Greenhaven Associates — Portfolio & Holdings
Greenhaven Associates manages $8.66B across 27 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Greenhaven Associates |
|---|---|
| Assets Under Management (13F) | $8.66B |
| Number of Positions | 27 |
| Reporting Period | Q2 2026 |
Top Holdings
Greenhaven Associates's largest reported holdings: LEN, TOL, BDX, PHM, DHI, OSK, ARW, AVT, BAX, AVTR.
All 22 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | LEN | Lennar | 12.20% | $1.06B | Added 6.22% |
| 3 | TOL | Toll Brothers, Inc. | 10.71% | $928M | Reduced 0.27% |
| 4 | BDX | Becton Dickinson & | 9.93% | $860M | New position |
| 5 | PHM | Pultegroup | 8.64% | $749M | Reduced 0.75% |
| 6 | DHI | Horton D R | 6.59% | $571M | Added 1.12% |
| 9 | OSK | Oshkosh | 4.53% | $393M | Added 1.09% |
| 10 | ARW | Arrow Electronics | 4.35% | $376M | Reduced 6.95% |
| 11 | AVT | Avnet | 3.87% | $335M | Reduced 3.77% |
| 12 | BAX | Baxter International | 3.52% | $305M | Reduced 0.16% |
| 13 | AVTR | Avantor, Inc. | 2.82% | $244M | Added 9.04% |
| 14 | LEA | Lear | 2.25% | $195M | Reduced 14.22% |
| 15 | SLB | SLB Limited | 2.04% | $177M | Reduced 18.48% |
| 16 | IQV | Iqvia Holdings | 1.71% | $148M | New position |
| 17 | MTH | Meritage Homes CORP | 1.26% | $109M | Reduced 10.82% |
| 18 | NOV | NOV Inc. | 1.20% | $104M | Reduced 2.28% |
| 19 | DNOW | DNOW Inc. | 0.65% | $56.3M | Added 426.83% |
| 20 | VBIL | Vanguard 0-3m T-Bill Etf (Vbil) | 0.58% | $50.1M | Reduced 44.67% |
| 21 | EPAM | EPAM Systems, Inc. | 0.54% | $46.6M | New position |
| 23 | A | Agilent Technologies | 0.02% | $1.4M | Unchanged |
| 24 | SCHW | Schwab Charles | 0.01% | $1.2M | Unchanged |
| 25 | JPM | Jpmorgan Chase & | 0.01% | $818K | Reduced 37.50% |
| 26 | UNP | Union Pacific | 0.01% | $553K | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:17 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:17 UTC. This page is informational and not investment advice.
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