StockDriftsStockDriftsTop 27 Greenhaven Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | 11.82% | 11.32M | $1.02B | +6.43%(+684.15K) | $62.79(+37.32%) | 2026-06-30 | |
| TOL | Toll Brothers, Inc. (TOL) | 10.71% | 5.63M | $927.6M | -0.27%(-15.20K) | $35.71(+308.93%) | 2026-06-30 | |
| BDX | Becton Dickinson & Co (BDX) | 9.93% | 5.68M | $859.8M | new | $153.01(+19.59%) | 2026-06-30 | |
| PHM | PulteGroup Inc. (PHM) | 8.64% | 5.46M | $748.6M | -0.75%(-41.16K) | $39.89(+226.34%) | 2026-06-30 | |
| DHI | D R Horton, Inc. (DHI) | 6.59% | 3.51M | $571.0M | +1.12%(+38.88K) | $68.95(+115.84%) | 2026-06-30 | |
| ICLR | Icon Plc (ICLR) | 6.22% | 3.10M | $538.6M | +54.84%(+1.10M) | $144.04(+15.87%) | 2026-06-30 | |
| ACN | Accenture Plc (ACN) | 4.86% | 3.38M | $421.2M | new | $161.00(+9.87%) | 2026-06-30 | |
| OSK | Oshkosh Corp (OSK) | 4.53% | 2.56M | $392.7M | +1.09%(+27.68K) | $80.93(+88.93%) | 2026-06-30 | |
| ARW | Arrow Electronics Inc (ARW) | 4.35% | 1.76M | $376.5M | -6.95%(-131.71K) | $125.90(+69.97%) | 2026-06-30 | |
| AVT | Avnet Inc (AVT) | 3.87% | 3.77M | $335.1M | -3.77%(-147.65K) | $43.12(+121.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.26% | +73.93% | +9.54% | +57.72% |
| Top 20 Holdings Unweighted | +17.54% | +62.41% | +12.26% | +78.29% |
Greenhaven Associates INC reports $8.66B in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are LEN (11.8%), TOL (10.7%) and BDX (9.9%). The top 20 holdings account for 88.09% of reported assets. Its disclosed equity book has returned +73.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenhaven Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 846222). View Greenhaven Associates INC’s 13F filings on SEC