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Greenhaven Associates
Edgar Wachenheim founded Greenhaven Associates and remains its chairman. He takes big positions in a limited list of businesses, including economically sensitive companies, when he thinks the current results understate what the company can earn. This is not Scott Miller's Greenhaven Road, a different firm and CIK.
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Portfolio value
$8.66B
Number of holdings
28
Report date
Jun 30, 2026
Filing date
Jul 28, 2026
Shares
11,316,279
Value
The filing did not confirm the value unit. Figures treat reported values as dollars.
Figures and reports come from a third-party data provider. Chartloom cannot confirm that they are complete, current, or accurate.
$1.02B
Weight
11.82%
Shares
12,873,506
Value
$992M
Weight
11.46%
Shares
5,630,109
Value
$928M
Weight
10.71%
Shares
5,681,708
Value
$860M
Weight
9.93%
Shares
5,455,949
Value
$749M
Weight
8.64%
Shares
3,505,800
Value
$571M
Weight
6.59%
Shares
3,100,615
Value
$539M
Weight
6.22%
Shares
3,384,681
Value
$421M
Weight
4.86%
Shares
2,558,680
Value
$393M
Weight
4.53%
Shares
1,764,153
Value
$376M
Weight
4.35%
Shares
3,772,861
Value
$335M
Weight
3.87%
Shares
14,285,228
Value
$305M
Weight
3.52%
Shares
24,637,310
Value
$244M
Weight
2.82%
Shares
1,455,933
Value
$195M
Weight
2.25%
Shares
3,802,344
Value
$177M
Weight
2.04%
Shares
768,045
Value
$148M
Weight
1.71%
Shares
1,297,494
Value
$109M
Weight
1.26%
Shares
5,620,019
Value
$104M
Weight
1.2%
Shares
4,343,617
Value
$56.3M
Weight
0.65%
Shares
662,000
Value
$50.1M
Weight
0.58%
Shares
587,300
Value
$46.6M
Weight
0.54%
Shares
364,059
Value
$32.3M
Weight
0.37%
Shares
17,500
Value
$1.9M
Weight
0.02%
Shares
10,700
Value
$1.4M
Weight
0.02%
Shares
12,500
Value
$1.2M
Weight
0.01%
Shares
2,500
Value
$818K
Weight
0.01%
Shares
2,032
Value
$553K
Weight
0.01%
Shares
10,000
Value
$275K
Weight
0%
Shares
270,608
Value
—
Weight
—
Shares
37,000
Value
—
Weight
—
Shares
10,922
Value
—
Weight
—
| Name | Symbol | Shares | Value | Weight | Move |
|---|---|---|---|---|---|
 | LEN | 11,316,279 | $1.02B | 11.82% | + Added |
| General Motors Co (GM) | — | 12,873,506 | $992M | 11.46% | + Added |
 | TOL | 5,630,109 | $928M | 10.71% | − Trimmed |
 | BDX | 5,681,708 | $860M | 9.93% | + New |
 | PHM | 5,455,949 | $749M | 8.64% | − Trimmed |
 | DHI | 3,505,800 | $571M | 6.59% | + Added |
 | ICLR | 3,100,615 | $539M | 6.22% | + Added |
 | ACN | 3,384,681 | $421M | 4.86% | + New |
 | OSK | 2,558,680 | $393M | 4.53% | + Added |
 | ARW | 1,764,153 | $376M | 4.35% | − Trimmed |
 | AVT | 3,772,861 | $335M | 3.87% | − Trimmed |
 | BAX | 14,285,228 | $305M | 3.52% | − Trimmed |
 | AVTR | 24,637,310 | $244M | 2.82% | + Added |
 | LEA | 1,455,933 | $195M | 2.25% | − Trimmed |
 | SLB | 3,802,344 | $177M | 2.04% | − Trimmed |
 | IQV | 768,045 | $148M | 1.71% | + New |
 | MTH | 1,297,494 | $109M | 1.26% | − Trimmed |
 | NOV | 5,620,019 | $104M | 1.2% | − Trimmed |
 | DNOW | 4,343,617 | $56.3M | 0.65% | + Added |
| Vanguard 0-3M T-Bill ETF (VBIL) | — | 662,000 | $50.1M | 0.58% | − Trimmed |
 | EPAM | 587,300 | $46.6M | 0.54% | + New |
| LEN.B | 364,059 | $32.3M | 0.37% | — |
 | CRH | 17,500 | $1.9M | 0.02% | — |
 | A | 10,700 | $1.4M | 0.02% | — |
 | SCHW | 12,500 | $1.2M | 0.01% | — |
 | JPM | 2,500 | $818K | 0.01% | − Trimmed |
 | UNP | 2,032 | $553K | 0.01% | — |
 | G | 10,000 | $275K | 0% | — |
 | TMHC | 270,608 | — | — | − Sold |
| Stellantis NV (STLA) | STLAM.MI | 37,000 | — | — | − Sold |
 | TEX | 10,922 | — | — | − Sold |