GREENHAVEN ASSOCIATES INC

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Greenhaven Associates is based out of Purchase. Greenhaven Associates is a large advisory firm with 141 clients and discretionary assets under management (AUM) of $8,648,926,678 (Form ADV from 2022-01-10). Their last reported 13F filing for Q1 2022 included $3,771,039,000 in managed 13F securities and a top 10 holdings concentration of 97.12%. Greenhaven Associates's largest holding is Goldman Sachs Group Inc with shares held of 2,101,900. Greenhaven Associates has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 88 13F filings, and 3 13G filings

03/31/2022

13F Activity

  • Market Value $3.771 Billion
  • Prior Market Value $3.955 Billion
  • New Purchases2 stocks
  • Additional Purchases8 stocks
  • Sold out of1 stock
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 97.12 %
  • Turnover % [1]:13.64%
  • Turnover Alt % [2]: 0.05 %
  • Time Held Top20:10.85 quarters
  • Time Held Top10:14.60 quarters
  • Time Held All:18.05 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: -13.32%
Performance Last 4 Quarters: -16.11%
Performance Metrics
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Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

GREENHAVEN ASSOCIATES INC
THREE MANHATTANVILLE ROAD
PURCHASE NY    10577-2130
Country: United States
Business Phone: 914-253-9350
Fax: 914-253-9176
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 141
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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GREENHAVEN ASSOCIATES INC

ownership team - last updated 2022-01-10
Name Title Start Date Direct/Indirect % Ownership
DAVIDOFF, ELIHU VICE PRESIDENT 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2004-03-01
SANDBULTE, JOSHUA, BERNARD CHIEF INVESTMENT OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2005-10-01
GREENHAVEN ASSOCIATES INC CO-PRESIDENT direct 2005-10-01
WACHENHEIM, EDGAR CHAIRMAN, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 01/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CHAIRMAN & CHIEF COMPLIANCE OFFICER direct 1988-01-01
GREENHAVEN ASSOCIATES INC CHAIRMAN direct 1988-01-01 2004-01-22
GREENHAVEN ASSOCIATES INC CHAIRMAN & COMPLIANCE OFFICER direct 1988-01-01 2005-01-18
WACHENHEIM, CHRIS, ANDREW PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CO- PRESIDENT direct 2012-12-01
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2000-06-01 2003-01-30
GREENHAVEN ASSOCIATES INC EXECUTIVE VICE PRESIDENT direct 2003-09-01 2012-03-21
WACHENHEIM, LANCE, ROBERT SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
WAGMAN, KIM, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
MCCAFFERY, AMY, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01

GREENHAVEN ASSOCIATES INC

ownership team - last updated 2021-01-08
Name Title Start Date Direct/Indirect % Ownership
DAVIDOFF, ELIHU VICE PRESIDENT 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2004-03-01
SANDBULTE, JOSHUA, BERNARD CHIEF INVESTMENT OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2005-10-01
GREENHAVEN ASSOCIATES INC CO-PRESIDENT direct 2005-10-01
WACHENHEIM, EDGAR CHAIRMAN, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 01/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CHAIRMAN & CHIEF COMPLIANCE OFFICER direct 1988-01-01
GREENHAVEN ASSOCIATES INC CHAIRMAN direct 1988-01-01 2004-01-22
GREENHAVEN ASSOCIATES INC CHAIRMAN & COMPLIANCE OFFICER direct 1988-01-01 2005-01-18
WACHENHEIM, CHRIS, ANDREW PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CO- PRESIDENT direct 2012-12-01
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2000-06-01 2003-01-30
GREENHAVEN ASSOCIATES INC EXECUTIVE VICE PRESIDENT direct 2003-09-01 2012-03-21
WACHENHEIM, LANCE, ROBERT SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
WAGMAN, KIM, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
MCCAFFERY, AMY, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01

GREENHAVEN ASSOCIATES INC

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
DAVIDOFF, ELIHU VICE PRESIDENT 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2004-03-01
SANDBULTE, JOSHUA, BERNARD CHIEF INVESTMENT OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2005-10-01
GREENHAVEN ASSOCIATES INC CO-PRESIDENT direct 2005-10-01
WACHENHEIM, EDGAR CHAIRMAN, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 01/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CHAIRMAN & CHIEF COMPLIANCE OFFICER direct 1988-01-01
GREENHAVEN ASSOCIATES INC CHAIRMAN direct 1988-01-01 2004-01-22
GREENHAVEN ASSOCIATES INC CHAIRMAN & COMPLIANCE OFFICER direct 1988-01-01 2005-01-18
WACHENHEIM, CHRIS, ANDREW PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CO- PRESIDENT direct 2012-12-01
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2000-06-01 2003-01-30
GREENHAVEN ASSOCIATES INC EXECUTIVE VICE PRESIDENT direct 2003-09-01 2012-03-21
WACHENHEIM, LANCE, ROBERT SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
WAGMAN, KIM, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
MCCAFFERY, AMY, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01

