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Greenhaven Associates's 2024Q2 portfolio

Greenhaven Associates (Greenhaven Associates) held 15 positions as of Jun 30, 2024, with the largest position at 17.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (15)

  1. 1LENLennar Corp-a
    % port
    17.7%
    +3.5pp vs prior Qnow 15.2%
  2. 2(cusip)General Motors CO (gm)
    % port
    14.2%
    +4.5pp vs prior Qnow 15.4%
  3. 3CRHCrh Plc (crh)
    % port
    11.0%
    +2.2pp vs prior Qnow 0.0%
  4. 4TOLToll Brothers Inc
    % port
    8.4%
    +1.9pp vs prior Qnow 12.7%
  5. 5PHMPultegroup Inc
    % port
    8.1%
    +1.8pp vs prior Qnow 10.6%
  6. 6DHIDR Horton Inc
    % port
    6.8%
    +1.4pp vs prior Qnow 7.8%
  7. 7OSKOshkosh Corp
    % port
    3.6%
    +0.7pp vs prior Qnow 6.1%
  8. 8ARWArrow Electronics Inc
    % port
    3.0%
    +0.8pp vs prior Qnow 4.5%
  9. 9LEALear Corp
    % port
    2.7%
    +0.3pp vs prior Qnow 3.4%
  10. 10AVTAvnet Inc
    % port
    2.7%
    +0.9pp vs prior Qnow 4.0%
  11. 11MTHMeritage Homes Corp
    % port
    1.6%
    +0.3pp vs prior Qnow 1.5%
  12. 12TEXTerex Corp
    % port
    1.1%
    +0.2pp vs prior Qnow 0.0%
  13. 13LEN/BLennar Corp - B Shs
    % port
    0.9%
    +0.2pp vs prior Qnow 0.5%
  14. 14(cusip)Genpact Ltd (g)
    % port
    0.5%
    +0.2pp vs prior Qnow 0.0%
  15. 15NOVNov Inc
    % port
    0.4%
    +0.1pp vs prior Qnow 1.8%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.