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 · 2024Q3

Sector24 positions

LENLENNAR CORP

Consumer Cyclical·Residential Construction

19.98%

of portfolio

Avg buy

$65.58

2016Q2

Current

—

Return

—

Last action

Added 6.3%

2026Q1

9,087,186 sh

$1.70B

35045V100General Motors Co (GM)

12.53%

of portfolio

Avg buy

$40.57

2018Q1

Current

—

Return

—

Last action

Trimmed 10.0%

2026Q1

23,830,856 sh

$1.07B

CCITIGROUP INC

Financial Services·Banks - Diversified

12.39%

of portfolio

Avg buy

$47.94

2016Q2

Current

$129.34

Return

+169.8%

Last action

Exited

2026Q1

16,883,391 sh

$1.06B

G25508105CRH PLC

12.13%

of portfolio

Avg buy

$55.15

2023Q3

Current

—

Return

—

Last action

Trimmed 0.0%

2026Q1

11,155,273 sh

$1.03B

TOLTOLL BROTHERS INC

Consumer Cyclical·Residential Construction

10.04%

of portfolio

Avg buy

$33.50

2016Q2

Current

$138.90

Return

+314.7%

Last action

Added 0.8%

2026Q1

5,542,130 sh

$856.20M

PHMPULTE GROUP INC

Consumer Cyclical·Residential Construction

9.41%

of portfolio

Avg buy

$32.04

2016Q2

Current

$120.47

Return

+276.0%

Last action

Trimmed 0.7%

2026Q1

5,593,179 sh

$802.79M

DHID R HORTON INC

Consumer Cyclical·Residential Construction

8.21%

of portfolio

Avg buy

$63.70

2016Q2

Current

$143.35

Return

+125.0%

Last action

Trimmed 0.5%

2026Q1

3,671,505 sh

$700.41M

OSKOSHKOSH CORP

Industrials·Farm & Heavy Construction Machinery

2.98%

of portfolio

Avg buy

$28.97

2022Q3

Current

$143.78

Return

+396.2%

Last action

Added 0.4%

2026Q1

2,536,484 sh

$254.18M

ARWARROW ELECTRS INC

Technology·Electronics & Computer Distribution

2.94%

of portfolio

Avg buy

$132.50

2023Q1

Current

$171.84

Return

+29.7%

Last action

Trimmed 0.2%

2026Q1

1,884,373 sh

$250.30M

AVTAVNET INC

Technology·Electronics & Computer Distribution

2.50%

of portfolio

Avg buy

$30.96

2022Q3

Current

$72.30

Return

+133.5%

Last action

Trimmed 0.2%

2026Q1

3,924,652 sh

$213.15M

LEALEAR CORP

Consumer Cyclical·Auto Parts

2.33%

of portfolio

Avg buy

$114.87

2020Q2

Current

$119.14

Return

+3.7%

Last action

Trimmed 4.1%

2026Q1

1,819,646 sh

$198.61M

MTHMERITAGE HOMES CORP

Consumer Cyclical·Residential Construction

1.79%

of portfolio

Avg buy

$69.65

2018Q2

Current

—

Return

—

Last action

Trimmed 1.4%

2026Q1

744,363 sh

$152.65M

TEXTEREX CORP NEW

Industrials·Farm & Heavy Construction Machinery

0.93%

of portfolio

Avg buy

$58.62

2023Q2

Current

$57.94

Return

-1.2%

Last action

Trimmed 0.6%

2026Q1

1,499,843 sh

$79.36M

LEN/BLENNAR CORP

0.74%

of portfolio

Avg buy

$53.56

2017Q4

Current

—

Return

—

Last action

Trimmed 0.1%

2024Q4

364,331 sh

$63.01M

G3922B107GENPACT LIMITED

0.57%

of portfolio

Avg buy

$33.30

2023Q4

Current

—

Return

—

Last action

Trimmed 0.1%

2025Q3

1,243,813 sh

$48.77M

NOVNOV INC

Energy·Oil & Gas Equipment & Services

0.38%

of portfolio

Avg buy

$16.16

2023Q3

Current

$19.18

Return

+18.7%

Last action

Added 0.3%

2026Q1

2,035,376 sh

$32.50M

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

0.05%

of portfolio

Avg buy

$179.76

2016Q2

Current

$900.00

Return

+400.7%

Last action

Exited

2025Q4

9,040 sh

$4.48M

IPINTERNATIONAL PAPER CO

Consumer Cyclical·Packaging & Containers

0.02%

of portfolio

Avg buy

$39.89

2021Q4

Current

—

Return

—

Last action

Exited

2025Q1

35,288 sh

$1.72M

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

$1.59M

SCHWSCHWAB CHARLES CORP

Financial Services·Capital Markets

0.02%

of portfolio

Avg buy

$33.74

2020Q2

Current

$92.62

Return

+174.5%

Last action

Trimmed 11.1%

2025Q4

20,000 sh

$1.30M

JPMJPMORGAN CHASE & CO

Financial Services·Banks - Diversified

0.01%

of portfolio

Avg buy

$109.62

2016Q2

Current

—

Return

—

Last action

Trimmed 16.7%

2025Q3

5,000 sh

$1.05M

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

$1.04M

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

$500.8K

BRK.BBERKSHIRE HATHAWAY INC DEL

0.01%

of portfolio

Avg buy

$178.51

2020Q2

Current

—

Return

—

Last action

Exited

2025Q2

1,001 sh

$460.7K

Portfolio heatmap

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

LEN

19.98%

General Motors Co (GM)

12.53%

12.39% · +106.6%

CRH PLC

12.13%

GENPACT LIMITED

0.57%

Sector exposure

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

Consumer Cyclical7 pos$4.42B70.0%
Financial Services5 pos$1.06B16.9%
Technology2 pos$463.4M7.3%
Industrials3 pos$334.0M5.3%
Energy1 pos$32.5M0.5%
Healthcare1 pos$1.6M0.0%

(26.0% unclassified, excluded from %)