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.
Portfolio
$6.07B
Positions
27
Quarter
2026Q1
Filings tracked
40
Biggest winner since filing
TOLTOLL BROTHERS INC
+314.7%
+$590.6M
Biggest loser since filing
BAXBAXTER INTL INC
-9.9%
−$21.3M
Investment strategy
Greenhaven Associates is a mid-size fund with a concentrated portfolio tilted toward consumer names. 67% of the disclosed equity book is in consumer-facing sectors.
Holdings
7 sectors30 positions
Top 3 = 49% of book · General Moto, LEN, TOL
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Performance
vs SPY40 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-quarterLast move 2026Q1
ADD G4705A100 — and 4 more recent moves.
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