Asset Manager · CIK 0000846222

Greenhaven Associates

Greenhaven Associates, an asset manager overseeing $6.07B in disclosed equity holdings (SEC CIK 0000846222). The latest 13F filing (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 47.6% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.

Track Greenhaven's filings View holdings

Portfolio

$6.07B

Positions

Quarter

2026Q1

Filings tracked

1Y+47.6%3Y+110.5%5Y+132.4%Full performance →

Quarter

2026Q1 2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2

Holdings

Sorted by value · 2023Q3

Sector29 positions

LENLENNAR CORP

Consumer Cyclical·Residential Construction

13.07%

of portfolio

Avg buy

$65.58

2016Q2

Current

—

Return

—

Last action

Added 6.4%

2026Q1

8,982,250 sh

$1.01B

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

9.79%

of portfolio

Avg buy

$179.76

2016Q2

Current

$900.00

Return

+400.7%

Last action

Exited

2025Q4

2,333,937 sh

$755.19M

35045V100General Motors Co (GM)

9.50%

of portfolio

Avg buy

$40.57

2018Q1

Current

—

Return

—

Last action

Trimmed 10.7%

2026Q1

22,219,988 sh

$732.59M

JPMJPMORGAN CHASE & CO

Financial Services·Banks - Diversified

8.87%

of portfolio

Avg buy

$109.62

2016Q2

Current

—

Return

—

Last action

Trimmed 0.0%

2025Q3

4,719,004 sh

$684.35M

G25508105CRH PLC

7.83%

of portfolio

Avg buy

$55.15

2023Q3

Current

—

Return

—

Last action

Trimmed 0.0%

2026Q1

11,038,427 sh

$604.13M

CCITIGROUP INC

Financial Services·Banks - Diversified

7.02%

of portfolio

Avg buy

$47.94

2016Q2

Current

$129.34

Return

+169.8%

Last action

Exited

2026Q1

13,164,793 sh

$541.47M

WRKUSDWESTROCK CO

6.28%

of portfolio

Avg buy

$37.77

2022Q1

Current

—

Return

—

Last action

Exited

2024Q2

13,519,770 sh

$484.01M

PHMPULTE GROUP INC

Consumer Cyclical·Residential Construction

5.47%

of portfolio

Avg buy

$32.04

2016Q2

Current

$120.47

Return

+276.0%

Last action

Trimmed 0.7%

2026Q1

5,702,018 sh

$422.23M

TOLTOLL BROTHERS INC

Consumer Cyclical·Residential Construction

5.33%

of portfolio

Avg buy

$33.50

2016Q2

Current

$138.90

Return

+314.7%

Last action

Added 0.8%

2026Q1

5,553,907 sh

$410.77M

DHID R HORTON INC

Consumer Cyclical·Residential Construction

4.90%

of portfolio

Avg buy

$63.70

2016Q2

Current

$143.35

Return

+125.0%

Last action

Trimmed 0.5%

2026Q1

3,513,582 sh

$377.60M

IPINTERNATIONAL PAPER CO

Consumer Cyclical·Packaging & Containers

4.51%

of portfolio

Avg buy

$39.89

2021Q4

Current

—

Return

—

Last action

Exited

2025Q1

9,809,755 sh

$347.95M

LEALEAR CORP

Consumer Cyclical·Auto Parts

3.11%

of portfolio

Avg buy

$114.87

2020Q2

Current

$119.14

Return

+3.7%

Last action

Trimmed 4.2%

2026Q1

1,789,830 sh

$240.20M

OSKOSHKOSH CORP

Industrials·Farm & Heavy Construction Machinery

3.04%

of portfolio

Avg buy

$28.97

2022Q3

Current

$143.78

Return

+396.2%

Last action

Added 0.4%

2026Q1

2,458,689 sh

$234.63M

ARWARROW ELECTRS INC

Technology·Electronics & Computer Distribution

2.85%

of portfolio

Avg buy

$132.50

2023Q1

