|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Greenhaven Associates Inc
✚
|
|
|---|---|
| CRD # | 104729 |
| SEC # | 801-31678 |
| CIK # | 0000846222 |
| AUM | $10.9 B (2025-01-03) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 914-253-9350 |
| Address | Three Manhattanville Road Purchase, NY 10577-2130 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Citigroup Inc | 1.4 | ||
| Lennar Corp /New/ | 1.1 | ||
| Toll Brothers Inc | 0.6 | ||
| PulteGroup Inc/MI/ | 0.6 | ||
| Horton D R Inc /DE/ | 0.5 | ||
| Oshkosh Corp | 0.3 | ||
| Arrow Electronics Inc | 0.2 | ||
| Millrose Properties Inc | 0.2 | ||
| Avnet Inc | 0.2 | ||
| LEAR Corp | 0.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 102 | 8.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.2 |
| (h) Charitable organizations | 27 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 234 | 10.9 |
| By Discretionary | ||
| Discretionary | 234 | 10.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 10.7 | |
| Total | 234 | 10.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000846222] | |
| SC 13G | [0000846222] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Greenhaven Associates Inc | Millrose Properties Inc | [2025-02-19] |
| Greenhaven Associates Inc | Westrock Co | [2023-06-16] |
| Greenhaven Associates Inc | Toll Brothers Inc | [2023-05-24] |
| Greenhaven Associates Inc | Whirlpool Corp | [2022-04-27] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
State Farm Investment Management Corp
✚
|
IL | 11.3 |
|
Jensen Investment Management Inc
✚
|
OR | 11.2 |
|
Mercury Advisory LLC
✚
|
CA | 11.1 |
|
Everett Harris & Co
✚
|
CA | 10.9 |
|
Stonebridge Advisors LLC
✚
|
CT | 10.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
10.7 | |
|
Frontier Capital Management Co LLC
✚
|
MA | 10.7 |
|
Asset Preservation Advisors LLC
✚
|
GA | 10.7 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 10.6 |
|
James Hambro & Partners LLP
✚
|
10.6 |