Greenhaven Associates Inc (Edgar Wachenheim III)
Basic Stats
Market Value
7.61B
Top 10 (%)
89.61%
Portfolio Size (Change from Prev.)
25 (-2)
Avg. Holding Period
19 years
Turnover
0.08%
Industry Breakdown
25.16%
Operative Builders
24.93%
General Bldg Contractors - Residential Bldgs
18.55%
National Commercial Banks
13.89%
Wholesale-electronic Parts & Equipment, Nec
5.64%
Motor Vehicles & Passenger Car Bodies
3.58%
Paper Mills
3.06%
Motor Vehicle Parts & Accessories
2.73%
Industrial Trucks, Tractors, Trailors & Stackers
1.08%
Services-management Consulting Services
0.52%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 LEN | Lennar Corporation - A (len) | 1.34B | 17.67% | 8.97M | 0.44% | 39.08K | $145.93 | 3.28% |
GE | General Motors Co (gm) | 1.08B | 14.20% | 23.27M | 0.49% | 112.50K | $46.46 | — |
 C | Citigroup Inc (c) | 1.06B | 13.87% | 16.64M | 2.14% | 349.09K | $63.43 | 0.87% |
 CRH.L | Crh Plc (crh) | 833.78M | 10.95% | 11.12M | 0.83% | 91.27K | $5,770.00 | 1.62% |
 TOL | Toll Brothers, Inc. (tol) | 641.07M | 8.42% | 5.57M | 0.96% | 52.89K | $112.33 | 5.31% |
 PHM | Pultegroup Inc. (phm) | 613.95M | 8.07% | 5.58M | -1.67% | -94.51K | $106.23 | 2.63% |
 DHI | D R Horton, Inc. (dhi) | 517.20M | 6.80% | 3.67M | 2.28% | 81.90K | $137.02 | 1.11% |
 OSK | Oshkosh Corp (osk) | 272.34M | 3.58% | 2.52M | 1.49% | 36.95K | $105.65 | 3.85% |
 IP | International Paper Co (ip) | 233.18M | 3.06% | 5.40M | -46.84% | -4.76M | $43.34 | 1.56% |
 ARW | Arrow Electronics Inc (arw) | 227.38M | 2.99% | 1.88M | 1.73% | 32.05K | $119.27 | 3.47% |
 LEA | Lear Corporation (lea) | 207.51M | 2.73% | 1.82M | 0.99% | 17.82K | $114.29 | 3.17% |
 AVT | Avnet Inc (avt) | 201.96M | 2.65% | 3.92M | 1.65% | 63.80K | $50.72 | 4.34% |
 MTH | Meritage Homes Corp (mth) | 124.97M | 1.64% | 772.15K | -6.62% | -54.75K | $156.15 | 2.13% |
 TEX | Terex Corp (tex) | 82.24M | 1.08% | 1.50M | 1.58% | 23.37K | $53.58 | 2.24% |
 LEN-B | Lennar Corporation - B Shs (len/b) | 67.31M | 0.88% | 482.75K | -6.59% | -34.05K | $136.18 | 0.18% |