StockDriftsStockDriftsTop 26 Greenhaven Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | 15.21% | 10.63M | $923.3M | +5.33%(+537.98K) | $61.19(+40.88%) | 2026-03-31 | |
| TOL | Toll Brothers, Inc. (TOL) | 12.69% | 5.65M | $770.4M | +0.75%(+42.12K) | $35.71(+284.42%) | 2026-03-31 | |
| PHM | PulteGroup Inc. (PHM) | 10.65% | 5.50M | $646.5M | -0.67%(-37.32K) | $39.89(+195.73%) | 2026-03-31 | |
| DHI | D R Horton, Inc. (DHI) | 7.84% | 3.47M | $475.7M | -0.49%(-17.23K) | $68.06(+115.20%) | 2026-03-31 | |
| OSK | Oshkosh Corp (OSK) | 6.14% | 2.53M | $372.6M | +0.39%(+9.71K) | $80.22(+91.06%) | 2026-03-31 | |
| ARW | Arrow Electronics Inc (ARW) | 4.48% | 1.90M | $271.9M | -0.22%(-4.11K) | $125.90(+48.07%) | 2026-03-31 | |
| AVT | Avnet Inc (AVT) | 3.98% | 3.92M | $241.6M | -0.21%(-8.35K) | $43.12(+91.10%) | 2026-03-31 | |
| BAX | Baxter International Inc (BAX) | 3.96% | 14.31M | $240.4M | +33.80%(+3.61M) | $22.64(-26.02%) | 2026-03-31 | |
| SLB | SLB LTD (SLB) | 3.95% | 4.66M | $239.7M | +0.08%(+3.75K) | $36.38(+53.92%) | 2026-03-31 | |
| ICLR | Icon PLC (ICLR) | 3.65% | 2.00M | $221.6M | +11412.08%(+1.99M) | $146.58(-17.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.21% | +61.01% |
| Top 20 Holdings Unweighted | +14.51% | +50.17% |
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