Edgar WachenheimChris A. Wachenheim
Greenhaven Associates Inc
Assets Managed
$6.072B
Holdings
27
Last Quarter
2026 - Q1
Filed Date
2mo 18d ago
Growth Rate
-1.59%(2Q avg: -3.88%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Greenhaven Associates Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 27 positions.
Assets under management
The assets under management (AUM) of Greenhaven Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 6.072B in assets, with a quarterly growth rate of -1.59% and a 2-quarter average growth rate of -3.88%. The portfolio is managed by Edgar Wachenheim, Chris A. Wachenheim, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ur-3⤦ General Motors Co (gm)
| 15.37% | $933.197M 12.526M shares@ $74.51 avg price | Decreased -17.47% |
LEN Lennar Corp-a
| 15.21% | $923.294M 10.632M shares@ $86.84 avg price | Increased 5.33% |
TOL Toll Brothers Inc
| 12.69% | $770.415M 5.645M shares@ $136.47 avg price | Increased 0.76% |
PHM Pultegroup Inc
| 10.65% | $646.515M 5.497M shares@ $117.61 avg price | Decreased -0.67% |
DHI Dr Horton Inc
| 7.84% | $475.731M 3.467M shares@ $137.22 avg price | Decreased -0.49% |
OSK Oshkosh Corp
| 6.14% | $372.589M 2.531M shares@ $147.21 avg price | Increased 0.39% |
ARW Arrow Electronics Inc
| 4.48% | $271.885M 1.896M shares@ $143.42 avg price | Decreased -0.21% |
AVT Avnet Inc
| 3.98% | $241.582M 3.921M shares@ $61.62 avg price | Decreased -0.21% |
BAX Baxter International Inc
| 3.96% | $240.369M 14.308M shares@ $16.8 avg price | Increased 33.81% |
SLB Schlumberger Ltd
| 3.95% | $239.713M 4.665M shares@ $51.39 avg price | Increased 0.09% |
1-10 of 27