Greenhaven Associates as of Sept. 30, 2025
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors Common | 21.4 | $1.4B | 23M | 60.97 | |
| Lennar Corporation - A Common (LEN) | 18.5 | $1.2B | 9.7M | 126.04 | |
| Toll Brothers Common (TOL) | 11.7 | $771M | 5.6M | 138.14 | |
| PulteGroup Common (PHM) | 11.2 | $736M | 5.6M | 132.13 | |
| D R Horton Common (DHI) | 9.4 | $617M | 3.6M | 169.47 | |
| Oshkosh Corp Common (OSK) | 5.0 | $328M | 2.5M | 129.70 | |
| Arrow Electronics Common (ARW) | 3.5 | $230M | 1.9M | 121.00 | |
| Avantor Common (AVTR) | 3.5 | $229M | 18M | 12.48 | |
| Avnet Common (AVT) | 3.1 | $205M | 3.9M | 52.28 | |
| Lear Corporation Common (LEA) | 2.7 | $181M | 1.8M | 100.61 | |
| Millrose Properties Common (MRP) | 2.4 | $155M | 4.6M | 33.61 | |
| Baxter International Common (BAX) | 2.2 | $143M | 6.3M | 22.77 | |
| Meritage Homes Corp Common (MTH) | 1.6 | $105M | 1.5M | 72.43 | |
| Nov Common (NOV) | 1.2 | $76M | 5.7M | 13.25 | |
| Terex Corp Common (TEX) | 1.2 | $76M | 1.5M | 51.30 | |
| Lennar Corporation - B Common (LEN.B) | 0.7 | $44M | 364k | 119.99 | |
| Vanguard 0-3M T-Bill ETF Etf (VBIL) | 0.6 | $38M | 500k | 75.61 | |
| Citigroup Common (C) | 0.1 | $8.5M | 83k | 101.50 | |
| Icon Common (ICLR) | 0.0 | $3.0M | 17k | 175.00 | |
| CRH Common (CRH) | 0.0 | $3.0M | 25k | 119.90 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.4M | 15k | 95.47 | |
| Agilent Technologies Common (A) | 0.0 | $1.4M | 11k | 128.35 | |
| J P Morgan Chase Common (JPM) | 0.0 | $1.3M | 4.0k | 315.43 | |
| Goldman Sachs Common (GS) | 0.0 | $796k | 1.0k | 796.35 | |
| Union Pacific Corp Common (UNP) | 0.0 | $480k | 2.0k | 236.37 | |
| Genpact Common (G) | 0.0 | $419k | 10k | 41.89 | |
| Stellantis NV Common (STLA) | 0.0 | $336k | 36k | 9.34 |
