What did Greenhaven Associates buy in Q2 2025?

Greenhaven Associates opened 1 new position (ICLR) and added to 2 existing holdings in the Q2 2025 13F.

What did Greenhaven Associates sell in Q2 2025?

Greenhaven Associates exited 2 positions (BRK/B, RHI) and trimmed 0.

What Greenhaven Associates bought and sold in Q2 2025

In Q2 2025, Greenhaven Associates (Greenhaven Associates) opened 1 new position — including ICLR (<0.1%), added to 2, exited 2 (BRK/B, RHI). The book stood at $6.72B across 25 positions, filed Jul 8, 2025.

1New2Added0Trimmed2Exited

Share𝕏 in

New positions (1)

ICLRIcon Plc (iclr)<0.1% · $3M

Added to (2)

NOVNov Inc+21% shares · 0.9% · $62M
STLAStellantis NV (stla)+20% shares · <0.1% · $361K

Exited (2)

BRK/BBerkshire Hathaway Inc-cl Bwas <0.1% of book
RHIRobert Half Incwas <0.1% of book

Greenhaven Associates's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Greenhaven Associates's full portfolio →The whole cohort in Q2 2025 →

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.