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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Greenhaven Associates
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Asset Manager · CIK 0000846222

Greenhaven Associates

Share
  • Consumer-Focused
  • Concentrated
  • Mid-Size Fund

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.

Track Greenhaven's filingsView holdings↓
Portfolio
$6.07B
Positions
27
Quarter
2026Q1
Filings tracked
40
1Y+25.6%Since filing+235.7%Full performance →
Quarter
2026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2

Holdings

Sorted by value · 2025Q1
26 positions
1
CCITIGROUP INC
Financial Services·Banks - Diversified
18.80%
of portfolio
Number of shares
16,665,843 sh
Holdings current value
$1.18B
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
2
35045V100General Motors Co (GM)
17.77%
of portfolio
Number of shares
23,780,060 sh
Holdings current value
$1.12B
Avg closing price
$41.02
Last action
Trimmed 10.0%
2026Q1
Current —
3
LENLENNAR CORP
Consumer Cyclical·Residential Construction
17.22%
of portfolio
Number of shares
9,439,955 sh
Holdings current value
$1.08B
Avg closing price
$65.58
+41.5%
Last action
Added 6.0%
2026Q1
Current $92.79
4
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
9.33%
of portfolio
Number of shares
5,562,582 sh
Holdings current value
$587.35M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
5
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
9.13%
of portfolio
Number of shares
5,587,328 sh
Holdings current value
$574.38M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
6
DHID R HORTON INC
Consumer Cyclical·Residential Construction
7.42%
of portfolio
Number of shares
3,674,763 sh
Holdings current value
$467.17M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
7
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
3.82%
of portfolio
Number of shares
2,553,606 sh
Holdings current value
$240.24M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
8
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
3.32%
of portfolio
Number of shares
7,888,017 sh
Holdings current value
$209.11M
Avg closing price
$26.51
+17.1%
Last action
Exited
2026Q1
Current $31.03
9
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
3.16%
of portfolio
Number of shares
1,913,757 sh
Holdings current value
$198.71M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
10
AVTAVNET INC
Technology·Electronics & Computer Distribution
3.03%
of portfolio
Number of shares
3,965,237 sh
Holdings current value
$190.69M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
11
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.58%
of portfolio
Number of shares
1,843,447 sh
Holdings current value
$162.63M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.1%
2026Q1
Current $125.39
12
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.62%
of portfolio
Number of shares
1,434,368 sh
Holdings current value
$101.67M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 0.7%
2026Q1
Current $68.07
13
NOVNOV INC
Energy·Oil & Gas Equipment & Services
0.99%
of portfolio
Number of shares
4,114,157 sh
Holdings current value
$62.62M
Avg closing price
$16.16
+18.2%
Last action
Added 0.2%
2026Q1
Current $19.10
14
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
0.90%
of portfolio
Number of shares
1,503,133 sh
Holdings current value
$56.79M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
15
LEN/BLENNAR CORP
0.63%
of portfolio
Number of shares
364,059 sh
Holdings current value
$39.71M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
16
G3922B107GENPACT LIMITED
0.12%
of portfolio
Number of shares
146,678 sh
Holdings current value
$7.39M
Avg closing price
$33.30
Last action
Trimmed 0.7%
2025Q3
Current —
17
G25508105CRH PLC
0.04%
of portfolio
Number of shares
26,937 sh
Holdings current value
$2.37M
Avg closing price
$55.15
Last action
Trimmed 8.5%
2026Q1
Current —
18
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
20,000 sh
Holdings current value
$1.57M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 11.1%
2025Q4
Current $92.28
19
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
2,500 sh
Holdings current value
$1.37M
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
20
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.25M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
21
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
5,000 sh
Holdings current value
$1.23M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 16.7%
2025Q3
Current $310.29
22
MSMORGAN STANLEY
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
10,000 sh
Holdings current value
$1.17M
Avg closing price
$45.00
+319.6%
Last action
Exited
2025Q3
Current $188.82
23
BRK.BBERKSHIRE HATHAWAY INC DEL
0.01%
of portfolio
Number of shares
1,001 sh
Holdings current value
$533.1K
Avg closing price
$178.51
+165.9%
Last action
Exited
2025Q2
Current $474.58
24
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$480.0K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
25
N82405106STELLANTIS N.V
0.01%
of portfolio
Number of shares
30,000 sh
Holdings current value
$336.3K
Avg closing price
$10.91
Last action
Added 3.4%
2026Q1
Current —
26
RHIROBERT HALF INTL INC
Industrials·Staffing & Employment Services
0.00%
of portfolio
Number of shares
3,800 sh
Holdings current value
$207.3K
Avg closing price
$28.15
-2.5%
Last action
Exited
2026Q1
Current $27.44

Portfolio heatmap

Box size = % of portfolio · color = return since filing
C
18.80% · +86.2%
General Motors Co (GM)
17.77%
LEN
17.22% · -19.2%
TOL
9.33% · +38.9%
PHM
9.13% · +23.1%
DHI
7.42% · +17.8%
OSK
3.82% · +57.2%
MRP
3.32% · +17.1%
ARW
3.16% · +68.5%
AVT
3.03% · +53.6%
LEA
2.58% · +42.1%
MTH
1.62% · -4.0%
NOV
0.99% · +25.5%
TEX
0.90% · +61.0%
LEN/B
0.63%
GENPACT LIMITED
0.12%
CRH PLC
0.04%
SCHW
0.02% · +17.9%
GS
0.02% · +69.5%
A
0.02% · +4.2%
JPM
0.02% · +26.5%
MS
0.02% · +61.8%
BRK.B
0.01% · -10.9%
UNP
0.01% · +6.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical6 pos$2.98B58.1%
  • Financial Services5 pos$1.19B23.2%
  • Technology2 pos$389.4M7.6%
  • Industrials4 pos$297.7M5.8%
  • Real Estate1 pos$209.1M4.1%
  • Energy1 pos$62.6M1.2%
  • Healthcare1 pos$1.3M0.0%
(18.6% unclassified, excluded from %)