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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 · 2023Q4
27 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
14.37%
of portfolio
Number of shares
9,042,711 sh
Holdings current value
$1.35B
Avg closing price
$65.58
+41.5%
Last action
Added 6.3%
2026Q1
Current $92.79
2
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
9.59%
of portfolio
Number of shares
2,330,477 sh
Holdings current value
$899.03M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
3
CCITIGROUP INC
Financial Services·Banks - Diversified
8.84%
of portfolio
Number of shares
16,113,305 sh
Holdings current value
$828.87M
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
4
35045V100General Motors Co (GM)
8.82%
of portfolio
Number of shares
23,038,258 sh
Holdings current value
$827.53M
Avg closing price
$41.02
Last action
Trimmed 10.3%
2026Q1
Current —
5
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
8.57%
of portfolio
Number of shares
4,723,504 sh
Holdings current value
$803.47M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 0.0%
2025Q3
Current $310.29
6
G25508105CRH PLC
8.22%
of portfolio
Number of shares
11,141,937 sh
Holdings current value
$770.58M
Avg closing price
$55.15
Last action
Trimmed 0.0%
2026Q1
Current —
7
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
6.30%
of portfolio
Number of shares
5,726,368 sh
Holdings current value
$591.08M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.6%
2026Q1
Current $126.53
8
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
6.08%
of portfolio
Number of shares
5,544,987 sh
Holdings current value
$569.97M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
9
WRKUSDWESTROCK CO
5.94%
of portfolio
Number of shares
13,410,621 sh
Holdings current value
$556.81M
Avg closing price
$40.31
Last action
Exited
2024Q2
Current —
10
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.75%
of portfolio
Number of shares
3,547,948 sh
Holdings current value
$539.22M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
11
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
3.79%
of portfolio
Number of shares
9,835,395 sh
Holdings current value
$355.55M
Avg closing price
$39.89
-6.9%
Last action
Exited
2025Q1
Current $37.13
12
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
2.85%
of portfolio
Number of shares
2,469,789 sh
Holdings current value
$267.75M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
13
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.70%
of portfolio
Number of shares
1,792,860 sh
Holdings current value
$253.17M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.2%
2026Q1
Current $125.39
14
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
2.38%
of portfolio
Number of shares
1,826,528 sh
Holdings current value
$223.29M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
15
AVTAVNET INC
Technology·Electronics & Computer Distribution
2.06%
of portfolio
Number of shares
3,834,799 sh
Holdings current value
$193.27M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
16
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.54%
of portfolio
Number of shares
826,791 sh
Holdings current value
$144.03M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 1.3%
2026Q1
Current $68.07
17
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.89%
of portfolio
Number of shares
1,456,700 sh
Holdings current value
$83.70M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
18
LEN/BLENNAR CORP
0.81%
of portfolio
Number of shares
569,409 sh
Holdings current value
$76.33M
Avg closing price
$53.56
Last action
Trimmed 0.0%
2024Q4
Current —
19
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.34%
of portfolio
Number of shares
1,590,400 sh
Holdings current value
$32.25M
Avg closing price
$16.16
+18.2%
Last action
Added 0.4%
2026Q1
Current $19.10
20
G3922B107GENPACT LIMITED
0.11%
of portfolio
Number of shares
302,805 sh
Holdings current value
$10.51M
Avg closing price
$33.30
Last action
Trimmed 0.3%
2025Q3
Current —
21
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.49M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
22
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.38M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
23
MSMORGAN STANLEY
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$932.5K
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
24
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$499.1K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
25
BRK.BBERKSHIRE HATHAWAY INC DEL
0.00%
of portfolio
Number of shares
1,001 sh
Holdings current value
$357.0K
Avg closing price
$178.51
+165.9%
Last action
Exited
2025Q2
Current $474.58
26
G87110105TECHNIPFMC PLC
0.00%
of portfolio
Number of shares
15,500 sh
Holdings current value
$312.2K
Avg closing price
$6.72
Last action
Exited
2024Q2
Current —
27
MMM3M CO
Industrials·Conglomerates
0.00%
of portfolio
Number of shares
2,368 sh
Holdings current value
$258.9K
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
14.37% · -37.7%
GS
9.59% · +140.0%
C
8.84% · +157.0%
General Motors Co (GM)
8.82%
JPM
8.57% · +82.4%
CRH PLC
8.22%
PHM
6.30% · +22.6%
TOL
6.08% · +42.7%
WRKUSD
5.94%
DHI
5.75% · -1.4%
IP
3.79% · +2.7%
OSK
2.85% · +36.4%
LEA
2.70% · -11.2%
ARW
2.38% · +43.1%
AVT
2.06% · +46.5%
MTH
1.54% · -60.9%
TEX
0.89% · +5.8%
LEN/B
0.81%
NOV
0.34% · -5.8%
GENPACT LIMITED
0.11%
A
0.02% · -12.3%
SCHW
0.01% · +34.1%
MS
0.01% · +102.5%
UNP
0.01% · +2.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical7 pos$3.80B53.3%
  • Financial Services5 pos$2.53B35.5%
  • Technology2 pos$416.6M5.8%
  • Industrials4 pos$352.2M4.9%
  • Energy1 pos$32.3M0.5%
  • Healthcare1 pos$1.5M0.0%
(23.9% unclassified, excluded from %)