13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-04-06) 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
2026Q1
Total 13F value
$6.1B
Holdings
27
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| General Motors Co (GM) | 15.37% | $933M | |
| Lennar Corporation - A (LEN) | 15.21% | $923M | |
| Toll Brothers, Inc. (TOL) | 12.69% | $770M | |
| PulteGroup Inc. (PHM) | 10.65% | $647M | |
| D R Horton, Inc. (DHI) | 7.84% | $476M | |
| Oshkosh Corp (OSK) | 6.14% | $373M | |
| Arrow Electronics Inc (ARW) | 4.48% | $272M | |
| Avnet Inc (AVT) | 3.98% | $242M | |
| Baxter International Inc (BAX) | 3.96% | $240M | |
| Slb Ltd (Slb) | 3.95% | $240M |
As of 2026Q1 · filed 2026-04-06 · accession 0001213900-26-040342 · 103 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.