OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Greenhaven Associates
  • Overview
  • Portfolio27
  • Performance40Q
  • Options
  • Activity845
  • News
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 · 2024Q3
24 positions
1
LENLENNAR CORP
Consumer Cyclical·Residential Construction
19.98%
of portfolio
Number of shares
9,087,186 sh
Holdings current value
$1.70B
Avg closing price
$65.58
+41.5%
Last action
Added 6.3%
2026Q1
Current $92.79
2
35045V100General Motors Co (GM)
12.53%
of portfolio
Number of shares
23,830,856 sh
Holdings current value
$1.07B
Avg closing price
$41.02
Last action
Trimmed 10.0%
2026Q1
Current —
3
CCITIGROUP INC
Financial Services·Banks - Diversified
12.39%
of portfolio
Number of shares
16,883,391 sh
Holdings current value
$1.06B
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
4
G25508105CRH PLC
12.13%
of portfolio
Number of shares
11,155,273 sh
Holdings current value
$1.03B
Avg closing price
$55.15
Last action
Trimmed 0.0%
2026Q1
Current —
5
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
10.04%
of portfolio
Number of shares
5,542,130 sh
Holdings current value
$856.20M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
6
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
9.41%
of portfolio
Number of shares
5,593,179 sh
Holdings current value
$802.79M
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
8.21%
of portfolio
Number of shares
3,671,505 sh
Holdings current value
$700.41M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
8
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
2.98%
of portfolio
Number of shares
2,536,484 sh
Holdings current value
$254.18M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
9
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
2.94%
of portfolio
Number of shares
1,884,373 sh
Holdings current value
$250.30M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
10
AVTAVNET INC
Technology·Electronics & Computer Distribution
2.50%
of portfolio
Number of shares
3,924,652 sh
Holdings current value
$213.15M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
11
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.33%
of portfolio
Number of shares
1,819,646 sh
Holdings current value
$198.61M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.1%
2026Q1
Current $125.39
12
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.79%
of portfolio
Number of shares
744,363 sh
Holdings current value
$152.65M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 1.4%
2026Q1
Current $68.07
13
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.93%
of portfolio
Number of shares
1,499,843 sh
Holdings current value
$79.36M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
14
LEN/BLENNAR CORP
0.74%
of portfolio
Number of shares
364,331 sh
Holdings current value
$63.01M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
15
G3922B107GENPACT LIMITED
0.57%
of portfolio
Number of shares
1,243,813 sh
Holdings current value
$48.77M
Avg closing price
$33.30
Last action
Trimmed 0.1%
2025Q3
Current —
16
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.38%
of portfolio
Number of shares
2,035,376 sh
Holdings current value
$32.50M
Avg closing price
$16.16
+18.2%
Last action
Added 0.3%
2026Q1
Current $19.10
17
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.05%
of portfolio
Number of shares
9,040 sh
Holdings current value
$4.48M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
18
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
0.02%
of portfolio
Number of shares
35,288 sh
Holdings current value
$1.72M
Avg closing price
$39.89
-6.9%
Last action
Exited
2025Q1
Current $37.13
19
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.59M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
20
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.30M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
21
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
5,000 sh
Holdings current value
$1.05M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 16.7%
2025Q3
Current $310.29
22
MSMORGAN STANLEY
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$1.04M
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
$500.8K
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
$460.7K
Avg closing price
$178.51
+165.9%
Last action
Exited
2025Q2
Current $474.58

Portfolio heatmap

Box size = % of portfolio · color = return since filing
LEN
19.98% · -50.5%
General Motors Co (GM)
12.53%
C
12.39% · +111.2%
CRH PLC
12.13%
TOL
10.04% · -5.1%
PHM
9.41% · -11.8%
DHI
8.21% · -21.5%
OSK
2.98% · +47.6%
ARW
2.94% · +31.7%
AVT
2.50% · +36.0%
LEA
2.33% · +14.9%
MTH
1.79% · -66.8%
TEX
0.93% · +14.9%
LEN/B
0.74%
GENPACT LIMITED
0.57%
NOV
0.38% · +19.6%
GS
0.05% · +87.0%
IP
0.02% · -24.0%
A
0.02% · -17.9%
SCHW
0.02% · +42.4%
JPM
0.01% · +47.2%
MS
0.01% · +81.1%
UNP
0.01% · +1.9%
BRK.B
0.01% · +3.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical7 pos$4.42B70.0%
  • Financial Services5 pos$1.06B16.9%
  • Technology2 pos$463.4M7.3%
  • Industrials3 pos$334.0M5.3%
  • Energy1 pos$32.5M0.5%
  • Healthcare1 pos$1.6M0.0%
(26.0% unclassified, excluded from %)