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Greenhaven Associates's 2024Q3 portfolio

Greenhaven Associates (Greenhaven Associates) held 15 positions as of Sep 30, 2024, with the largest position at 20.0% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (15)

  1. 1LENLennar Corp-a
    % port
    20.0%
    +2.3pp vs prior Qnow 15.2%
  2. 2(cusip)General Motors CO (gm)
    % port
    12.5%
    -1.7pp vs prior Qnow 15.4%
  3. 3CRHCrh Plc (crh)
    % port
    12.1%
    +1.2pp vs prior Qnow 0.0%
  4. 4TOLToll Brothers Inc
    % port
    10.0%
    +1.6pp vs prior Qnow 12.7%
  5. 5PHMPultegroup Inc
    % port
    9.4%
    +1.3pp vs prior Qnow 10.6%
  6. 6DHIDR Horton Inc
    % port
    8.2%
    +1.4pp vs prior Qnow 7.8%
  7. 7OSKOshkosh Corp
    % port
    3.0%
    -0.6pp vs prior Qnow 6.1%
  8. 8ARWArrow Electronics Inc
    % port
    2.9%
    now 4.5%
  9. 9AVTAvnet Inc
    % port
    2.5%
    -0.2pp vs prior Qnow 4.0%
  10. 10LEALear Corp
    % port
    2.3%
    -0.4pp vs prior Qnow 3.4%
  11. 11MTHMeritage Homes Corp
    % port
    1.8%
    +0.1pp vs prior Qnow 1.5%
  12. 12TEXTerex Corp
    % port
    0.9%
    -0.1pp vs prior Qnow 0.0%
  13. 13LEN/BLennar Corp - B Shs
    % port
    0.7%
    -0.1pp vs prior Qnow 0.5%
  14. 14(cusip)Genpact Ltd (g)
    % port
    0.6%
    now 0.0%
  15. 15NOVNov Inc
    % port
    0.4%
    now 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.