OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Greenhaven Associates
  • Overview
  • Portfolio27
  • Performance40Q
  • Options
  • Activity845
  • News
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 · 2025Q3
27 positions
1
35045V100General Motors Co (GM)
21.39%
of portfolio
Number of shares
23,064,358 sh
Holdings current value
$1.41B
Avg closing price
$41.02
Last action
Trimmed 10.3%
2026Q1
Current —
2
LENLENNAR CORP
Consumer Cyclical·Residential Construction
18.50%
of portfolio
Number of shares
9,653,394 sh
Holdings current value
$1.22B
Avg closing price
$65.58
+41.5%
Last action
Added 5.9%
2026Q1
Current $92.79
3
TOLTOLL BROTHERS INC
Consumer Cyclical·Residential Construction
11.72%
of portfolio
Number of shares
5,580,969 sh
Holdings current value
$770.96M
Avg closing price
$33.51
+337.7%
Last action
Added 0.8%
2026Q1
Current $146.68
4
PHMPULTE GROUP INC
Consumer Cyclical·Residential Construction
11.19%
of portfolio
Number of shares
5,569,828 sh
Holdings current value
$735.94M
Avg closing price
$38.86
+225.6%
Last action
Trimmed 0.7%
2026Q1
Current $126.53
5
DHID R HORTON INC
Consumer Cyclical·Residential Construction
9.38%
of portfolio
Number of shares
3,637,763 sh
Holdings current value
$616.49M
Avg closing price
$63.70
+135.2%
Last action
Trimmed 0.5%
2026Q1
Current $149.81
6
OSKOSHKOSH CORP
Industrials·Farm & Heavy Construction Machinery
4.98%
of portfolio
Number of shares
2,526,606 sh
Holdings current value
$327.70M
Avg closing price
$76.56
+93.1%
Last action
Added 0.4%
2026Q1
Current $147.87
7
ARWARROW ELECTRS INC
Technology·Electronics & Computer Distribution
3.49%
of portfolio
Number of shares
1,898,399 sh
Holdings current value
$229.71M
Avg closing price
$132.50
+32.0%
Last action
Trimmed 0.2%
2026Q1
Current $174.97
8
AVTRAVANTOR INC
Healthcare·Medical Instruments & Supplies
3.48%
of portfolio
Number of shares
18,311,570 sh
Holdings current value
$228.53M
Avg closing price
$11.95
-28.7%
Last action
Added 12.9%
2026Q1
Current $8.52
9
AVTAVNET INC
Technology·Electronics & Computer Distribution
3.12%
of portfolio
Number of shares
3,928,937 sh
Holdings current value
$205.40M
Avg closing price
$43.16
+71.1%
Last action
Trimmed 0.2%
2026Q1
Current $73.85
10
LEALEAR CORP
Consumer Cyclical·Auto Parts
2.75%
of portfolio
Number of shares
1,795,824 sh
Holdings current value
$180.68M
Avg closing price
$129.12
-2.9%
Last action
Trimmed 4.2%
2026Q1
Current $125.39
11
MRPMILLROSE PPTYS INCREIT
Real Estate·REIT - Residential
2.35%
of portfolio
Number of shares
4,601,273 sh
Holdings current value
$154.65M
Avg closing price
$26.51
+17.1%
Last action
Exited
2026Q1
Current $31.03
12
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
2.18%
of portfolio
Number of shares
6,288,349 sh
Holdings current value
$143.19M
Avg closing price
$20.14
-7.1%
Last action
Added 135.2%
2026Q1
Current $18.71
13
MTHMERITAGE HOMES CORP
Consumer Cyclical·Residential Construction
1.60%
of portfolio
Number of shares
1,452,954 sh
Holdings current value
$105.24M
Avg closing price
$72.06
-5.5%
Last action
Trimmed 0.7%
2026Q1
Current $68.07
14
NOVNOV INC
Energy·Oil & Gas Equipment & Services
1.16%
of portfolio
Number of shares
5,747,682 sh
Holdings current value
$76.16M
Avg closing price
$16.16
+18.2%
