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Greenhaven Associates Inc Top Holdings and 13F Report (2025)

About Greenhaven Associates Inc

Investment Activity

  • Greenhaven Associates Inc has $6.29 billion in total holdings as of March 31, 2025.
  • Greenhaven Associates Inc owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 4.93% of the portfolio was purchased this quarter.
  • About 1.97% of the portfolio was sold this quarter.
  • This quarter, Greenhaven Associates Inc has purchased 24 new stocks and bought additional shares in 11 stocks.
  • Greenhaven Associates Inc sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Citigroup
$1,183,108,195
General Motors Co (GM)
$1,118,376,222
Lennar
$1,083,518,035
Toll Brothers
$587,353,033
PulteGroup
$574,377,318

Largest New Holdings this Quarter

601137102 - Millrose Properties (MRP)
$209,111,331 Holding
N82405106 - Stellantis
$336,300 Holding
770323103 - Robert Half
$207,290 Holding

Largest Purchases this Quarter

Millrose Properties (MRP)
7,888,017 shares (about $209.11M)
Meritage Homes
695,355 shares (about $49.29M)
Lennar
275,220 shares (about $31.59M)
NOV
823,115 shares (about $12.53M)
Toll Brothers
26,079 shares (about $2.75M)

Largest Sales this Quarter

Genpact
1,083,660 shares (about $54.59M)
CRH PLC (CRH)
604,856 shares (about $53.21M)
Citigroup
204,922 shares (about $14.55M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenhaven Associates Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Citigroup Inc. stock logo
C
Citigroup
$1,183,108,195$14,547,413 -1.2%16,665,84318.8%Finance
General Motors Co (GM)
$1,118,376,222$2,662,650 0.2%23,780,06017.8%COMMON
Lennar Co. stock logo
LEN
Lennar
$1,083,518,035$31,589,752 3.0%9,439,95517.2%Construction
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$587,353,033$2,753,682 0.5%5,562,5829.3%Construction
PulteGroup, Inc. stock logo
PHM
PulteGroup
$574,377,318$318,680 0.1%5,587,3289.1%Construction
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$467,172,620$406,816 0.1%3,674,7637.4%Construction
Oshkosh Co. stock logo
OSK
Oshkosh
$240,243,252$141,120 0.1%2,553,6063.8%Auto/Tires/Trucks
Millrose Properties (MRP)
$209,111,331$209,111,331 New Holding7,888,0173.3%COMMON
Arrow Electronics, Inc. stock logo
ARW
Arrow Electronics
$198,705,389$924,087 0.5%1,913,7573.2%Computer and Technology
Avnet, Inc. stock logo
AVT
Avnet
$190,688,247$115,416 0.1%3,965,2373.0%Computer and Technology
Lear Co. stock logo
LEA
Lear
$162,628,894$105,864 0.1%1,843,4472.6%Auto/Tires/Trucks
Meritage Homes Co. stock logo
MTH
Meritage Homes
$101,668,004$49,286,762 94.1%1,434,3681.6%Construction
NOV Inc. stock logo
NOV
NOV
$62,617,470$12,527,810 25.0%4,114,1571.0%Energy
Terex Co. stock logo
TEX
Terex
$56,788,3650.0%1,503,1330.9%Industrials
Lennar Co. stock logo
LEN.B
Lennar
$39,707,9150.0%364,0590.6%Construction
Genpact Limited stock logo
G
Genpact
$7,389,638$54,594,793 -88.1%146,6780.1%Business Services
CRH PLC (CRH)
$2,369,648$53,209,185 -95.7%26,9370.0%COMMON
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,565,6000.0%20,0000.0%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,365,7250.0%2,5000.0%Finance
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$1,251,6860.0%10,7000.0%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,226,5000.0%5,0000.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$1,166,7000.0%10,0000.0%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$533,1130.0%1,0010.0%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$480,0400.0%2,0320.0%Transportation
Stellantis stock logo
STLA
Stellantis
$336,300$336,300 New Holding30,0000.0%Auto/Tires/Trucks
Robert Half Inc. stock logo
RHI
Robert Half
$207,290$207,290 New Holding3,8000.0%Business Services
International Paper stock logo
IP
International Paper
$0$1,899,200 -100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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