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	$2.85 Million 53.9% of portfolio	4	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$1.38 Million 26.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$454,087 8.58% of portfolio	-	2	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$360,058 6.8% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$174,919 3.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOV 1 stocks	$61,932 1.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$5,001 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR A 2 stocks	$3,826 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology G 1 stocks	$484 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$467 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical STLA 1 stocks	$361 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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