What Greenhaven Associates bought and sold in Q1 2026

In Q1 2026, Greenhaven Associates (Greenhaven Associates) opened 1 new position — including DNOW (0.2%), added to 4, trimmed 1, exited 4 (MRP, TFX, C). The book stood at $6.07B across 27 positions, filed Apr 6, 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.