Greenhaven Associates Inc
GREENHAVEN ASSOCIATES INC
Greenhaven Associates is a hedge fund sponsor based out of New York. The company was established in 1988 by Edgar Wacheheim, who is still with the company today acting as its Chairman and CEO. Greenhaven Associates was officially established when the founder Edgar Wacheheim decided to buy Greenhaven Associates from the Gottesman family in 1998. The company has maintained a small scaled operations throughout its history, although its total assets under management now reach into the billions. Greenhaven Associates currently has 6 employees with half of them being investment professionals. Through its operation of long term focused investment philosophy and highly concentrated portfolios, the company is able to operate with only so few employees. Greenhaven Associates invests most heavily in the finance sector, which alone makes up almost a third of its total asset allocations, and the firm also invests in the transports and consumer discretionary sectors, each making up approximately another quarter of its total asset allocations each, and the industrials sector, which makes up just under a fifth of its total asset allocations, among other sectors to a lesser degree. The company’s top holdings in FedEx Corporation, Lowes Companies, Inc., Goldman Sachs Group, and JPMorgan Chase & Co. each make up over 10% of its total holdings and its top 10 holdings alone make up almost 90% of its total. Greenhaven Associates currently holds over $5.7 billion in total assets under management spread across almost 200 accounts, all of which are discretionary accounts. Although its total number of accounts has only been increasing moderately in recent years, its total assets under management has grown significantly, rising from $2.1 billion back in 2010 to approaching three times that amount today. Greenhaven Associates mainly caters to high net worth individuals, which alone makes up over half of its client base, and also provides services to charities, pension and profit sharing plans, investment companies, and others, in order of decreasing clientele.
Holdings MV
6.09B
Last Updated
2026-03-09
Total Holdings
20
Tracker Performance
Greenhaven Associates Inc
0%
S&P 500
0%
Total Return
+22.14%
Annualized Return
+33.38%
1 Day Change
-0.70%
Sharpe Ratio
1.19
Trade Updates
2026-03-09
Ticker
Name
03/09
Buy
3.42%
Fill Price --
3.44%
Ticker
Name
03/09
Sell
3.88%
Fill Price --
3.86%
Ticker
Name
03/09
Buy
3.30%
Fill Price --
3.36%
Ticker
Name
03/09
Sell
8.29%
Fill Price --
8.21%
Ticker
Name
03/09
Sell
20.64%
Fill Price --
20.25%
Ticker
Name
03/09
Sell
0.06%
Fill Price --
0.05%
Ticker
Name
03/09
Buy
3.33%
Fill Price --
3.35%
Ticker
Name
03/09
Buy
17.23%
Fill Price --
17.57%
Ticker
Name
03/09
Sell
2.25%
Fill Price --
2.19%
Ticker
Name
03/09
Buy
1.56%
Fill Price --
1.58%
Ticker
Name
03/09
Buy
1.45%
Fill Price --
1.47%
Ticker
Name
03/09
Buy
5.01%
Fill Price --
5.18%
Ticker
Name
03/09
Sell
10.75%
Fill Price --
10.66%
Ticker
Name
03/09
Sell
0.06%
Fill Price --
0.05%
Ticker
Name
03/09
Buy
2.80%
Fill Price --
2.91%
Ticker
Name
03/09
Sell
12.53%
Fill Price --
12.42%
Current Holdings
Greenhaven Associates Inc maintains a prominent position in the Construction Decoration sector (50.49%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Auto and other industries, balancing sector-specific growth potential with risk management.
Construction Decoration
50.49%
Auto
23.60%
Medical Biology
7.56%
Electronics
6.56%
Mechanical Equipment
5.18%
Mining
4.38%
other
2.19%
Banks
0.06%
Other
0.05%
Non-Bank Financials
0.00%
Building Materials
0.00%
Symbol
P&L %
Position Size
Ticker
Name
+189.43%
0.06%
Ticker
Name
+93.52%
20.25%
Ticker
Name
+49.52%
1.47%
Ticker
Name
+38.21%
5.18%
Ticker
Name
+26.48%
12.42%
Ticker
Name
+23.02%
3.12%
Ticker
Name
+22.78%
3.35%
Ticker
Name
+16.97%
10.66%
Ticker
Name
+16.59%
3.44%
Ticker
Name
+12.38%
8.21%
Ticker
Name
+9.44%
2.91%
Ticker
Name
+4.06%
0.05%
Ticker
Name
+0.28%
1.58%
Ticker
Name
-0.55%
0.24%
Ticker
Name
-5.46%
2.19%
Ticker
Name
-7.72%
3.36%
Ticker
Name
-9.67%
0.05%
Ticker
Name
-11.52%
17.57%
Ticker
Name
-22.19%
0.05%
Ticker
Name
-23.33%
3.86%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does Greenhaven Associates Inc currently hold?
As of the latest update on 2026-03-09, the Greenhaven Associates Inc portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has Greenhaven Associates Inc's portfolio performed recently?
Over the recent period, Greenhaven Associates Inc has demonstrated significant growth. The portfolio currently shows a Total Return of +22.14%, with an Annualized Return of +33.38%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of Greenhaven Associates Inc?
The current market value of Greenhaven Associates Inc's disclosed holdings is approximately $6.09B. This figure reflects the value of assets tracked based on their latest filing.