OpenStocks
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

Greenhaven Associates

Share
  • Asset Manager · CIK 0000846222
  • 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 237.1% since 2016Q2. 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
Since filing+237.1%Full performance →
Quarter
2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2

Holdings

Sorted by value · 2025Q1
26 positions
1
C
CCITIGROUP INC
Financial Services·Banks - Diversified
18.80%
of portfolio
Number of shares
16,665,843 sh
Holdings current value
$1.18B
Avg closing price
$49.57
+159.3%
Last action
Exited
2026Q1
Current $128.51
2
3
35045V100General Motors Co (GM)
17.77%
of portfolio
Number of shares
23,780,060 sh
Holdings current value
$1.12B
Avg closing price
$41.02
Last action
Trimmed 10.0%
2026Q1
Current —
3
L
LENLENNAR CORP
Consumer Cyclical·Residential Construction
17.22%
of portfolio
Number of shares
9,439,955 sh
Holdings current value
$1.08B
Avg closing price
$65.58
+43.6%
Last action
Added 6.0%
2026Q1
Current $94.18
4
T
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
9.33%
of portfolio
Number of shares
5,562,582 sh
Holdings current value
$587.35M
Avg closing price
$33.51
+345.4%
Last action
Added 0.8%
2026Q1
Current $149.25
5
P
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
9.13%
of portfolio
Number of shares
5,587,328 sh
Holdings current value
$574.38M
Avg closing price
$38.86
+236.1%
Last action
Trimmed 0.7%
2026Q1
Current $130.64
6
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
7.42%
of portfolio
Number of shares
3,674,763 sh
Holdings current value
$467.17M
Avg closing price
$63.70
+157.8%
Last action
Trimmed 0.5%
2026Q1
Current $164.22
7
O
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
3.82%
of portfolio
Number of shares
2,553,606 sh
Holdings current value
$240.24M
Avg closing price
$76.56
+99.9%
Last action
Added 0.4%
2026Q1
Current $153.08
8
M
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
3.32%
of portfolio
Number of shares
7,888,017 sh
Holdings current value
$209.11M
Avg closing price
$26.51
+15.0%
Last action
Exited
2026Q1
Current $30.49
9
A
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
3.16%
of portfolio
Number of shares
1,913,757 sh
Holdings current value
$198.71M
Avg closing price
$132.50
+41.5%
Last action
Trimmed 0.2%
2026Q1
Current $187.50
10
A
AVTAVNET INC
Technology·Electronics & Computer Distribution
3.03%
of portfolio
Number of shares
3,965,237 sh
Holdings current value
$190.69M
Avg closing price
$43.16
+81.0%
Last action
Trimmed 0.2%
2026Q1
Current $78.11
11
L
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.58%
of portfolio
Number of shares
1,843,447 sh
Holdings current value
$162.63M
Avg closing price
$129.12
+0.5%
Last action
Trimmed 4.1%
2026Q1
Current $129.72
12
M
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.62%
of portfolio
Number of shares
1,434,368 sh
Holdings current value
$101.67M
Avg closing price
$72.06
-3.0%
Last action
Trimmed 0.7%
2026Q1
Current $69.90
13
N
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.99%
of portfolio
Number of shares
4,114,157 sh
Holdings current value
$62.62M
Avg closing price
$16.16
+25.1%
Last action
Added 0.2%
2026Q1
Current $20.22
14
T
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.90%
of portfolio
Number of shares
1,503,133 sh
Holdings current value
$56.79M
Avg closing price
$58.62
+7.1%
Last action
Trimmed 0.6%
2026Q1
Current $62.81
15
L
LEN/BLENNAR CORP
0.63%
of portfolio
Number of shares
364,059 sh
Holdings current value
$39.71M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
16
G
G3922B107GENPACT LIMITED
0.12%
of portfolio
Number of shares
146,678 sh
Holdings current value
$7.39M
Avg closing price
$33.30
Last action
Trimmed 0.7%
2025Q3
Current —
17
G
G25508105CRH PLC
0.04%
of portfolio
Number of shares
26,937 sh
Holdings current value
$2.37M
Avg closing price
$55.15
Last action
Trimmed 8.5%
2026Q1
Current —
18
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.57M
Avg closing price
$33.74
+163.5%
Last action
Trimmed 11.1%
2025Q4
Current $88.92
19
G
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
2,500 sh
Holdings current value
$1.37M
Avg closing price
$179.76
+418.1%
Last action
Exited
2025Q4
Current $931.30
20
A
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.25M
Avg closing price
$44.39
+157.7%
Last action
—
Current $114.42
21
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
5,000 sh
Holdings current value
$1.23M
Avg closing price
$115.74
+169.3%
Last action
Trimmed 16.7%
2025Q3
Current $311.69
22
M
MSMORGAN STANLEY
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
10,000 sh
Holdings current value
$1.17M
Avg closing price
$45.00
+319.2%
Last action
Exited
2025Q3
Current $188.65
23
B
BRK.BBERKSHIRE HATHAWAY INC DEL
0.01%
of portfolio
Number of shares
1,001 sh
Holdings current value
$533.1K
Avg closing price
$178.51
+163.6%
Last action
Exited
2025Q2
Current $470.55
24
U
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$480.0K
Avg closing price
$103.84
+161.2%
Last action
New holding
2016Q4
Current $271.26
25
N
N82405106STELLANTIS N.V
0.01%
of portfolio
Number of shares
30,000 sh
Holdings current value
$336.3K
Avg closing price
$10.91
Last action
Added 3.4%
2026Q1
Current —
26
R
RHIROBERT HALF INTL INC
Industrials·Staffing & Employment Services
0.00%
of portfolio
Number of shares
3,800 sh
Holdings current value
$207.3K
Avg closing price
$28.15
-3.4%
Last action
Exited
2026Q1
Current $27.20

Portfolio heatmap

Box size = % of portfolio · color = return since filing
C
18.80% · +81.0%
General Motors Co (GM)
17.77%
LEN
17.22% · -17.9%
TOL
9.33% · +41.3%
PHM
9.13% · +27.1%
DHI
7.42% · +29.2%
OSK
3.82% · +62.7%
MRP
3.32% · +15.0%
ARW
3.16% · +80.6%
AVT
3.03% · +62.4%
LEA
2.58% · +47.0%
MTH
1.62% · -1.4%
NOV
0.99% · +32.9%
TEX
0.90% · +66.3%
LEN/B
0.63%
GENPACT LIMITED
0.12%
CRH PLC
0.04%
SCHW
0.02% · +13.6%
GS
0.02% · +70.5%
A
0.02% · -2.2%
JPM
0.02% · +27.1%
MS
0.02% · +61.7%
BRK.B
0.01% · -11.6%
UNP
0.01% · +14.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical6 pos$2.98B58.1%
  • Financial Services5 pos$1.19B23.2%
  • Technology2 pos$389.4M7.6%
  • Industrials4 pos$297.7M5.8%
  • Real Estate1 pos$209.1M4.1%
  • Energy1 pos$62.6M1.2%
  • Healthcare1 pos$1.3M0.0%
(18.6% unclassified, excluded from %)