GA
Greenhaven Associates Portfolio holdings
AUM
$6.72B
1-Year Est. Return
6.82%
1 Year Est. Return
+6.82%
AUM
$6.72B
AUM Growth
+$428M
(+6.8%)
Holding
27
Top Buys
| 1 | +$10.8M | |
| 2 | +$5.93M | |
| 3 | +$4.49M | |
| 4 |
Meritage Homes
MTH
|
+$3.86M |
| 5 |
Icon
ICLR
|
+$2.56M |
Top Sells
| 1 | +$41.7M | |
| 2 | +$5.97M | |
| 3 | +$728K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$533K |
| 5 |
Robert Half
RHI
|
+$207K |
Sector Composition
| 1 | Consumer Discretionary | 45.61% |
| 2 | Financials | 20.58% |
| 3 | Technology | 6.76% |
| 4 | Industrials | 5.36% |
| 5 | Real Estate | 3.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Robert Half
RHI
$2.58B
| – | – |
-3,800
|
|