GREENHAVEN ASSOCIATES INC

ownership team - last updated 2020-01-06
Name Title Start Date Direct/Indirect % Ownership

GREENHAVEN ASSOCIATES INC

ownership team - last updated 2019-01-10
Name Title Start Date Direct/Indirect % Ownership
DAVIDOFF, ELIHU VICE PRESIDENT 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2004-03-01
SANDBULTE, JOSHUA, BERNARD CHIEF INVESTMENT OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2005-10-01
GREENHAVEN ASSOCIATES INC CO-PRESIDENT direct 2005-10-01
WACHENHEIM, EDGAR CHAIRMAN, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 01/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CHAIRMAN & CHIEF COMPLIANCE OFFICER direct 1988-01-01
GREENHAVEN ASSOCIATES INC CHAIRMAN direct 1988-01-01 2004-01-22
GREENHAVEN ASSOCIATES INC CHAIRMAN & COMPLIANCE OFFICER direct 1988-01-01 2005-01-18
WACHENHEIM, CHRIS, ANDREW PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CO- PRESIDENT direct 2012-12-01
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2000-06-01 2003-01-30
GREENHAVEN ASSOCIATES INC EXECUTIVE VICE PRESIDENT direct 2003-09-01 2012-03-21
WACHENHEIM, LANCE, ROBERT SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
WAGMAN, KIM, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
MCCAFFERY, AMY, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01

GREENHAVEN ASSOCIATES INC

ownership team - last updated 2018-10-24
Name Title Start Date Direct/Indirect % Ownership
DAVIDOFF, ELIHU VICE PRESIDENT 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2004-03-01
SANDBULTE, JOSHUA, BERNARD CHIEF INVESTMENT OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2005-10-01
GREENHAVEN ASSOCIATES INC CO-PRESIDENT direct 2005-10-01
WACHENHEIM, EDGAR CHAIRMAN, CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER 01/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CHAIRMAN & CHIEF COMPLIANCE OFFICER direct 1988-01-01
GREENHAVEN ASSOCIATES INC CHAIRMAN direct 1988-01-01 2004-01-22
GREENHAVEN ASSOCIATES INC CHAIRMAN & COMPLIANCE OFFICER direct 1988-01-01 2005-01-18
WACHENHEIM, CHRIS, ANDREW PRESIDENT 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CO- PRESIDENT direct 2012-12-01
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2000-06-01 2003-01-30
GREENHAVEN ASSOCIATES INC EXECUTIVE VICE PRESIDENT direct 2003-09-01 2012-03-21
WACHENHEIM, LANCE, ROBERT SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
WAGMAN, KIM, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
MCCAFFERY, AMY, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01

GREENHAVEN ASSOCIATES INC

ownership team - last updated 2017-01-20
Name Title Start Date Direct/Indirect % Ownership
DAVIDOFF, ELIHU VICE PRESIDENT 03/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2004-03-01
SANDBULTE, JOSHUA, BERNARD CO-PRESIDENT 10/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2005-10-01
GREENHAVEN ASSOCIATES INC CO-PRESIDENT direct 2005-10-01
WACHENHEIM, EDGAR CHAIRMAN & CHIEF COMPLIANCE OFFICER 01/01/1988 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CHAIRMAN & CHIEF COMPLIANCE OFFICER direct 1988-01-01
GREENHAVEN ASSOCIATES INC CHAIRMAN direct 1988-01-01 2004-01-22
GREENHAVEN ASSOCIATES INC CHAIRMAN & COMPLIANCE OFFICER direct 1988-01-01 2005-01-18
WACHENHEIM, CHRIS, ANDREW CO- PRESIDENT 12/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC CO- PRESIDENT direct 2012-12-01
GREENHAVEN ASSOCIATES INC VICE PRESIDENT direct 2000-06-01 2003-01-30
GREENHAVEN ASSOCIATES INC EXECUTIVE VICE PRESIDENT direct 2003-09-01 2012-03-21
WACHENHEIM, LANCE, ROBERT SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
WAGMAN, KIM, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01
MCCAFFERY, AMY, WACHENHEIM SHAREHOLDER 01/01/1988 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
GREENHAVEN ASSOCIATES INC SHAREHOLDER direct 1988-01-01

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