Greenhaven Associates
Greenhaven Associates Portfolio
- Portfolio Value
- $8.7B
- Holdings
- 28
- Period
- Q2 2026
- Portfolio Date
- Jun 29, 2026
The edge that pays for itself.
Portfolio Allocation
Top 5: 52.6%LEN11.82%
GM11.46%
TOL10.71%
BDX9.93%
PHM8.64%
DHI6.59%
ICLR6.22%
ACN4.86%
- Others29.76%
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% |
LE Lennar Corp. CL BLEN.B | 0.37% |
CRH plcCRH | 0.02% |
Agilent TechnologiesA | 0.02% |
Charles Schwab Corp.SCHW | 0.01% |
Union PacificUNP | 0.01% |
JPMorgan Chase & Co.JPM | 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.
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