格林海文联合公司 2026Q1 13F 持仓
Greenhaven Associates 埃德加·瓦亨海姆三世 组合详情。
组合市值：$6,071,579,036；当前持仓：27；上一报告期：2025-12-31
| # | Ticker | Name | Market Value | Shares | Weight | Status |
|---|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores, Inc. | $933,197,058 | 12526135 | 15.37% | 持有 |
| 2 | LEN | 莱纳 | $923,294,256 | 10632131 | 15.21% | 持有 |
| 3 | TOL | 托尔兄弟 | $770,415,319 | 5645309 | 12.69% | 持有 |
| 4 | PHM | 普得集团 | $646,514,989 | 5497109 | 10.65% | 持有 |
| 5 | DHI | 霍顿房屋 | $475,730,762 | 3466920 | 7.84% | 持有 |
| 6 | OSK | Oshkosh Corp. | $372,589,246 | 2531005 | 6.14% | 持有 |
| 7 | ARW | 艾睿电子 | $271,885,283 | 1895860 | 4.48% | 持有 |
| 8 | AVT | 安富利 | $241,581,949 | 3920512 | 3.98% | 持有 |
| 9 | BAX | 百特 | $240,369,158 | 14307688 | 3.96% | 持有 |
| 10 | SLB | 斯伦贝谢 | $239,712,612 | 4664577 | 3.95% | 持有 |
| 11 | ICLR | ICON plc | $221,586,801 | 2002411 | 3.65% | 持有 |
| 12 | CCO | Clear Channel Outdoor Holdings, Inc. | $205,517,439 | 1697369 | 3.38% | 持有 |
| 13 | AVTR | Avantor, Inc. | $177,135,690 | 22593838 | 2.92% | 持有 |
| 14 | NOV | 国民油井 | $108,182,668 | 5751338 | 1.78% | 持有 |
| 15 | VBIL | 先锋0-3月国债ETF | $90,509,551 | 1196425 | 1.49% | 持有 |
| 16 | MTH | Meritage Homes Corp. | $89,967,862 | 1454849 | 1.48% | 持有 |
| 17 | LENB | 莱纳B | $30,624,643 | 364059 | 0.5% | 持有 |
| 18 | TMHC | 泰勒莫里森房屋 | $15,760,210 | 270608 | 0.26% | 持有 |
| 19 | DNOW | DNOW, Inc. | $9,819,640 | 824487 | 0.16% | 新增 |
| 20 | CRH | CRH水泥 | $1,839,600 | 17500 | 0.03% | 持有 |
| 21 | A | 安捷伦 | $1,219,586 | 10700 | 0.02% | 持有 |
| 22 | JPM | 摩根大通 | $1,176,640 | 4000 | 0.02% | 持有 |
| 23 | SCHW | 嘉信理财 | $1,174,750 | 12500 | 0.02% | 持有 |
| 24 | TEX | 特雷克斯 | $645,490 | 10922 | 0.01% | 持有 |
| 25 | UNP | 联合太平洋 | $493,004 | 2032 | 0.01% | 持有 |
| 26 | G | 简伯特 | $372,500 | 10000 | 0.01% | 持有 |
| 27 | STLA | Stellantis NV | $262,330 | 37000 | 0% | 持有 |
清仓股票
- MRP - Millrose Properties, Inc.
- TFX - 泰利福
- C - 花旗集团
- RHI - 罗伯特哈夫