Greenhaven Associates Inc

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Assets, Funds, Holdings

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Greenhaven Associates Inc
CRD #104729
SEC #801-31678
CIK #0000846222
AUM $9.6 BB (2024-01-04)
Employees 7 (57% Investors, 0% Brokers)
Phone914-253-9350
AddressThree Manhattanville Road
Purchase, NY 10577-2130
Source [IAPD] [EDGAR]
Total AUM ($BB)
10.08.06.04.02.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
LEN 20.6 1.3
C 91.7 1.1
CRH 26.1 0.8
TOL 5.1 0.6
PHM 9.5 0.6
DHI 23.2 0.5
OSK 5.6 0.3
IP 15.7 0.2
ARW 7.4 0.2
LEA 8.1 0.2
View All
Holdings by Sector ($BB)
151296302013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.0
(b) Individuals (high net worth individuals) 98 7.0
(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 2.0
(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 0.4
(n) Other 0 0.0
Total 228 9.6
By Discretionary
Discretionary 228 9.6
Non-Discretionary 0 0.0
Total 228 9.6
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 9.4
Total 228 9.6
EDGAR Form CIK 2011 - 2024
13F-HR [0000846222]
SC 13G [0000846222]
Form 13D/13G Filer Form 13D/13G Subject Filed
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 ($BB)
Frontier Capital Management Co LLC
MA 10.1
Stonebridge Advisors LLC
CT 10.0
Everett Harris & Co
CA 10.0
Clarfeld Financial Advisors LLC
NY 9.5
Dolan McEniry Capital Management LLC
IL 9.5
Gilder Gagnon Howe & Co LLC
NY 9.4
United Planners' Financial Services of America A Limited Partner
AZ 9.3
Capital Wealth Planning LLC
FL 9.2
Ramirez Asset Management Inc
NY 9.1
Vident Advisory LLC
GA 9.0
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