What Greenhaven Associates bought and sold in Q2 2026

In Q2 2026, Greenhaven Associates (Greenhaven Associates) opened 4 new positions — including BDX (9.9%), ACN (4.9%), IQV (1.7%), added to 2, trimmed 2, exited 3 (TMHC, TEX, STLA). The book stood at $8.66B across 28 positions, filed Jul 28, 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.