13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-07-28) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Greenhaven Associates
CIK 846222Edgar Wachenheim · Greenhaven Associates Inc
A low-profile value investor who compounded at double digits for decades — a concentrated book of quality names held for years.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$8.7B
Holdings
28
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Lennar Corporation - A (LEN) | 11.82% | $1.0B | |
| General Motors Co (GM) | 11.46% | $992M | |
| Toll Brothers, Inc. (TOL) | 10.71% | $928M | |
| Becton Dickinson & Co (BDX) | 9.93% | $860M | |
| PulteGroup Inc. (PHM) | 8.64% | $749M | |
| D R Horton, Inc. (DHI) | 6.59% | $571M | |
| Icon Plc (ICLR) | 6.22% | $539M | |
| Accenture Plc (ACN) | 4.86% | $421M | |
| Oshkosh Corp (OSK) | 4.53% | $393M | |
| Arrow Electronics Inc (ARW) | 4.35% | $376M |
As of 2026Q2 · filed 2026-07-28 · accession 0001213900-26-082192 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.