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	$3.67 Million 41.79% of portfolio	2	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$1.96 Million 22.29% of portfolio	1	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical WRK IP 2 stocks	$1.02 Million 11.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW MS 3 stocks	$961,477 10.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$430,914 4.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$404,364 4.61% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$260,647 2.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology G 1 stocks	$35,837 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOV FTI 2 stocks	$35,505 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts

Diagnostics & Research \| Healthcare A 1 stocks	$1,556 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$499 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$420 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$251 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

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