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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 · 2025Q2
25 positions
1
CCITIGROUP INC
Financial Services·Banks - Diversified
20.48%
of portfolio
Number of shares
16,175,563 sh
Holdings current value
$1.38B
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
2
35045V100General Motors Co (GM)
17.32%
of portfolio
Number of shares
23,654,358 sh
Holdings current value
$1.16B
Avg closing price
$41.02
Last action
Trimmed 10.1%
2026Q1
Current —
3
LENLENNAR CORP
Consumer Cyclical·Residential Construction
15.62%
of portfolio
Number of shares
9,493,585 sh
Holdings current value
$1.05B
Avg closing price
$65.58
+41.5%
Last action
Added 6.0%
2026Q1
Current $92.79
4
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
9.51%
of portfolio
Number of shares
5,601,916 sh
Holdings current value
$639.35M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
5
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
8.76%
of portfolio
Number of shares
5,580,428 sh
Holdings current value
$588.51M
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
7.06%
of portfolio
Number of shares
3,681,063 sh
Holdings current value
$474.56M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
7
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
4.31%
of portfolio
Number of shares
2,554,406 sh
Holdings current value
$290.03M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
8
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
3.63%
of portfolio
Number of shares
1,912,699 sh
Holdings current value
$243.74M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
9
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
3.35%
of portfolio
Number of shares
7,887,516 sh
Holdings current value
$224.87M
Avg closing price
$26.51
+17.1%
Last action
Exited
2026Q1
Current $31.03
10
AVTAVNET INC
Technology·Electronics & Computer Distribution
3.13%
of portfolio
Number of shares
3,962,937 sh
Holdings current value
$210.35M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
11
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.60%
of portfolio
Number of shares
1,841,647 sh
Holdings current value
$174.92M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.1%
2026Q1
Current $125.39
12
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.49%
of portfolio
Number of shares
1,491,955 sh
Holdings current value
$99.92M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 0.7%
2026Q1
Current $68.07
13
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
1.04%
of portfolio
Number of shares
1,499,933 sh
Holdings current value
$70.03M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
14
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.92%
of portfolio
Number of shares
4,982,516 sh
Holdings current value
$61.93M
Avg closing price
$16.16
+18.2%
Last action
Added 0.1%
2026Q1
Current $19.10
15
LEN/BLENNAR CORP
0.57%
of portfolio
Number of shares
364,059 sh
Holdings current value
$38.32M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
16
G4705A100ICON PLC
0.04%
of portfolio
Number of shares
17,633 sh
Holdings current value
$2.56M
Avg closing price
$110.96
Last action
Added
2026Q1
Current —
17
G25508105CRH PLC
0.04%
of portfolio
Number of shares
26,937 sh
Holdings current value
$2.47M
Avg closing price
$55.15
Last action
Trimmed 8.5%
2026Q1
Current —
18
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.03%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.82M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
19
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.03%
of portfolio
Number of shares
2,500 sh
Holdings current value
$1.77M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
20
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
5,000 sh
Holdings current value
$1.45M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 16.7%
2025Q3
Current $310.29
21
MSMORGAN STANLEY
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
10,000 sh
Holdings current value
$1.41M
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
22
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.26M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
23
G3922B107GENPACT LIMITED
0.01%
of portfolio
Number of shares
11,018 sh
Holdings current value
$484.9K
Avg closing price
$33.30
Last action
Trimmed 8.5%
2025Q3
Current —
24
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$467.5K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
25
N82405106STELLANTIS N.V
0.01%
of portfolio
Number of shares
36,000 sh
Holdings current value
$361.1K
Avg closing price
$10.91
Last action
Added 2.9%
2026Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
C
20.48% · +55.3%
General Motors Co (GM)
17.32%
LEN
15.62% · -16.1%
TOL
9.51% · +28.5%
PHM
8.76% · +20.0%
DHI
7.06% · +16.2%
OSK
4.31% · +30.2%
ARW
3.63% · +37.3%
MRP
3.35% · +8.8%
AVT
3.13% · +39.1%
LEA
2.60% · +32.0%
MTH
1.49% · +1.6%
TEX
1.04% · +30.3%
NOV
0.92% · +53.7%
LEN/B
0.57%
ICON PLC
0.04%
CRH PLC
0.04%
SCHW
0.03% · +1.1%
GS
0.03% · +30.8%
JPM
0.02% · +7.0%
MS
0.02% · +34.0%
A
0.02% · +3.3%
GENPACT LIMITED
0.01%
UNP
0.01% · +9.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical6 pos$3.03B54.9%
  • Financial Services5 pos$1.38B25.1%
  • Technology2 pos$454.1M8.2%
  • Industrials3 pos$360.5M6.5%
  • Real Estate1 pos$224.9M4.1%
  • Energy1 pos$61.9M1.1%
  • Healthcare1 pos$1.3M0.0%
(18.0% unclassified, excluded from %)