What Greenhaven Associates bought and sold in Q4 2025

In Q4 2025, Greenhaven Associates (Greenhaven Associates) opened 4 new positions — including SLB (2.9%), TFX (0.2%), RHI (<0.1%), added to 2, trimmed 3, exited 1 (GS). The book stood at $6.17B across 30 positions, filed Jan 7, 2026.

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.