Institutions / Greenhaven Associates Inc
Greenhaven Associates Inc
CIK 846222 · Institution · as of Dec 31, 2025
Portfolio value
$6.17B
Positions
30
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 30 →
| Company | Value | % of portfolio |
|---|---|---|
| General Motors Co (GM) | $1.23B | 20.0% |
| Lennar Corp /New | $1.04B | 16.8% |
| Toll Brothers Incorporated | $757.66M | 12.3% |
| Pultegroup INC/MI | $648.97M | 10.5% |
| Horton D R Inc /De | $501.82M | 8.1% |
| Oshkosh Corp | $316.75M | 5.1% |
| Avantor, Inc. | $234.94M | 3.8% |
| Arrow Electronics, Inc. | $209.34M | 3.4% |
| Baxter International Inc | $204.35M | 3.3% |
| Lear Corp | $203.53M | 3.3% |
| Avnet Inc | $188.90M | 3.1% |
| Slb LIMITED/NV | $178.88M | 2.9% |
| Millrose Properties, Inc. | $137.30M | 2.2% |
| Meritage Homes CORP | $96.42M | 1.6% |
| NOV Inc | $89.80M | 1.5% |
| Vanguard 0-3M T-Bill ETF (VBIL) | $58.29M | 0.9% |
| Lennar Corporation - B SHS (LEN/B) | $34.63M | 0.6% |
| Teleflex Inc | $14.90M | 0.2% |
| Citigroup Inc | $3.88M | 0.1% |
| ICON plc | $3.17M | 0.1% |
| Robert Half Inc. | $2.84M | 0.0% |
| Taylor Morrison Home Corp | $2.80M | 0.0% |
| Crh Public Ltd Co | $2.50M | 0.0% |
| Agilent Technologies Inc | $1.46M | 0.0% |
| JPMorgan Chase & Co | $1.29M | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.