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 · 2024Q1

Sector27 positions

LENLENNAR CORP

Consumer Cyclical·Residential Construction

14.15%

of portfolio

Avg buy

$65.58

2016Q2

Current

—

Return

—

Last action

Added 6.4%

2026Q1

8,933,457 sh

$1.54B

35045V100General Motors Co (GM)

9.67%

of portfolio

Avg buy

$40.57

2018Q1

Current

—

Return

—

Last action

Trimmed 10.3%

2026Q1

23,154,158 sh

$1.05B

CCITIGROUP INC

Financial Services·Banks - Diversified

9.49%

of portfolio

Avg buy

$47.94

2016Q2

Current

$129.34

Return

+169.8%

Last action

Exited

2026Q1

16,291,760 sh

$1.03B

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

8.83%

of portfolio

Avg buy

$179.76

2016Q2

Current

$900.00

Return

+400.7%

Last action

Exited

2025Q4

2,296,177 sh

$959.09M

G25508105CRH PLC

8.76%

of portfolio

Avg buy

$55.15

2023Q3

Current

—

Return

—

Last action

Trimmed 0.0%

2026Q1

11,028,797 sh

$951.34M

JPMJPMORGAN CHASE & CO

Financial Services·Banks - Diversified

8.53%

of portfolio

Avg buy

$109.62

2016Q2

Current

—

Return

—

Last action

Trimmed 0.0%

2025Q3

4,626,384 sh

$926.66M

TOLTOLL BROTHERS INC

Consumer Cyclical·Residential Construction

6.57%

of portfolio

Avg buy

$33.50

2016Q2

Current

$138.90

Return

+314.7%

Last action

Added 0.8%

2026Q1

5,512,894 sh

$713.20M

PHMPULTE GROUP INC

Consumer Cyclical·Residential Construction

6.30%

of portfolio

Avg buy

$32.04

2016Q2

Current

$120.47

Return

+276.0%

Last action

Trimmed 0.7%

2026Q1

5,670,818 sh

$684.01M

WRKUSDWESTROCK CO

5.76%

of portfolio

Avg buy

$37.77

2022Q1

Current

—

Return

—

Last action

Exited

2024Q2

12,644,411 sh

$625.27M

DHID R HORTON INC

Consumer Cyclical·Residential Construction

5.44%

of portfolio

Avg buy

$63.70

2016Q2

Current

$143.35

Return

+125.0%

Last action

Trimmed 0.5%

2026Q1

3,587,993 sh

$590.40M

IPINTERNATIONAL PAPER CO

Consumer Cyclical·Packaging & Containers

3.65%

of portfolio

Avg buy

$39.89

2021Q4

Current

—

Return

—

Last action

Exited

2025Q1

10,165,385 sh

$396.65M

OSKOSHKOSH CORP

Industrials·Farm & Heavy Construction Machinery

2.85%

of portfolio

Avg buy

$28.97

2022Q3

Current

$143.78

Return

+396.2%

Last action

Added 0.4%

2026Q1

2,480,089 sh

$309.29M

LEALEAR CORP

Consumer Cyclical·Auto Parts

2.40%

of portfolio

Avg buy

$114.87

2020Q2

Current

$119.14

Return

+3.7%

Last action

Trimmed 4.2%

2026Q1

1,799,060 sh

$260.65M

ARWARROW ELECTRS INC

Technology·Electronics & Computer Distribution

2.21%

of portfolio

Avg buy

$132.50

2023Q1

Current

$171.84

Return

+29.7%

Last action

Trimmed 0.2%

2026Q1

1,850,828 sh

$239.61M

AVTAVNET INC

Technology·Electronics & Computer Distribution

1.76%

of portfolio

Avg buy

$30.96

2022Q3

Current

$72.30

Return

+133.5%

Last action

Trimmed 0.2%

2026Q1

3,858,537 sh

$191.31M

MTHMERITAGE HOMES CORP

Consumer Cyclical·Residential Construction

1.34%

of portfolio

Avg buy

$69.65

2018Q2

Current

—

Return

—

Last action

Trimmed 1.3%

2026Q1

826,905 sh

$145.09M

TEXTEREX CORP NEW

Industrials·Farm & Heavy Construction Machinery

0.88%

of portfolio

Avg buy

$58.62

2023Q2

Current

$57.94

Return

-1.2%

Last action

Trimmed 0.6%

2026Q1

1,476,300 sh

$95.07M

LEN/BLENNAR CORP

0.73%

of portfolio

Avg buy

$53.56

2017Q4

Current

—

Return

—

Last action

Trimmed 0.1%

2024Q4

516,800 sh

$79.68M

G3922B107GENPACT LIMITED

0.33%

of portfolio

Avg buy

$33.30

2023Q4

Current

—

Return

—

Last action

Trimmed 0.1%

2025Q3

1,087,635 sh

$35.84M

NOVNOV INC

Energy·Oil & Gas Equipment & Services

0.32%

of portfolio

Avg buy

$16.16

2023Q3

Current

$19.18

Return

+18.7%

Last action

Added 0.3%

2026Q1

1,798,976 sh

$35.12M

AAGILENT TECHNOLOGIES INC

Healthcare·Diagnostics & Research

0.01%

of portfolio

Avg buy

$44.39

2016Q2

Current

$118.25

Return

+166.4%

Last action

—

10,700 sh

$1.56M

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

$1.45M

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

$941.6K

UNPUNION PAC CORP

Industrials·Railroads

0.00%

of portfolio

Avg buy

$103.84

2016Q4

Current

$251.07

Return

+141.8%

Last action

New holding

2016Q4

2,032 sh

$499.7K

BRK.BBERKSHIRE HATHAWAY INC DEL

0.00%

of portfolio

Avg buy

$178.51

2020Q2

Current

—

Return

—

Last action

Exited

2025Q2

1,001 sh

$420.9K

G87110105TECHNIPFMC PLC

0.00%

of portfolio

Avg buy

$6.72

2022Q2

Current

—

Return

—

Last action

Exited

2024Q2

15,500 sh

$389.2K

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

$251.2K

Portfolio heatmap

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

LEN

14.15%

General Motors Co (GM)

9.67%

9.49% · +104.5%

8.83% · +115.5%

CRH PLC

8.76%

GENPACT LIMITED

0.33%

Sector exposure

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

Consumer Cyclical7 pos$4.33B53.3%
Financial Services5 pos$2.92B36.0%
Technology2 pos$430.9M5.3%
Industrials4 pos$405.1M5.0%
Energy1 pos$35.1M0.4%
Healthcare1 pos$1.6M0.0%

(25.3% unclassified, excluded from %)