Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Greenhaven Associates
Greenhaven Associates: Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 28 Positionen mit einem Gesamtwert von $8,7 Mrd. Wertentwicklung: 1 Jahr +22,69 %, 3 Jahre +85,04 %, 5 Jahre +71,69 %.
Greenhaven Associates
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $8,7 Mrd.
Größte Position Lennar Corp
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +22,69 %
Gesamtrendite · 3 Jahre +85,04 %
Gesamtrendite · 5 Jahre +71,69 %
28 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 LENLennar Corp | 11,82% | $1.024.010.087 | 11.316.279 | BUY Q2 · 2026+6,4% · 684 Tsd. Stk. | ← | $76,43 | |
 GMGeneral Motors Co (Gm) | 11,46% | $992.289.842 | 12.873.506 | BUY Q2 · 2026+2,8% · 347 Tsd. Stk. | ← | $82,20 | |
 TOLToll Brothers Inc | 10,71% | $927.560.458 | 5.630.109 | SOLD Q2 · 2026-0,3% · 15 Tsd. Stk. | ← | $133,06 | |
 BDXBecton Dickinson & Co | 9,93% | $859.812.872 | 5.681.708 | NEW Q2 · 20265,7 Mio. Stk. | – | $180,94 | |
 PHMPulte Group Inc | 8,64% | $748.610.762 | 5.455.949 | SOLD Q2 · 2026-0,7% · 41 Tsd. Stk. | ← | $117,26 | |
 DHID R Horton Inc | 6,59% | $571.024.704 | 3.505.800 | BUY Q2 · 2026+1,1% · 39 Tsd. Stk. | ← | $138,02 | |
 ICLRIcon Plc | 6,22% | $538.607.832 | 3.100.615 | BUY Q2 · 2026+54,8% · 1,1 Mio. Stk. | ← | $164,11 | |
 ACNAccenture Plc Ireland | 4,86% | $421.189.704 | 3.384.681 | NEW Q2 · 20263,4 Mio. Stk. | – | $181,29 | |
 OSKOshkosh Corp | 4,53% | $392.706.206 | 2.558.680 | BUY Q2 · 2026+1,1% · 28 Tsd. Stk. | ← | $146,61 | |
 ARWArrow Electrs Inc | 4,35% | $376.487.892 | 1.764.153 | SOLD Q2 · 2026-6,9% · 132 Tsd. Stk. | ← | $219,31 | |
 AVTAvnet Inc | 3,87% | $335.105.514 | 3.772.861 | SOLD Q2 · 2026-3,8% · 148 Tsd. Stk. | ← | $96,12 | |
 BAXBaxter Intl Inc | 3,52% | $304.561.061 | 14.285.228 | SOLD Q2 · 2026-0,2% · 22 Tsd. Stk. | ← | $22,80 | |
 AVTRAvantor Inc | 2,82% | $243.909.369 | 24.637.310 | BUY Q2 · 2026+9,0% · 2,0 Mio. Stk. | ← | $15,52 | |
 LEALear Corp | 2,25% | $195.182.378 | 1.455.933 | SOLD Q2 · 2026-14,2% · 241 Tsd. Stk. | ← | $120,64 | |
 SLBSlb Limited | 2,04% | $176.770.973 | 3.802.344 | SOLD Q2 · 2026-18,5% · 862 Tsd. Stk. | ← | $51,12 | |
 IQVIqvia Hldgs Inc | 1,71% | $148.401.655 | 768.045 | NEW Q2 · 2026768 Tsd. Stk. | – | $266,42 | |
 MTHMeritage Homes Corp | 1,26% | $108.794.872 | 1.297.494 | SOLD Q2 · 2026-10,8% · 157 Tsd. Stk. | ← | $63,25 | |
 NOVNov Inc | 1,20% | $104.251.352 | 5.620.019 | SOLD Q2 · 2026-2,3% · 131 Tsd. Stk. | ← | $20,07 | |
 DNOWDnow Inc | 0,65% | $56.336.712 | 4.343.617 | BUY Q2 · 2026+426,8% · 3,5 Mio. Stk. | ← | $15,59 | |
 VBILVanguard Instl Index Fd | 0,58% | $50.100.160 | 662.000 | SOLD Q2 · 2026-44,7% · 534 Tsd. Stk. | ← | $75,64 | |
 EPAMEpam Sys Inc | 0,54% | $46.602.255 | 587.300 | NEW Q2 · 2026587 Tsd. Stk. | – | $114,00 | |
 LEN-BLennar Corp | 0,37% | $32.295.674 | 364.059 | – | SOLD Q4 · 2024-0,1% · 272 Stk. | $74,71 | |
 AAgilent Technologies Inc | 0,02% | $1.421.281 | 10.700 | – | SOLD Q4 · 2014-44,6% · 9 Tsd. Stk. | $156,47 | |
 CRHCrh Plc | 0,02% | $1.872.500 | 17.500 | – | SOLD Q1 · 2026-12,5% · 3 Tsd. Stk. | $86,15 | |
 JPMJpmorgan Chase & Co | 0,01% | $818.325 | 2.500 | SOLD Q2 · 2026-37,5% · 2 Tsd. Stk. | ← | $349,67 | |
 SCHWSchwab Charles Corp | 0,01% | $1.153.375 | 12.500 | – | SOLD Q4 · 2025-16,7% · 3 Tsd. Stk. | $105,25 | |
 UNPUnion Pac Corp | 0,01% | $552.704 | 2.032 | – | BUY Q4 · 2016– · 2 Tsd. Stk. | $279,37 | |
 GGenpact Limited | 0,00% | $275.000 | 10.000 | – | SOLD Q3 · 2025-9,2% · 1 Tsd. Stk. | $34,14 | |
 STLAStellantis N.V Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 37 Tsd. Stk. | ← | $4,82 | |
N/A TMHC*Taylor Morrison Home Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 271 Tsd. Stk. | ← | – | |
N/A TEXTerex Corp New Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 11 Tsd. Stk. | ← | $59,04 |
