Greenhaven Associates
Greenhaven AssociatesGreenhaven Associates13F · 06 Apr 2026
持仓 27前十集中度 84%本季新建/加仓 12减持/清仓 9
115.4%减持215.2%加仓312.7%加仓410.7%减持57.8%减持66.1%加仓74.5%减持84.0%减持94.0%加仓104.0%加仓113.6%加仓123.4%减持132.9%加仓141.8%加仓151.5%加仓161.5%减持170.5%持有180.3%加仓190.2%新建仓200.0%减持210.0%持有220.0%持有230.0%持有240.0%持有250.0%减持260.0%持有270.0%加仓
GMGeneral Motors均 43
LENLennar Corp.均 51
TOLToll Brothers均 44
PHMPulteGroup Inc.均 52
DHID.R. Horton均 52
OSKOshkosh Corp.均 43
ARWArrow Electronics均 43
AVTAvnet Inc.均 35
BAXBaxter International Inc.均 40
SLBSchlumberger Ltd.均 44
ICLRICON plc均 53
LEALear Corp.均 38
AVTRAvantor Inc.均 51
NOVNov Inc.均 45
VBILVanguard 0 3m T Bill ETF
MTHMeritage Homes Corp.均 38
LEN.BLennar Corp. CL B
TMHCTaylor Morrison Home Corp.均 47
DNOWNOW Inc.均 41
CRHCRH plc均 71
AAgilent Technologies均 62
JPMJPMorgan Chase & Co.均 61
SCHWCharles Schwab Corp.均 67
GGenpact Ltd.均 44
TEXTerex Corp.均 45
UNPUnion Pacific均 64
STLAStellantis N.V.均 35
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。