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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 · 2024Q4
24 positions
1
35045V100General Motors Co (GM)
18.69%
of portfolio
Number of shares
23,723,444 sh
Holdings current value
$1.26B
Avg closing price
$41.02
Last action
Trimmed 10.1%
2026Q1
Current —
2
LENLENNAR CORP
Consumer Cyclical·Residential Construction
18.49%
of portfolio
Number of shares
9,164,735 sh
Holdings current value
$1.25B
Avg closing price
$65.58
+41.5%
Last action
Added 6.2%
2026Q1
Current $92.79
3
CCITIGROUP INC
Financial Services·Banks - Diversified
17.57%
of portfolio
Number of shares
16,870,765 sh
Holdings current value
$1.19B
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
4
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
10.32%
of portfolio
Number of shares
5,536,503 sh
Holdings current value
$697.32M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
5
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
9.00%
of portfolio
Number of shares
5,584,228 sh
Holdings current value
$608.12M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
6
DHID R HORTON INC
Consumer Cyclical·Residential Construction
7.59%
of portfolio
Number of shares
3,671,563 sh
Holdings current value
$513.36M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
7
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
3.59%
of portfolio
Number of shares
2,552,106 sh
Holdings current value
$242.63M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
8
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
3.19%
of portfolio
Number of shares
1,904,857 sh
Holdings current value
$215.48M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
9
AVTAVNET INC
Technology·Electronics & Computer Distribution
3.07%
of portfolio
Number of shares
3,962,837 sh
Holdings current value
$207.34M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
10
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.58%
of portfolio
Number of shares
1,842,247 sh
Holdings current value
$174.46M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.1%
2026Q1
Current $125.39
11
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.68%
of portfolio
Number of shares
739,013 sh
Holdings current value
$113.67M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 1.4%
2026Q1
Current $68.07
12
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
1.03%
of portfolio
Number of shares
1,503,133 sh
Holdings current value
$69.47M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
13
G25508105CRH PLC
0.86%
of portfolio
Number of shares
631,793 sh
Holdings current value
$58.45M
Avg closing price
$55.15
Last action
Trimmed 0.4%
2026Q1
Current —
14
G3922B107GENPACT LIMITED
0.78%
of portfolio
Number of shares
1,230,338 sh
Holdings current value
$52.84M
Avg closing price
$33.30
Last action
Trimmed 0.1%
2025Q3
Current —
15
LEN/BLENNAR CORP
0.71%
of portfolio
Number of shares
364,059 sh
Holdings current value
$48.11M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
16
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.71%
of portfolio
Number of shares
3,291,042 sh
Holdings current value
$48.05M
Avg closing price
$16.16
+18.2%
Last action
Added 0.2%
2026Q1
Current $19.10
17
IPINTERNATIONAL PAPER CO
Consumer Cyclical·Packaging & Containers
0.03%
of portfolio
Number of shares
35,288 sh
Holdings current value
$1.90M
Avg closing price
$39.89
-6.9%
Last action
Exited
2025Q1
Current $37.13
18
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.48M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
19
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.44M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
20
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
2,500 sh
Holdings current value
$1.43M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
21
MSMORGAN STANLEY
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
10,000 sh
Holdings current value
$1.26M
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
22
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
5,000 sh
Holdings current value
$1.20M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 16.7%
2025Q3
Current $310.29
23
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$463.4K
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
$453.7K
Avg closing price
$178.51
+165.9%
Last action
Exited
2025Q2
Current $474.58

Portfolio heatmap

Box size = % of portfolio · color = return since filing
General Motors Co (GM)
18.69%
LEN
18.49% · -32.0%
C
17.57% · +87.8%
TOL
10.32% · +16.5%
PHM
9.00% · +16.2%
DHI
7.59% · +7.1%
OSK
3.59% · +55.5%
ARW
3.19% · +54.7%
AVT
3.07% · +41.2%
LEA
2.58% · +32.4%
MTH
1.68% · -55.7%
TEX
1.03% · +31.6%
CRH PLC
0.86%
GENPACT LIMITED
0.78%
LEN/B
0.71%
NOV
0.71% · +30.8%
IP
0.03% · -31.0%
SCHW
0.02% · +24.7%
A
0.02% · -9.3%
GS
0.02% · +61.7%
MS
0.02% · +50.2%
JPM
0.02% · +29.4%
UNP
0.01% · +10.1%
BRK.B
0.01% · +4.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical7 pos$3.36B62.9%
  • Financial Services5 pos$1.19B22.4%
  • Technology2 pos$422.8M7.9%
  • Industrials3 pos$312.6M5.9%
  • Energy1 pos$48.0M0.9%
  • Healthcare1 pos$1.4M0.0%
(21.1% unclassified, excluded from %)