Greenhaven Associates as of Dec. 31, 2024
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors Common | 18.7 | $1.3B | 24M | 53.27 | |
| Lennar Corporation - A Common (LEN) | 18.5 | $1.2B | 9.2M | 136.37 | |
| Citigroup Common (C) | 17.6 | $1.2B | 17M | 70.39 | |
| Toll Brothers Common (TOL) | 10.3 | $697M | 5.5M | 125.95 | |
| PulteGroup Common (PHM) | 9.0 | $608M | 5.6M | 108.90 | |
| D R Horton Common (DHI) | 7.6 | $513M | 3.7M | 139.82 | |
| Oshkosh Corp Common (OSK) | 3.6 | $243M | 2.6M | 95.07 | |
| Arrow Electronics Common (ARW) | 3.2 | $216M | 1.9M | 113.12 | |
| Avnet Common (AVT) | 3.1 | $207M | 4.0M | 52.32 | |
| Lear Corporation Common (LEA) | 2.6 | $175M | 1.8M | 94.70 | |
| Meritage Homes Corp Common (MTH) | 1.7 | $114M | 739k | 153.82 | |
| Terex Corp Common (TEX) | 1.0 | $70M | 1.5M | 46.22 | |
| CRH Common (CRH) | 0.9 | $59M | 632k | 92.52 | |
| Genpact Common (G) | 0.8 | $53M | 1.2M | 42.95 | |
| Lennar Corporation - B Common (LEN.B) | 0.7 | $48M | 364k | 132.15 | |
| Nov Common (NOV) | 0.7 | $48M | 3.3M | 14.60 | |
| International Paper Common (IP) | 0.0 | $1.9M | 35k | 53.82 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.5M | 20k | 74.01 | |
| Agilent Technologies Common (A) | 0.0 | $1.4M | 11k | 134.34 | |
| Goldman Sachs Common (GS) | 0.0 | $1.4M | 2.5k | 572.62 | |
| Morgan Stanley Common (MS) | 0.0 | $1.3M | 10k | 125.72 | |
| J P Morgan Chase Common (JPM) | 0.0 | $1.2M | 5.0k | 239.71 | |
| Union Pacific Corp Common (UNP) | 0.0 | $463k | 2.0k | 228.04 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 0.0 | $454k | 1.0k | 453.28 |