Last action
Added 0.1%
2026Q1
Current $19.10
15
TEXTEREX CORP NEW
Industrials·Farm & Heavy Construction Machinery
1.15%
of portfolio
Number of shares
1,477,733 sh
Holdings current value
$75.81M
Avg closing price
$58.62
+3.7%
Last action
Trimmed 0.6%
2026Q1
Current $60.82
16
LEN/BLENNAR CORP
0.66%
of portfolio
Number of shares
364,059 sh
Holdings current value
$43.68M
Avg closing price
$53.56
Last action
Trimmed 0.1%
2024Q4
Current —
17
VBILVANGUARD INSTL INDEX FDETF
0.57%
of portfolio
Number of shares
500,000 sh
Holdings current value
$37.81M
Avg closing price
$75.59
-0.0%
Last action
Added 555.3%
2026Q1
Current $75.57
18
CCITIGROUP INC
Financial Services·Banks - Diversified
0.13%
of portfolio
Number of shares
83,273 sh
Holdings current value
$8.45M
Avg closing price
$49.57
+166.7%
Last action
Exited
2026Q1
Current $132.18
19
G4705A100ICON PLC
0.05%
of portfolio
Number of shares
17,409 sh
Holdings current value
$3.05M
Avg closing price
$110.96
Last action
Added
2026Q1
Current —
20
G25508105CRH PLC
0.05%
of portfolio
Number of shares
25,000 sh
Holdings current value
$3.00M
Avg closing price
$55.15
Last action
Trimmed 9.1%
2026Q1
Current —
21
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
0.02%
of portfolio
Number of shares
15,000 sh
Holdings current value
$1.43M
Avg closing price
$33.74
+173.5%
Last action
Trimmed 14.3%
2025Q4
Current $92.28
22
AAGILENT TECHNOLOGIES INC
Healthcare·Diagnostics & Research
0.02%
of portfolio
Number of shares
10,700 sh
Holdings current value
$1.37M
Avg closing price
$44.39
+174.5%
Last action
—
Current $121.87
23
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
4,000 sh
Holdings current value
$1.26M
Avg closing price
$115.74
+168.1%
Last action
Trimmed 20.0%
2025Q3
Current $310.29
24
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
1,000 sh
Holdings current value
$796.4K
Avg closing price
$179.76
+415.1%
Last action
Exited
2025Q4
Current $925.95
25
UNPUNION PAC CORP
Industrials·Railroads
0.01%
of portfolio
Number of shares
2,032 sh
Holdings current value
$480.3K
Avg closing price
$103.84
+141.9%
Last action
New holding
2016Q4
Current $251.14
26
G3922B107GENPACT LIMITED
0.01%
of portfolio
Number of shares
10,000 sh
Holdings current value
$418.9K
Avg closing price
$33.30
Last action
Trimmed 9.2%
2025Q3
Current —
27
N82405106STELLANTIS N.V
0.01%
of portfolio
Number of shares
36,000 sh
Holdings current value
$336.2K
Avg closing price
$10.91
Last action
Added 2.9%
2026Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
General Motors Co (GM)
21.39%
LEN
18.50% · -26.4%
TOL
11.72% · +6.2%
PHM
11.19% · -4.2%
DHI
9.38% · -11.6%
OSK
4.98% · +14.0%
ARW
3.49% · +44.6%
AVTR
3.48% · -31.7%
AVT
3.12% · +41.3%
LEA
2.75% · +24.6%
MRP
2.35% · -7.7%
BAX
2.18% · -17.8%
MTH
1.60% · -6.0%
NOV
1.16% · +44.2%
TEX
1.15% · +18.6%
LEN/B
0.66%
VBIL
0.57% · -0.1%
C
0.13% · +30.2%
ICON PLC
0.05%
CRH PLC
0.05%
SCHW
0.02% · -3.3%
A
0.02% · -5.0%
JPM
0.02% · -1.6%
GS
0.01% · +16.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Cyclical6 pos$3.63B71.4%
  • Technology2 pos$435.1M8.6%
  • Industrials3 pos$404.0M8.0%
  • Healthcare3 pos$373.1M7.3%
  • Real Estate1 pos$154.6M3.0%
  • Energy1 pos$76.2M1.5%
  • Financial Services4 pos$11.9M0.2%
(22.7% unclassified, excluded from %)