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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 · 2024Q1
27 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
14.15%
of portfolio
Number of shares
8,933,457 sh
Holdings current value
$1.54B
Avg closing price
$65.58
+41.5%
Last action
Added 6.4%
2026Q1
Current $92.79
2
35045V100General Motors Co (GM)
9.67%
of portfolio
Number of shares
23,154,158 sh
Holdings current value
$1.05B
Avg closing price
$41.02
Last action
Trimmed 10.3%
2026Q1
Current —
3
CCITIGROUP INC
Financial Services·Banks - Diversified
9.49%
of portfolio
Number of shares
16,291,760 sh
Holdings current value
$1.03B
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
4
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
8.83%
of portfolio
Number of shares
2,296,177 sh
Holdings current value
$959.09M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
5
G25508105CRH PLC
8.76%
of portfolio
Number of shares
11,028,797 sh
Holdings current value
$951.34M
Avg closing price
$55.15
Last action
Trimmed 0.0%
2026Q1
Current —
6
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
8.53%
of portfolio
Number of shares
4,626,384 sh
Holdings current value
$926.66M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 0.0%
2025Q3
Current $310.29
7
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
6.57%
of portfolio
Number of shares
5,512,894 sh
Holdings current value
$713.20M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
8
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
6.30%
of portfolio
Number of shares
5,670,818 sh
Holdings current value
$684.01M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
9
WRKUSDWESTROCK CO
5.76%
of portfolio
Number of shares
12,644,411 sh
Holdings current value
$625.27M
Avg closing price
$40.31
Last action
Exited
2024Q2
Current —
10
DHID R HORTON INC
Consumer Cyclical·Residential Construction
5.44%
of portfolio
Number of shares
3,587,993 sh
Holdings current value
$590.40M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
11
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
3.65%
of portfolio
Number of shares
10,165,385 sh
Holdings current value
$396.65M
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
2,480,089 sh
Holdings current value
$309.29M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
13
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.40%
of portfolio
Number of shares
1,799,060 sh
Holdings current value
$260.65M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.2%
2026Q1
Current $125.39
14
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
2.21%
of portfolio
Number of shares
1,850,828 sh
Holdings current value
$239.61M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
15
AVTAVNET INC
Technology·Electronics & Computer Distribution
1.76%
of portfolio
Number of shares
3,858,537 sh
Holdings current value
$191.31M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
16
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.34%
of portfolio
Number of shares
826,905 sh
Holdings current value
$145.09M
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
0.88%
of portfolio
Number of shares
1,476,300 sh
Holdings current value
$95.07M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
18
LEN/BLENNAR CORP
0.73%
of portfolio
Number of shares
516,800 sh
Holdings current value
$79.68M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
19
G3922B107GENPACT LIMITED
0.33%
of portfolio
Number of shares
1,087,635 sh
Holdings current value
$35.84M
Avg closing price
$33.30
Last action
Trimmed 0.1%
2025Q3
Current —
20
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.32%
of portfolio
Number of shares
1,798,976 sh
Holdings current value
$35.12M
Avg closing price
$16.16
+18.2%
Last action
Added 0.3%
2026Q1
Current $19.10
21
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.01%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.56M
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
$1.45M
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
$941.6K
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
24
UNPUNION PAC CORP
Industrials·Railroads
0.00%
of portfolio
Number of shares
2,032 sh
Holdings current value
$499.7K
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
$420.9K
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
$389.2K
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
$251.2K
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
14.15% · -46.0%
General Motors Co (GM)
9.67%
C
9.49% · +109.0%
GS
8.83% · +121.7%
CRH PLC
8.76%
JPM
8.53% · +54.9%
TOL
6.57% · +13.4%
PHM
6.30% · +4.9%
WRKUSD
5.76%
DHI
5.44% · -9.0%
IP
3.65% · -4.8%
OSK
2.85% · +18.6%
LEA
2.40% · -13.5%
ARW
2.21% · +35.2%
AVT
1.76% · +49.0%
MTH
1.34% · -61.2%
TEX
0.88% · -5.6%
LEN/B
0.73%
GENPACT LIMITED
0.33%
NOV
0.32% · -2.2%
A
0.01% · -16.2%
SCHW
0.01% · +27.6%
MS
0.01% · +100.5%
UNP
0.00% · +2.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical7 pos$4.33B53.3%
  • Financial Services5 pos$2.92B36.0%
  • Technology2 pos$430.9M5.3%
  • Industrials4 pos$405.1M5.0%
  • Energy1 pos$35.1M0.4%
  • Healthcare1 pos$1.6M0.0%
(25.3% unclassified, excluded from %)