Greenhaven Associates Inc (Edgar Wachenheim III)
Basic Stats
Market Value
6.29B
Top 10 (%)
93.0%
Portfolio Size (Change from Prev.)
26 (2)
Avg. Holding Period
20 years
Turnover
0.2%
Industry Breakdown
Operative Builders
27.5%
National Commercial Banks
18.8%
General Bldg Contractors - Residential Bldgs
17.8%
Wholesale-electronic Parts & Equipment, Nec
6.2%
Motor Vehicles & Passenger Car Bodies
3.8%
Real Estate
3.3%
Motor Vehicle Parts & Accessories
2.6%
Oil & Gas Field Machinery & Equipment
1.0%
Industrial Trucks, Tractors, Trailors & Stackers
0.9%
Services-management Consulting Services
0.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 C | Citigroup Inc (c) | 1.18B | 18.8% | 16.7M | -1.2% | -204.9K | 71.00 | 0.9% |
.png&w=64&q=100){kind=small} General Motors Co (GM) | General Motors Co (gm) | 1.12B | 17.8% | 23.8M | 0.2% | 56.6K | 47.00 | — |
 LEN | Lennar Corporation - A (len) | 1.08B | 17.2% | 9.4M | 3.0% | 275.2K | 115.00 | 3.6% |
 TOL | Toll Brothers, Inc. (tol) | 587.35M | 9.3% | 5.6M | 0.5% | 26.1K | 106.00 | 5.5% |
 PHM | Pultegroup Inc. (phm) | 574.38M | 9.1% | 5.6M | 0.1% | 3.1K | 103.00 | 2.8% |
 DHI | D R Horton, Inc. (dhi) | 467.17M | 7.4% | 3.7M | 0.1% | 3.2K | 127.00 | 1.2% |
 OSK | Oshkosh Corp (osk) | 240.24M | 3.8% | 2.6M | 0.1% | 1.5K | 94.00 | 3.9% |
 MRP | Millrose Properties (mrp) | 209.11M | 3.3% | 7.9M | New Buy | 7.9M | 27.00 | 4.8% |
 ARW | Arrow Electronics Inc (arw) | 198.71M | 3.2% | 1.9M | 0.5% | 8.9K | 104.00 | 3.7% |
 AVT | Avnet Inc (avt) | 190.69M | 3.0% | 4.0M | 0.1% | 2.4K | 48.00 | 4.6% |
 LEA | Lear Corporation (lea) | 162.63M | 2.6% | 1.8M | 0.1% | 1.2K | 88.00 | 3.4% |
 MTH | Meritage Homes Corp (mth) | 101.67M | 1.6% | 1.4M | 94.1% | 695.4K | 71.00 | 2.0% |
 NOV | Nov Inc (nov) | 62.62M | 1.0% | 4.1M | 25.0% | 823.1K | 15.00 | 1.1% |
 TEX | Terex Corp (tex) | 56.79M | 0.9% | 1.5M | — | — | 38.00 | 2.2% |
 LEN-B | Lennar Corporation - B Shs (len/b) | 39.71M | 0.6% | 364.1K | — | — | 109.00 | 0.1% |