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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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  3. Greenhaven Associates
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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 · 2023Q3
29 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
13.07%
of portfolio
Number of shares
8,982,250 sh
Holdings current value
$1.01B
Avg closing price
$65.58
+41.5%
Last action
Added 6.4%
2026Q1
Current $92.79
2
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
9.79%
of portfolio
Number of shares
2,333,937 sh
Holdings current value
$755.19M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
3
35045V100General Motors Co (GM)
9.50%
of portfolio
Number of shares
22,219,988 sh
Holdings current value
$732.59M
Avg closing price
$41.02
Last action
Trimmed 10.7%
2026Q1
Current —
4
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
8.87%
of portfolio
Number of shares
4,719,004 sh
Holdings current value
$684.35M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 0.0%
2025Q3
Current $310.29
5
G25508105CRH PLC
7.83%
of portfolio
Number of shares
11,038,427 sh
Holdings current value
$604.13M
Avg closing price
$55.15
Last action
Trimmed 0.0%
2026Q1
Current —
6
CCITIGROUP INC
Financial Services·Banks - Diversified
7.02%
of portfolio
Number of shares
13,164,793 sh
Holdings current value
$541.47M
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
7
WRKUSDWESTROCK CO
6.28%
of portfolio
Number of shares
13,519,770 sh
Holdings current value
$484.01M
Avg closing price
$40.31
Last action
Exited
2024Q2
Current —
8
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
5.47%
of portfolio
Number of shares
5,702,018 sh
Holdings current value
$422.23M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
9
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
5.33%
of portfolio
Number of shares
5,553,907 sh
Holdings current value
$410.77M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
10
DHID R HORTON INC
Consumer Cyclical·Residential Construction
4.90%
of portfolio
Number of shares
3,513,582 sh
Holdings current value
$377.60M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
11
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
4.51%
of portfolio
Number of shares
9,809,755 sh
Holdings current value
$347.95M
Avg closing price
$39.89
-6.9%
Last action
Exited
2025Q1
Current $37.13
12
LEALEAR CORP
Consumer Cyclical·Auto Parts
3.11%
of portfolio
Number of shares
1,789,830 sh
Holdings current value
$240.20M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.2%
2026Q1
Current $125.39
13
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
3.04%
of portfolio
Number of shares
2,458,689 sh
Holdings current value
$234.63M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
14
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
2.85%
of portfolio
Number of shares
1,757,128 sh
Holdings current value
$220.06M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
15
WHRWHIRLPOOL CORP
Consumer Cyclical·Furnishings, Fixtures & Appliances
2.75%
of portfolio
Number of shares
1,585,070 sh
Holdings current value
$211.92M
Avg closing price
$169.01
-66.4%
Last action
Exited
2023Q4
Current $56.83
16
AVTAVNET INC
Technology·Electronics & Computer Distribution
2.36%
of portfolio
Number of shares
3,772,089 sh
Holdings current value
$181.78M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
17
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.29%
of portfolio
Number of shares
813,950 sh
Holdings current value
$99.62M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 1.3%
2026Q1
Current $68.07
18
LEN/BLENNAR CORP
0.75%
of portfolio
Number of shares
569,024 sh
Holdings current value
$58.17M
Avg closing price
$53.56
Last action
Trimmed 0.0%
2024Q4
Current —
19
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.54%
of portfolio
Number of shares
723,010 sh
Holdings current value
$41.66M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 1.2%
2026Q1
Current $60.82
20
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.42%
of portfolio
Number of shares
1,561,900 sh
Holdings current value
$32.64M
Avg closing price
$16.16
+18.2%
Last action
Added 0.4%
2026Q1
Current $19.10
21
GILGILDAN ACTIVEWEAR INC
Consumer Cyclical·Apparel Manufacturing
0.20%
of portfolio
Number of shares
561,734 sh
Holdings current value
$15.73M
Avg closing price
$28.13
+112.8%
Last action
Exited
2023Q4
Current $59.88
22
ALVAUTOLIV INC
Consumer Cyclical·Auto Parts
0.05%
of portfolio
Number of shares
40,285 sh
Holdings current value
$3.89M
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
$1.20M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
24
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.10M
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
$816.7K
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
$413.8K
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
$350.6K
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
$315.3K
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
$221.7K
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
13.07% · -17.3%
GS
9.79% · +186.2%
General Motors Co (GM)
9.50%
JPM
8.87% · +114.0%
CRH PLC
7.83%
C
7.02% · +221.4%
WRKUSD
6.28%
PHM
5.47% · +70.9%
TOL
5.33% · +98.3%
DHI
4.90% · +39.4%
IP
4.51% · +4.7%
LEA
3.11% · -6.6%
OSK
3.04% · +55.0%
ARW
2.85% · +39.7%
WHR
2.75% · -57.5%
AVT
2.36% · +53.2%
MTH
1.29% · -44.4%
LEN/B
0.75%
TEX
0.54% · +5.6%
NOV
0.42% · -8.6%
GIL
0.20% · +113.8%
ALV
0.05% · +23.3%
A
0.02% · +9.0%
SCHW
0.01% · +68.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical10 pos$3.14B53.8%
  • Financial Services5 pos$1.98B34.0%
  • Technology2 pos$401.8M6.9%
  • Industrials4 pos$276.9M4.7%
  • Energy1 pos$32.6M0.6%
  • Healthcare1 pos$1.2M0.0%
(24.4% unclassified, excluded from %)