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	$3.18 Million 59.04% of portfolio	2	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$1.19 Million 22.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW AVT 2 stocks	$422,812 7.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$312,102 5.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical LEA 1 stocks	$174,460 3.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology G 1 stocks	$52,843 0.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy NOV 1 stocks	$48,049 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$4,168 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$1,899 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare A 1 stocks	$1,437 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$463 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$453 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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