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	$3.45 Million 69.88% of portfolio	1	4	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$435,110 8.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$403,507 8.18% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials AVTR 1 stocks	$228,528 4.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$180,677 3.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BAX 1 stocks	$143,185 2.9% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOV 1 stocks	$76,156 1.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$9,713 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR A 2 stocks	$4,419 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS 2 stocks	$2,228 0.05% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$480 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology G 1 stocks	$418 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical STLA 1 stocks	$336 0.01% of portfolio	-	-	-	-	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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