Greenhaven Associates
Greenhaven Associates Portfolio
- Portfolio Value
- $8.7B
- Holdings
- 28
- Period
- Q2 2026
- Portfolio Date
- Jun 29, 2026
- Filed
- 21 days ago
The edge that pays for itself.
Portfolio Allocation
Top 5: 52.6%Portfolio Holdings
Stock | % |
|---|---|
Lennar Corp.LEN | 11.82% |
General MotorsGM | 11.46% |
Toll BrothersTOL | 10.71% |
Becton DickinsonBDX | 9.93% |
PulteGroup Inc.PHM | 8.64% |
D.R. HortonDHI | 6.59% |
ICON plcICLR | 6.22% |
AccentureACN | 4.86% |
Oshkosh Corp.OSK | 4.53% |
Arrow ElectronicsARW | 4.35% |
Avnet Inc.AVT | 3.87% |
Baxter International Inc.BAX | 3.52% |
Avantor Inc.AVTR | 2.82% |
Lear Corp.LEA | 2.25% |
Schlumberger Ltd.SLB | 2.04% |
IQVIA Holdings Inc.IQV | 1.71% |
Meritage Homes Corp.MTH | 1.26% |
Nov Inc.NOV | 1.20% |
NOW Inc.DNOW | 0.65% |
VB Vanguard 0 3m T Bill ETFVBIL | 0.58% |
EPAM Systems Inc.EPAM | 0.54% |
Lennar Corp. CL BLEN.B | 0.37% |
CRH plcCRH | 0.02% |
Agilent TechnologiesA | 0.02% |
Union PacificUNP | 0.01% |
JPMorgan Chase & Co.JPM | 0.01% |
Charles Schwab Corp.SCHW | 0.01% |
Genpact Ltd.G | 0.00% |
Recent Activity
LEN
Lennar Corp.
GM
General Motors
TOL
Toll Brothers
BDX
Becton Dickinson
PHM
PulteGroup Inc.
DHI
D.R. Horton
ICLR
ICON plc
ACN
Accenture
OSK
Oshkosh Corp.
ARW
Arrow Electronics
AVT
Avnet Inc.
BAX
Baxter International Inc.
AVTR
Avantor Inc.
LEA
Lear Corp.
SLB
Schlumberger Ltd.
IQV
IQVIA Holdings Inc.
MTH
Meritage Homes Corp.
NOV
Nov Inc.
DNOW
NOW Inc.
VBIL
Vanguard 0 3m T Bill ETF
EPAM
EPAM Systems Inc.
JPM
JPMorgan Chase & Co.
About the Greenhaven Associates Portfolio
The Greenhaven Associates portfolio holds 28 stocks with a total value of $8.7B, based on the latest SEC 13F filing (Q2 2026). Below you can explore every position, its portfolio weighting and the most recent buys and sells.
The largest position in the Greenhaven Associates portfolio is Lennar Corp., which accounts for 11.8% of the total portfolio value.
Frequently asked questions
Greenhaven Associates holds 28 different stocks according to the latest SEC 13F filing. The largest positions are Lennar Corp., General Motors, Toll Brothers. The full list of holdings with weightings and values is shown in the table above.
Greenhaven Associates's largest position is Lennar Corp., which makes up 11.8% of the total portfolio.
The Greenhaven Associates portfolio is worth $8.7B and is spread across 28 stocks, based on the 13F filing as of Jun 29, 2026.
Institutional investors like Greenhaven Associates disclose their holdings every quarter in an SEC 13F filing, due within 45 days after the end of each quarter. We update this page as soon as the new filing is published.
More tools & analysis
Free tools and market data from Eulerpool.
Screener
Screen 20,000+ stocks worldwide across 1,000,000+ data points.
Insider Tracker
Track insider buys and sells in real time.
Dividend Calendar
Plan your passive income with dividend payout dates.
Earnings Calendar
Quarterly earnings dates and times at a glance.
Economic Calendar
Economic events and data releases from 200+ countries.
Macro Data
Detailed macroeconomic data and indicators by country.
Congress Tracker
STOCK Act disclosures from U.S. Congress members
Fear & Greed Index
Market Sentiment Indicator
Crypto Fear & Greed Index
Crypto Market Sentiment Indicator
Ideas
Curated stock lists by strategy, index, and country.
Sectors
Top stocks sorted by industry and sector.
Countries
Stock markets and top companies by country.
Strategy
Proven investment strategies with historical returns.
Index
Performance and composition of major stock indices.
ETFs
9,000+ ETFs by provider, asset class and index.
Crypto
Live prices and market caps for major coins.
Commodities
Gold, oil, gas, metals, agriculture and electricity prices.
FX
Live exchange rates for major currency pairs.
Glossary
Comprehensive stock market dictionary for financial and stock terms
Blog
News, partnerships, and product announcements