Greenhaven Associates Inc (Edgar Wachenheim III)
Basic Stats
Market Value
9.38B
Top 10 (%)
82.46%
Portfolio Size
27 (-2)
Avg. Holding Period
17 years
Turnover
0.15%
Industry Breakdown
Operative Builders
19.66%
National Commercial Banks
17.40%
17.04%
General Bldg Contractors - Residential Bldgs
15.18%
Security Brokers, Dealers & Flotation Companies
9.61%
Paperboard Containers & Boxes
5.94%
Wholesale-electronic Parts & Equipment, Nec
4.44%
Paper Mills
3.79%
Motor Vehicles & Passenger Car Bodies
2.85%
Motor Vehicle Parts & Accessories
2.70%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Lennar Corporation - A (len) | LEN | 1.35B | 14.37% | 9.04M | 0.67% | 60.46K | $149.04 | 3.24% |
 Goldman Sachs (gs) | GS | 899.03M | 9.59% | 2.33M | -0.15% | -3.46K | $385.77 | 0.68% |
 Citigroup Inc (c) | C | 828.87M | 8.84% | 16.11M | 22.40% | 2.95M | $51.44 | 0.83% |
 General Motors Co (gm) | 827.53M | 8.82% | 23.04M | 3.68% | 818.27K | $35.92 | — | |
 J P Morgan Chase (jpm) | JPM | 803.47M | 8.57% | 4.72M | 0.10% | 4.50K | $170.10 | 0.14% |
 Crh Plc (crh) | CRH.L | 770.58M | 8.22% | 11.14M | 0.94% | 103.51K | $5,410.00 | 1.47% |
 Pultegroup Inc. (phm) | PHM | 591.08M | 6.30% | 5.73M | 0.43% | 24.35K | $103.22 | 2.60% |
 Toll Brothers, Inc. (tol) | TOL | 569.97M | 6.08% | 5.54M | -0.16% | -8.92K | $102.79 | 5.04% |
 Westrock Co (wrk) | WRK | 556.81M | 5.94% | 13.41M | -0.81% | -109.15K | $41.52 | 5.23% |
 D R Horton, Inc. (dhi) | DHI | 539.22M | 5.75% | 3.55M | 0.98% | 34.37K | $151.98 | 1.06% |
 International Paper Co (ip) | IP | 355.55M | 3.79% | 9.84M | 0.26% | 25.64K | $36.15 | 2.84% |
 Oshkosh Corp (osk) | OSK | 267.75M | 2.85% | 2.47M | 0.45% | 11.10K | $108.41 | 3.78% |
 Lear Corporation (lea) | LEA | 253.17M | 2.70% | 1.79M | 0.17% | 3.03K | $141.21 | 3.15% |
 Arrow Electronics Inc (arw) | ARW | 223.29M | 2.38% | 1.83M | 3.95% | 69.40K | $122.25 | 3.36% |
 Avnet Inc (avt) | AVT | 193.27M | 2.06% | 3.83M | 1.66% | 62.71K | $50.40 | 4.25% |
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