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%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
.png&w=64&q=100){kind=small} Citigroup Inc (C) | Citigroup Inc (c) | 1.18B | 18.8% | 16.7M | -1.2% | -204.9K | 71.00 | — |
.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 | — |
.png&w=64&q=100){kind=small} Lennar Corporation - A (LEN) | Lennar Corporation - A (len) | 1.08B | 17.2% | 9.4M | 3.0% | 275.2K | 115.00 | — |
.png&w=64&q=100){kind=small} Toll Brothers, Inc. (TOL) | Toll Brothers, Inc. (tol) | 587.35M | 9.3% | 5.6M | 0.5% | 26.1K | 106.00 | — |
.png&w=64&q=100){kind=small} PulteGroup Inc. (PHM) | Pultegroup Inc. (phm) | 574.38M | 9.1% | 5.6M | 0.1% | 3.1K | 103.00 | — |
.png&w=64&q=100){kind=small} D R Horton, Inc. (DHI) | D R Horton, Inc. (dhi) | 467.17M | 7.4% | 3.7M | 0.1% | 3.2K | 127.00 | — |
.png&w=64&q=100){kind=small} Oshkosh Corp (OSK) | Oshkosh Corp (osk) | 240.24M | 3.8% | 2.6M | 0.1% | 1.5K | 94.00 | — |
.png&w=64&q=100){kind=small} Millrose Properties (MRP) | Millrose Properties (mrp) | 209.11M | 3.3% | 7.9M | New Buy | 7.9M | 27.00 | — |
.png&w=64&q=100){kind=small} Arrow Electronics Inc (ARW) | Arrow Electronics Inc (arw) | 198.71M | 3.2% | 1.9M | 0.5% | 8.9K | 104.00 | — |
.png&w=64&q=100){kind=small} Avnet Inc (AVT) | Avnet Inc (avt) | 190.69M | 3.0% | 4.0M | 0.1% | 2.4K | 48.00 | — |
.png&w=64&q=100){kind=small} Lear Corporation (LEA) | Lear Corporation (lea) | 162.63M | 2.6% | 1.8M | 0.1% | 1.2K | 88.00 | — |
.png&w=64&q=100){kind=small} Meritage Homes Corp (MTH) | Meritage Homes Corp (mth) | 101.67M | 1.6% | 1.4M | 94.1% | 695.4K | 71.00 | — |
.png&w=64&q=100){kind=small} NOV INC (NOV) | Nov Inc (nov) | 62.62M | 1.0% | 4.1M | 25.0% | 823.1K | 15.00 | — |
.png&w=64&q=100){kind=small} Terex Corp (TEX) | Terex Corp (tex) | 56.79M | 0.9% | 1.5M | — | — | 38.00 | — |
.png&w=64&q=100){kind=small} Lennar Corporation - B SHS (LEN/B) | Lennar Corporation - B Shs (len/b) | 39.71M | 0.6% | 364.1K | — | — | 109.00 | — |