
Number of shares
9,066,250 sh
Holdings current value
$1.14B
Avg closing price
$65.58
+41.5%
Last action
Added 6.3%
2026Q1
Current $92.79
2
35045V100General Motors Co (GM)
11.28%
of portfolio
Number of shares
22,036,218 sh
Holdings current value
$849.72M
Avg closing price
$41.02
Last action
Trimmed 10.7%
2026Q1
Current —
3
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
9.75%
of portfolio
Number of shares
2,275,566 sh
Holdings current value
$733.96M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
4
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
9.28%
of portfolio
Number of shares
4,806,904 sh
Holdings current value
$699.12M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 0.0%
2025Q3
Current $310.29
5
CCITIGROUP INC
Financial Services·Banks - Diversified
6.71%
of portfolio
Number of shares
10,970,910 sh
Holdings current value
$505.10M
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
6
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
5.97%
of portfolio
Number of shares
5,783,350 sh
Holdings current value
$449.25M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.6%
2026Q1
Current $126.53
7
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
5.81%
of portfolio
Number of shares
5,537,947 sh
Holdings current value
$437.89M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
8
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.81%
of portfolio
Number of shares
3,594,442 sh
Holdings current value
$437.41M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
9
WRKUSDWESTROCK CO
5.23%
of portfolio
Number of shares
13,561,470 sh
Holdings current value
$394.23M
Avg closing price
$40.31
Last action
Exited
2024Q2
Current —
10
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
4.17%
of portfolio
Number of shares
2,111,930 sh
Holdings current value
$314.23M
Avg closing price
$169.01
-66.4%
Last action
Exited
2023Q4
Current $56.83
11
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
3.85%
of portfolio
Number of shares
9,123,905 sh
Holdings current value
$290.23M
Avg closing price
$39.89
-6.9%
Last action
Exited
2025Q1
Current $37.13
12
LEALEAR CORP
Consumer Cyclical·Auto Parts
3.45%
of portfolio
Number of shares
1,809,030 sh
Holdings current value
$259.69M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.2%
2026Q1
Current $125.39
13
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
2.85%
of portfolio
Number of shares
1,498,038 sh
Holdings current value
$214.56M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.3%
2026Q1
Current $174.97
14
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
2.71%
of portfolio
Number of shares
2,357,828 sh
Holdings current value
$204.16M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
15
AVTAVNET INC
Technology·Electronics & Computer Distribution
2.44%
of portfolio
Number of shares
3,642,489 sh
Holdings current value
$183.76M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
16
12626K203CRH PLC
1.55%
of portfolio
Number of shares
2,090,525 sh
Holdings current value
$116.50M
Avg closing price
$37.35
Last action
Exited
2023Q3
Current —
17
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.53%
of portfolio
Number of shares
810,891 sh
Holdings current value
$115.37M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 1.3%
2026Q1
Current $68.07
18
LEN/BLENNAR CORP
0.86%
of portfolio
Number of shares
573,294 sh
Holdings current value
$64.77M
Avg closing price
$53.56
Last action
Trimmed 0.0%
2024Q4
Current —
19
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.59%
of portfolio
Number of shares
739,010 sh
Holdings current value
$44.21M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 1.1%
2026Q1
Current $60.82
20
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.47%
of portfolio
Number of shares
1,244,500 sh
Holdings current value
$35.70M
Avg closing price
$33.12
+62.8%
Last action
Exited
2023Q3
Current $53.91
21
GILGILDAN ACTIVEWEAR INC
Consumer Cyclical·Apparel Manufacturing
0.45%
of portfolio
Number of shares
1,045,840 sh
Holdings current value
$33.72M
Avg closing price
$28.13
+112.8%
Last action
Exited
2023Q4
Current $59.88
22
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
0.09%
of portfolio
Number of shares
78,040 sh
Holdings current value
$6.64M
Avg closing price
$67.36
+76.6%
Last action
Exited
2023Q4
Current $118.92
23
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.29M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
24
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.13M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
25
MSMORGAN STANLEY
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$854.0K
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
26
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$415.8K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
27
BRK.BBERKSHIRE HATHAWAY INC DEL
0.00%
of portfolio
Number of shares
1,001 sh
Holdings current value
$341.3K
Avg closing price
$178.51
+165.9%
Last action
Exited
2025Q2
Current $474.58
28
G87110105TECHNIPFMC PLC
0.00%
of portfolio
Number of shares
15,500 sh
Holdings current value
$257.6K
Avg closing price
$6.72
Last action
Exited
2024Q2
Current —
29
MMM3M CO
Industrials·Conglomerates
0.00%
of portfolio
Number of shares
2,368 sh
Holdings current value
$237.0K
Avg closing price
$176.13
-12.3%
Last action
Exited
2024Q3
Current $154.55

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LEN
15.09% · -26.0%
General Motors Co (GM)
11.28%
GS
9.75% · +187.1%
JPM
9.28% · +113.3%
C
6.71% · +187.1%
PHM
5.97% · +62.9%
TOL
5.81% · +85.5%
DHI
5.81% · +23.1%
WRKUSD
5.23%
WHR
4.17% · -61.8%
IP
3.85% · +16.7%
LEA
3.45% · -12.7%
ARW
2.85% · +22.2%
OSK
2.71% · +70.8%
AVT
2.44% · +46.4%
CRH PLC
1.55%
MTH
1.53% · -52.2%
LEN/B
0.86%
TEX
0.59% · +1.7%
BAC
0.47% · +87.9%
GIL
0.45% · +85.7%
ALV
0.09% · +39.8%
A
0.02% · +1.3%
SCHW
0.02% · +62.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical10 pos$3.48B57.0%
  • Financial Services6 pos$1.98B32.4%
  • Technology2 pos$398.3M6.5%
  • Industrials4 pos$249.0M4.1%
  • Healthcare1 pos$1.3M0.0%
(18.9% unclassified, excluded from %)