Asset Manager · CIK 0000846222

Greenhaven Associates

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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.

Portfolio
$6.07B
Positions
27
Quarter
2026Q1
Filings tracked
40
1Y+47.6%3Y+110.5%5Y+132.4%Full performance →
Biggest winner since filing
GSGOLDMAN SACHS GROUP INC
+400.7%
+$1.68B
Biggest loser since filing
TEXTEREX CORP NEW
-1.2%
−$495.0K

Investment strategy

Greenhaven Associates is a mid-size fund tilted toward consumer names. 54% of the disclosed equity book is in consumer-facing sectors.

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<iframe src="https://openstocks.me/embed/stock/LEN" width="100%" height="480" frameborder="0" loading="lazy" title="LEN chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Holdings

6 sectors
29 positions
Top 3 = 32% of book · LEN, GS, General Moto
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Performance

vs SPY
40 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives

No options
Greenhaven Associates has no PUT or CALL positions disclosed in this quarter's 13F.
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Activity & trades

Quarter-by-quarter
Last move 2026Q1
ADD G4705A100 — and 4 more recent moves.
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Recent transactions

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ADD
Greenhaven Associates added to G4705A100
ICON PLC
+1,985,017
~$110.66 · 2026Q1
2026-04-06
TRIM
ARROW ELECTRS INC
4,111
~$143.41 · 2026Q1
2026-04-06
TRIM
AVNET INC
8,354
~$61.62 · 2026Q1
2026-04-06
ADD
AVANTOR INC
+2,093,185
~$7.84 · 2026Q1
2026-04-06
ADD
BAXTER INTL INC
+3,614,465
~$16.80 · 2026Q1
2026-04-06