portfolio as of Q3 2026, filed Oct 26, 2026
8 of 24 holdings are Undervalued or On Sale by our valuation (26% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Sep 30, 2026. 3 not valued.
Greenhaven Associates's portfolio holds 27 stocks worth $8.0B at the end of Q3 2026. The largest positions are LEN, BDXA, GM, TOL and PHM.
In Q3 2026, Greenhaven Associates opened 1 new position (BBWI) and added to LEN and VBIL.
In Q3 2026, Greenhaven Associates sold out of EPAM and ACN and trimmed ARW, AVT, BAX, IQV, JPM, LEA and SCHW.
LEN, OSK, SLB, LEA, LEN-B, JPM, G and BBWI are Undervalued or On Sale by our valuation.
13F filings are due 45 days after each quarter end: the Q4 2026 filing is due by Feb 14, 2027.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →