Greenhaven Associates Inc
Net buyer this quarter
$8.66B
26
+$1.65B
71.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LEN | $1.02B | 11.82% | Not reported | +6.4% | Q4 2015 |
 TOL | $928M | 10.71% | 6.02% | -0.3% | Q1 2016 |
 BDX | $860M | 9.93% | 2.09% | New | Q2 2026 |
 PHM | $749M | 8.64% | 2.86% | -0.8% | Q4 2015 |
 DHI | $571M | 6.59% | 1.25% | +1.1% | Q4 2014 |
 ICLR | $539M | 6.22% | 4.02% | +54.8% | Q2 2025 |
 ACN | $421M | 4.86% | 0.53% | New | Q2 2026 |
 OSK | $393M | 4.53% | 4.14% | +1.1% | Q3 2022 |
 ARW | $376M | 4.35% | 3.45% | -7.0% | Q2 2013 |
 AVT | $335M | 3.87% | 4.60% | -3.8% | Q2 2013 |
 BAX | $305M | 3.52% | 2.77% | -0.2% | Q3 2025 |
 AVTR | $244M | 2.82% | 3.61% | +9.0% | Q3 2025 |
 LEA | $195M | 2.25% | 2.91% | -14.2% | Q2 2020 |
 SLB | $177M | 2.04% | 0.26% | -18.5% | Q1 2014 |
 IQV | $148M | 1.71% | 0.47% | New | Q2 2026 |
 MTH | $109M | 1.26% | 1.99% | -10.8% | Q2 2018 |
 NOV | $104M | 1.20% | 1.57% | -2.3% | Q3 2023 |
 DNOW | $56.3M | 0.65% | 2.40% | +426.8% | Q1 2026 |
 EPAM | $46.6M | 0.54% | 1.14% | New | Q2 2026 |
 LEN.B | $32.3M | 0.37% | Not reported | Not reported | Q4 2017 |
 CRH | $1.87M | 0.02% | 0.00% | Not reported | Q2 2022 |
 A | $1.42M | 0.02% | 0.00% | Not reported | Q2 2013 |
 SCHW | $1.15M | 0.01% | 0.00% | Not reported | Q2 2020 |
 JPM | $818K | 0.01% | 0.00% | -37.5% | Q4 2014 |
 UNP | $553K | 0.01% | 0.00% | Not reported | Q2 2013 |
 G | $275K | 0.00% | 0.01% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| LEN | $923M | 15.21% | Not reported | +5.3% | Q4 2015 |
| TOL | $770M | 12.69% | 5.96% | +0.8% | Q1 2016 |
| PHM | $647M | 10.65% | 2.86% | -0.7% | Q4 2015 |
| DHI | $476M | 7.84% | 1.22% | -0.5% | Q4 2014 |
| OSK | $373M | 6.14% | 4.05% | +0.4% | Q3 2022 |
| ARW | $272M | 4.48% | 3.71% | -0.2% | Q2 2013 |
| AVT | $242M | 3.98% | 4.79% | -0.2% | Q2 2013 |
| BAX | $240M | 3.96% | 2.78% | +33.8% | Q3 2025 |
| SLB | $240M | 3.95% | 0.31% | +0.1% | Q1 2014 |
| ICLR | $222M | 3.65% | 2.61% | +11412.1% | Q2 2025 |
| LEA | $206M | 3.38% | 3.35% | -4.4% | Q2 2020 |
| AVTR | $177M | 2.92% | 3.31% | +10.2% | Q3 2025 |
| NOV | $108M | 1.78% | 1.60% | +0.1% | Q3 2023 |
| MTH | $90M | 1.48% | 2.18% | -0.7% | Q2 2018 |
| LEN.B | $30.6M | 0.50% | Not reported | Not reported | Q4 2017 |
| TMHC | $15.8M | 0.26% | 0.28% | +469.7% | Q1 2017 |
| DNOW | $9.82M | 0.16% | 0.45% | New | Q1 2026 |
| CRH | $1.84M | 0.03% | 0.00% | -12.5% | Q2 2022 |
| A | $1.22M | 0.02% | 0.00% | Not reported | Q2 2013 |
| JPM | $1.18M | 0.02% | 0.00% | Not reported | Q4 2014 |
| SCHW | $1.17M | 0.02% | 0.00% | Not reported | Q2 2020 |
 TEX | $645K | 0.01% | 0.01% | -43.8% | Q2 2023 |
| UNP | $493K | 0.01% | 0.00% | Not reported | Q2 2013 |
| G | $373K | 0.01% | 0.01% | Not reported | Q4 2023 |
 STLA | $262K | 0.00% | 0.00% | +2.8% | Q1 2025 |
| Q4 2025 | |||||