Current

$171.84

Return

+29.7%

Last action

Trimmed 0.2%

2026Q1

1,757,128 sh

$220.06M

WHRWHIRLPOOL CORP

Consumer Cyclical·Furnishings, Fixtures & Appliances

2.75%

of portfolio

Avg buy

$169.01

2016Q2

Current

—

Return

—

Last action

Exited

2023Q4

1,585,070 sh

$211.92M

AVTAVNET INC

Technology·Electronics & Computer Distribution

2.36%

of portfolio

Avg buy

$30.96

2022Q3

Current

$72.30

Return

+133.5%

Last action

Trimmed 0.2%

2026Q1

3,772,089 sh

$181.78M

MTHMERITAGE HOMES CORP

Consumer Cyclical·Residential Construction

1.29%

of portfolio

Avg buy

$69.65

2018Q2

Current

—

Return

—

Last action

Trimmed 1.3%

2026Q1

813,950 sh

$99.62M

LEN/BLENNAR CORP

0.75%

of portfolio

Avg buy

$53.56

2017Q4

Current

—

Return

—

Last action

Trimmed 0.0%

2024Q4

569,024 sh

$58.17M

TEXTEREX CORP NEW

Industrials·Farm & Heavy Construction Machinery

0.54%

of portfolio

Avg buy

$58.62

2023Q2

Current

$57.94

Return

-1.2%

Last action

Trimmed 1.2%

2026Q1

723,010 sh

$41.66M

NOVNOV INC

Energy·Oil & Gas Equipment & Services

0.42%

of portfolio

Avg buy

$16.16

2023Q3

Current

$19.18

Return

+18.7%

Last action

Added 0.4%

2026Q1

1,561,900 sh

$32.64M

GILGILDAN ACTIVEWEAR INC

Consumer Cyclical·Apparel Manufacturing

0.20%

of portfolio

Avg buy

$4.34

2022Q3

Current

$56.99

Return

+1211.6%

Last action

Exited

2023Q4

561,734 sh

$15.73M

ALVAUTOLIV INC

Consumer Cyclical·Auto Parts

0.05%

of portfolio

Avg buy

$41.93

2020Q2

Current

$111.33

Return

+165.5%

Last action

Exited

2023Q4

40,285 sh

$3.89M

AAGILENT TECHNOLOGIES INC

Healthcare·Diagnostics & Research

0.02%

of portfolio

Avg buy

$44.39

2016Q2

Current

$118.25

Return

+166.4%

Last action

—

10,700 sh

$1.20M

SCHWSCHWAB CHARLES CORP

Financial Services·Capital Markets

0.01%

of portfolio

Avg buy

$33.74

2020Q2

Current

$92.62

Return

+174.5%

Last action

Trimmed 11.1%

2025Q4

20,000 sh

$1.10M

MSMORGAN STANLEY

Financial Services·Capital Markets

0.01%

of portfolio

Avg buy

$45.00

2019Q3

Current

$187.32

Return

+316.2%

Last action

Exited

2025Q3

10,000 sh

$816.7K

UNPUNION PAC CORP

Industrials·Railroads

0.01%

of portfolio

Avg buy

$103.84

2016Q4

Current

$251.07

Return

+141.8%

Last action

New holding

2016Q4

2,032 sh

$413.8K

BRK.BBERKSHIRE HATHAWAY INC DEL

0.00%

of portfolio

Avg buy

$178.51

2020Q2

Current

—

Return

—

Last action

Exited

2025Q2

1,001 sh

$350.6K

G87110105TECHNIPFMC PLC

0.00%

of portfolio

Avg buy

$6.72

2022Q2

Current

—

Return

—

Last action

Exited

2024Q2

15,500 sh

$315.3K

MMM3M CO

Industrials·Conglomerates

0.00%

of portfolio

Avg buy

$176.13

2016Q2

Current

$150.55

Return

-14.5%

Last action

Exited

2024Q3

2,368 sh

$221.7K

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest 13F report. Unclassified positions excluded.

Consumer Cyclical10 pos$3.14B53.8%
Financial Services5 pos$1.98B34.0%
Technology2 pos$401.8M6.9%
Industrials4 pos$276.9M4.7%
Energy1 pos$32.6M0.6%
Healthcare1 pos$1.2M0.0%

(24.4% unclassified, excluded from %)