What did Greenhaven Associates buy in Q1 2025?

Greenhaven Associates opened 3 new positions (MRP, STLA, RHI) and added to 1 existing holding in the Q1 2025 13F.

What did Greenhaven Associates sell in Q1 2025?

Greenhaven Associates exited 1 position (IP) and trimmed 1.

What Greenhaven Associates bought and sold in Q1 2025

In Q1 2025, Greenhaven Associates (Greenhaven Associates) opened 3 new positions — including MRP (3.3%), STLA (<0.1%), RHI (<0.1%), added to 1, trimmed 1, exited 1 (IP). The book stood at $6.29B across 26 positions, filed Apr 2, 2025.

3New1Added1Trimmed1Exited

Share𝕏 in

New positions (3)

MRPMillrose Properties3.3% · $209M
STLAStellantis NV (stla)<0.1% · $336K
RHIRobert Half Inc<0.1% · $207K

Added to (1)

NOVNov Inc+25% shares · 1.0% · $63M

Trimmed (1)

CRHCrh Plc (crh)-96% shares · <0.1% · $2M

Exited (1)

IPInternational Paper COwas <0.1% of book

Greenhaven Associates's other filings

Q2 2026 changes Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes

Greenhaven Associates's full portfolio →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.