Greenhaven Associates as of Dec. 31, 2025
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| General Motors Common | 20.0 | $1.2B | 15M | 81.32 | |
| Lennar Corporation - A Common (LEN) | 16.8 | $1.0B | 10M | 102.80 | |
| Toll Brothers Common (TOL) | 12.3 | $758M | 5.6M | 135.22 | |
| PulteGroup Common (PHM) | 10.5 | $649M | 5.5M | 117.26 | |
| D R Horton Common (DHI) | 8.1 | $502M | 3.5M | 144.03 | |
| Oshkosh Corp Common (OSK) | 5.1 | $317M | 2.5M | 125.63 | |
| Avantor Common (AVTR) | 3.8 | $235M | 21M | 11.46 | |
| Arrow Electronics Common (ARW) | 3.4 | $209M | 1.9M | 110.18 | |
| Baxter International Common (BAX) | 3.3 | $204M | 11M | 19.11 | |
| Lear Corporation Common (LEA) | 3.3 | $204M | 1.8M | 114.60 | |
| Avnet Common (AVT) | 3.1 | $189M | 3.9M | 48.08 | |
| SLB Common (SLB) | 2.9 | $179M | 4.7M | 38.38 | |
| Millrose Properties Common (MRP) | 2.2 | $137M | 4.6M | 29.87 | |
| Meritage Homes Corp Common (MTH) | 1.6 | $96M | 1.5M | 65.80 | |
| Nov Common (NOV) | 1.5 | $90M | 5.7M | 15.63 | |
| Vanguard 0-3M T-Bill ETF Etf (VBIL) | 0.9 | $58M | 773k | 75.43 | |
| Lennar Corporation - B Common (LEN.B) | 0.6 | $35M | 364k | 95.12 | |
| Teleflex Common (TFX) | 0.2 | $15M | 122k | 122.04 | |
| Citigroup Common (C) | 0.1 | $3.9M | 33k | 116.69 | |
| Icon Common (ICLR) | 0.1 | $3.2M | 17k | 182.22 | |
| Robert Half Common (RHI) | 0.0 | $2.8M | 105k | 27.16 | |
| Taylor Morrison Home Corp Common (TMHC) | 0.0 | $2.8M | 48k | 58.87 | |
| CRH Common (CRH) | 0.0 | $2.5M | 20k | 124.80 | |
| Agilent Technologies Common (A) | 0.0 | $1.5M | 11k | 136.07 | |
| J P Morgan Chase Common (JPM) | 0.0 | $1.3M | 4.0k | 322.22 | |
| Charles Schwab Corporation Common (SCHW) | 0.0 | $1.2M | 13k | 99.91 | |
| Terex Corp Common (TEX) | 0.0 | $1.0M | 19k | 53.38 | |
| Union Pacific Corp Common (UNP) | 0.0 | $470k | 2.0k | 231.32 | |
| Genpact Common (G) | 0.0 | $468k | 10k | 46.78 | |
| Stellantis NV Common (STLA) | 0.0 | $392k | 36k | 10.89 |
