Asset Manager · CIK 0000846222
Greenhaven Associates
Greenhaven Associates, an asset manager overseeing $6.07B in disclosed equity holdings (SEC CIK 0000846222). The latest portfolio (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 25.6% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$6.07B
Positions
27
Quarter
2026Q1
Filings tracked
40
1-YearTWR
+25.62%
since 2025Q1
3-YearTWR
+75.91%
since 2023Q1
5-YearTWR
-99.18%
since 2021Q1
10-Year
—
insufficient history
Performance overview
We mark Greenhaven Associates's disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Greenhaven's portfolio is 25.6% over the last 12 months · 262.4% since 2016Q2.
Portfolio growth vs SPY
Rebased to 100 at 2016Q2 · through 2026Q1
Greenhaven Associates
+19.1%
SPY
—
Portfolio line tracks reported AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2026Q1
+$31M
Lifetime buys
$5.75B
Lifetime sells
$8.25B
Portfolio over time
AUMPositions
QoQ AUM
-1.6%
16Q lifetime AUM
+31.0%
QoQ positions
-3
16Q lifetime positions
+0
Position concentration
27 positions