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Greenhaven Associates's 2025Q1 portfolio

Greenhaven Associates (Greenhaven Associates) held 14 positions as of Mar 31, 2025, with the largest position at 17.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (14)

  1. 1(cusip)General Motors CO (gm)
    % port
    17.8%
    -0.9pp vs prior Qnow 15.4%
  2. 2LENLennar Corp-a
    % port
    17.2%
    -1.3pp vs prior Qnow 15.2%
  3. 3TOLToll Brothers Inc
    % port
    9.3%
    -1.0pp vs prior Qnow 12.7%
  4. 4PHMPultegroup Inc
    % port
    9.1%
    +0.1pp vs prior Qnow 10.6%
  5. 5DHIDR Horton Inc
    % port
    7.4%
    -0.2pp vs prior Qnow 7.8%
  6. 6OSKOshkosh Corp
    % port
    3.8%
    +0.2pp vs prior Qnow 6.1%
  7. 7ARWArrow Electronics Inc
    % port
    3.2%
    now 4.5%
  8. 8AVTAvnet Inc
    % port
    3.0%
    now 4.0%
  9. 9LEALear Corp
    % port
    2.6%
    now 3.4%
  10. 10MTHMeritage Homes Corp
    % port
    1.6%
    now 1.5%
  11. 11NOVNov Inc
    % port
    1.0%
    +0.3pp vs prior Qnow 1.8%
  12. 12TEXTerex Corp
    % port
    0.9%
    -0.1pp vs prior Qnow 0.0%
  13. 13LEN/BLennar Corp - B Shs
    % port
    0.6%
    now 0.5%
  14. 14(cusip)Genpact Ltd (g)
    % port
    0.1%
    -0.7pp vs prior Qnow 0.0%

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.