Greenhaven Associates Inc.
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$4.5B
Holdings
742
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (1.09M shares)
5.0%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (1.39M shares)
4.5%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (1.92M shares)
3.8%
04
$GOOGL
ALPHABET INC
Q1 2026: New position (731.1k shares)
3.2%
05
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
3.1%
06
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
3.0%
07
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
2.7%
08
$EFA
ISHARES TR
Held since at least Q1 2024
2.7%
09
$GILD
GILEAD SCIENCES INC
Q1 2026: New position (356.0k shares)
2.0%
10
$VGT
VANGUARD WORLD FD
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:41 UTC.