Greenhaven Associates Inc Portfolio Holdings by Sector
Greenhaven Associates Inc
- $5.63 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Residential Construction | Consumer Cyclical
LEN TOL PHM DHI MTH 5 stocks |
$3.24 Million
57.59% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
C JPM 2 stocks |
$1.06 Million
18.79% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
ARW AVT 2 stocks |
$429,337
7.63% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
OSK TEX 2 stocks |
$354,584
6.3% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$233,177
4.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
LEA 1 stocks |
$207,505
3.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
G 1 stocks |
$39,940
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
NOV 1 stocks |
$34,198
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS SCHW MS 3 stocks |
$28,343
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
A 1 stocks |
$1,387
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$459
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$407
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$241
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|