| LEN | $1.04B | 16.82% | Not reported | +4.6% | Q4 2015 |
| TOL | $758M | 12.28% | 5.90% | +0.4% | Q1 2016 |
| PHM | $649M | 10.52% | 2.87% | -0.6% | Q4 2015 |
| DHI | $502M | 8.13% | 1.20% | -4.2% | Q4 2014 |
| OSK | $317M | 5.13% | 4.03% | -0.2% | Q3 2022 |
| AVTR | $235M | 3.81% | 3.01% | +12.0% | Q3 2025 |
| ARW | $209M | 3.39% | 3.69% | +0.1% | Q2 2013 |
| BAX | $204M | 3.31% | 2.08% | +70.1% | Q3 2025 |
| LEA | $204M | 3.30% | 3.42% | -1.1% | Q2 2020 |
| AVT | $189M | 3.06% | 4.83% | 0.0% | Q2 2013 |
| SLB | $179M | 2.90% | 0.31% | Not reported | Q1 2014 |
 MRP | $137M | 2.23% | Not reported | -0.1% | Q1 2025 |
| MTH | $96.4M | 1.56% | 2.15% | +0.9% | Q2 2018 |
| NOV | $89.8M | 1.46% | 1.59% | 0.0% | Q3 2023 |
| LEN.B | $34.6M | 0.56% | Not reported | Not reported | Q4 2017 |
 TFX | $14.9M | 0.24% | 0.28% | New | Q4 2025 |
 C | $3.88M | 0.06% | 0.00% | -60.1% | Q3 2014 |
| ICLR | $3.17M | 0.05% | 0.02% | -0.1% | Q2 2025 |
 RHI | $2.84M | 0.05% | 0.10% | Not reported | Q1 2025 |
| TMHC | $2.8M | 0.05% | 0.05% | Not reported | Q1 2017 |
| CRH | $2.5M | 0.04% | 0.00% | -20.0% | Q2 2022 |
| A | $1.46M | 0.02% | 0.00% | Not reported | Q2 2013 |
| JPM | $1.29M | 0.02% | 0.00% | Not reported | Q4 2014 |
| SCHW | $1.25M | 0.02% | 0.00% | -16.7% | Q2 2020 |
| TEX | $1.04M | 0.02% | 0.03% | -98.7% | Q2 2023 |
| UNP | $470K | 0.01% | 0.00% | Not reported | Q2 2013 |
| G | $468K | 0.01% | 0.01% | Not reported | Q4 2023 |
| STLA | $392K | 0.01% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| LEN | $1.22B | 18.50% | Not reported | +1.7% | Q4 2015 |
| TOL | $771M | 11.72% | 5.79% | -0.4% | Q1 2016 |
| PHM | $736M | 11.19% | 2.82% | -0.2% | Q4 2015 |
| DHI | $616M | 9.38% | 1.24% | -1.2% | Q4 2014 |
| OSK | $328M | 4.98% | 3.98% | -1.1% | Q3 2022 |
| ARW | $230M | 3.49% | 3.69% | -0.8% | Q2 2013 |
| AVTR | $229M | 3.48% | 2.69% | New | Q3 2025 |
| AVT | $205M | 3.12% | 4.71% | -0.9% | Q2 2013 |
| LEA | $181M | 2.75% | 3.38% | -2.5% | Q2 2020 |
| MRP | $155M | 2.35% | Not reported | -41.7% | Q1 2025 |
| BAX | $143M | 2.18% | 1.22% | New | Q3 2025 |
| MTH | $105M | 1.60% | 2.06% | -2.6% | Q2 2018 |
| NOV | $76.2M | 1.16% | 1.57% | +15.4% | Q3 2023 |
| TEX | $75.8M | 1.15% | 2.25% | -1.5% | Q2 2023 |
| LEN.B | $43.7M | 0.66% | Not reported | Not reported | Q4 2017 |
| C | $8.45M | 0.13% | 0.00% | -99.5% | Q3 2014 |
| ICLR | $3.05M | 0.05% | 0.02% | -1.3% | Q2 2025 |
| CRH | $3M | 0.05% | 0.00% | -7.2% | Q2 2022 |
| SCHW | $1.43M | 0.02% | 0.00% | -25.0% | Q2 2020 |
| A | $1.37M | 0.02% | 0.00% | Not reported | Q2 2013 |
| JPM | $1.26M | 0.02% | 0.00% | -20.0% | Q4 2014 |
 GS | $796K | 0.01% | 0.00% | -60.0% | Q2 2014 |
| UNP | $480K | 0.01% | 0.00% | Not reported | Q2 2013 |
| G | $419K | 0.01% | 0.01% | -9.2% | Q4 2023 |
| STLA | $336K | 0.01% | 0.00% | Not reported | Q1 2025 |