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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 · 2024Q2
25 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
17.67%
of portfolio
Number of shares
8,972,532 sh
Holdings current value
$1.34B
Avg closing price
$65.58
+41.5%
Last action
Added 6.4%
2026Q1
Current $92.79
2
35045V100General Motors Co (GM)
14.20%
of portfolio
Number of shares
23,266,658 sh
Holdings current value
$1.08B
Avg closing price
$41.02
Last action
Trimmed 10.2%
2026Q1
Current —
3
CCITIGROUP INC
Financial Services·Banks - Diversified
13.87%
of portfolio
Number of shares
16,640,846 sh
Holdings current value
$1.06B
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
4
G25508105CRH PLC
10.95%
of portfolio
Number of shares
11,120,064 sh
Holdings current value
$833.78M
Avg closing price
$55.15
Last action
Trimmed 0.0%
2026Q1
Current —
5
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
8.42%
of portfolio
Number of shares
5,565,787 sh
Holdings current value
$641.07M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
6
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
8.07%
of portfolio
Number of shares
5,576,308 sh
Holdings current value
$613.95M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
7
DHID R HORTON INC
Consumer Cyclical·Residential Construction
6.80%
of portfolio
Number of shares
3,669,893 sh
Holdings current value
$517.20M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
8
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
3.58%
of portfolio
Number of shares
2,517,042 sh
Holdings current value
$272.34M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
9
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
3.06%
of portfolio
Number of shares
5,403,885 sh
Holdings current value
$233.18M
Avg closing price
$39.89
-6.9%
Last action
Exited
2025Q1
Current $37.13
10
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
2.99%
of portfolio
Number of shares
1,882,880 sh
Holdings current value
$227.38M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
11
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.73%
of portfolio
Number of shares
1,816,880 sh
Holdings current value
$207.51M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.2%
2026Q1
Current $125.39
12
AVTAVNET INC
Technology·Electronics & Computer Distribution
2.65%
of portfolio
Number of shares
3,922,338 sh
Holdings current value
$201.96M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
13
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.64%
of portfolio
Number of shares
772,153 sh
Holdings current value
$124.97M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 1.3%
2026Q1
Current $68.07
14
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
1.08%
of portfolio
Number of shares
1,499,671 sh
Holdings current value
$82.24M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
15
LEN/BLENNAR CORP
0.88%
of portfolio
Number of shares
482,750 sh
Holdings current value
$67.31M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
16
G3922B107GENPACT LIMITED
0.52%
of portfolio
Number of shares
1,240,775 sh
Holdings current value
$39.94M
Avg closing price
$33.30
Last action
Trimmed 0.1%
2025Q3
Current —
17
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.45%
of portfolio
Number of shares
1,798,976 sh
Holdings current value
$34.20M
Avg closing price
$16.16
+18.2%
Last action
Added 0.3%
2026Q1
Current $19.10
18
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.34%
of portfolio
Number of shares
57,259 sh
Holdings current value
$25.90M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
19
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
7,500 sh
Holdings current value
$1.52M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 11.8%
2025Q3
Current $310.29
20
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.47M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
21
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.39M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
22
MSMORGAN STANLEY
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$971.9K
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
23
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$459.8K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
24
BRK.BBERKSHIRE HATHAWAY INC DEL
0.01%
of portfolio
Number of shares
1,001 sh
Holdings current value
$407.2K
Avg closing price
$178.51
+165.9%
Last action
Exited
2025Q2
Current $474.58
25
MMM3M CO
Industrials·Conglomerates
0.00%
of portfolio
Number of shares
2,368 sh
Holdings current value
$242.0K
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
17.67% · -38.1%
General Motors Co (GM)
14.20%
C
13.87% · +108.3%
CRH PLC
10.95%
TOL
8.42% · +27.3%
PHM
8.07% · +14.9%
DHI
6.80% · +6.3%
OSK
3.58% · +36.7%
IP
3.06% · -14.0%
ARW
2.99% · +44.9%
LEA
2.73% · +9.8%
AVT
2.65% · +43.4%
MTH
1.64% · -57.9%
TEX
1.08% · +10.9%
LEN/B
0.88%
GENPACT LIMITED
0.52%
NOV
0.45% · +0.5%
GS
0.34% · +104.7%
JPM
0.02% · +53.4%
SCHW
0.02% · +25.2%
A
0.02% · -6.0%
MS
0.01% · +94.3%
UNP
0.01% · +11.0%
BRK.B
0.01% · +16.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical7 pos$3.68B65.9%
  • Financial Services5 pos$1.09B19.4%
  • Technology2 pos$429.3M7.7%
  • Industrials4 pos$355.3M6.4%
  • Energy1 pos$34.2M0.6%
  • Healthcare1 pos$1.4M0.0%
(26.6% unclassified, excluded from %)