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| Greenhaven Associates Inc
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| |
|---|---|
| CRD # | 104729 |
| SEC # | 801-31678 |
| CIK # | 0000846222 |
| AUM | $9.6 BB (2024-01-04) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 914-253-9350 |
| Address | Three Manhattanville Road Purchase, NY 10577-2130 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000846222 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Lennar Corp /New/ | 20.6 | 1.3 | |
| Citigroup Inc | 91.7 | 1.1 | |
| CRH Public Ltd Co | 26.1 | 0.8 | |
| Toll Brothers Inc | 5.1 | 0.6 | |
| PulteGroup Inc/MI/ | 9.5 | 0.6 | |
| Horton D R Inc /DE/ | 23.2 | 0.5 | |
| Oshkosh Corp | 5.6 | 0.3 | |
| International Paper Co /New/ | 15.7 | 0.2 | |
| Arrow Electronics Inc | 7.4 | 0.2 | |
| LEAR Corp | 8.1 | 0.2 | |
| Avnet Inc | 4.2 | 0.2 | |
| Meritage Homes Corp | 2.7 | 0.1 | |
| Terex Corp | 2.0 | 0.1 | |
| Genpact Ltd | 7.8 | 0.0 | |
| National Oilwell Varco Inc | 6.8 | 0.0 | |
| Goldman Sachs Group Inc | 102.9 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Schwab Charles Corp | 121.7 | 0.0 | |
| Agilent Technologies Inc | 35.0 | 0.0 | |
| Morgan Stanley | 136.7 | 0.0 | |
| Union Pacific Corp | 134.0 | 0.0 | |
| 3M Co | 74.2 | 0.0 | |
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| 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
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|
NY | 9.4 |
|
United Planners' Financial Services of America A Limited Partner
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|
AZ | 9.3 |
|
Capital Wealth Planning LLC
✚
|
FL | 9.2 |
|
Ramirez Asset Management Inc
✚
|
NY | 9.1 |
|
Vident Advisory LLC
✚
|
GA | 9.0 |