Greenhaven Associates Inc Portfolio Holdings by Sector

Greenhaven Associates Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical LEN TOL PHM DHI MTH 5 stocks	$2.81 Million 57.17% of portfolio	5	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$1.18 Million 24.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$385,824 7.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$298,083 6.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$162,628 3.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOV 1 stocks	$62,617 1.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology G 1 stocks	$7,389 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$4,096 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A 1 stocks	$1,251 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$525 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$480 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical STLA 1 stocks	$336 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials RHI 1 stocks	$207 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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