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	$4.22 Million 66.27% of portfolio	3	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$1.06 Million 16.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$463,255 7.28% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$333,562 5.24% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$198,614 3.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology G 1 stocks	$48,769 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOV 1 stocks	$32,484 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW MS 3 stocks	$6,813 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$1,723 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A 1 stocks	$1,588 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$500 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$460 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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