Greenhaven Associates as of March 31, 2025
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Citigroup Common (C) | 18.8 | $1.2B | 17M | 70.99 | |
| General Motors Common | 17.8 | $1.1B | 24M | 47.03 | |
| Lennar Corporation - A Common (LEN) | 17.2 | $1.1B | 9.4M | 114.78 | |
| Toll Brothers Common (TOL) | 9.3 | $587M | 5.6M | 105.59 | |
| PulteGroup Common (PHM) | 9.1 | $574M | 5.6M | 102.80 | |
| D R Horton Common (DHI) | 7.4 | $467M | 3.7M | 127.13 | |
| Oshkosh Corp Common (OSK) | 3.8 | $240M | 2.6M | 94.08 | |
| Millrose Properties Common (MRP) | 3.3 | $209M | 7.9M | 26.51 | |
| Arrow Electronics Common (ARW) | 3.2 | $199M | 1.9M | 103.83 | |
| Avnet Common (AVT) | 3.0 | $191M | 4.0M | 48.09 | |
| Lear Corporation Common (LEA) | 2.6 | $163M | 1.8M | 88.22 | |
| Meritage Homes Corp Common (MTH) | 1.6 | $102M | 1.4M | 70.88 | |
| Nov Common (NOV) | 1.0 | $63M | 4.1M | 15.22 | |
| Terex Corp Common (TEX) | 0.9 | $57M | 1.5M | 37.78 | |
| Lennar Corporation - B Common (LEN.B) | 0.6 | $40M | 364k | 109.07 | |
| Genpact Common (G) | 0.1 | $7.4M | 147k | 50.38 | |
| CRH Common (CRH) | 0.0 | $2.4M | 27k | 87.97 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.6M | 20k | 78.28 | |
| Goldman Sachs Common (GS) | 0.0 | $1.4M | 2.5k | 546.29 | |
| Agilent Technologies Common (A) | 0.0 | $1.3M | 11k | 116.98 | |
| J P Morgan Chase Common (JPM) | 0.0 | $1.2M | 5.0k | 245.30 | |
| Morgan Stanley Common (MS) | 0.0 | $1.2M | 10k | 116.67 | |
| Berkshire Hathaway Inc. Class B Common (BRK.B) | 0.0 | $533k | 1.0k | 532.58 | |
| Union Pacific Corp Common (UNP) | 0.0 | $480k | 2.0k | 236.24 | |
| Stellantis NV Common (STLA) | 0.0 | $336k | 30k | 11.21 | |
| Robert Half Common (RHI) | 0.0 | $207k | 3.8k | 54.55 |
