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Greenhaven Associates's 2025Q2 portfolio

Greenhaven Associates (Greenhaven Associates) held 13 positions as of Jun 30, 2025, with the largest position at 17.3% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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, 2025 (13)

  1. 1(cusip)General Motors CO (gm)
    % port
    17.3%
    -0.5pp vs prior Qnow 15.4%
  2. 2LENLennar Corp-a
    % port
    15.6%
    -1.6pp vs prior Qnow 15.2%
  3. 3TOLToll Brothers Inc
    % port
    9.5%
    +0.2pp vs prior Qnow 12.7%
  4. 4PHMPultegroup Inc
    % port
    8.8%
    -0.4pp vs prior Qnow 10.6%
  5. 5DHIDR Horton Inc
    % port
    7.1%
    -0.4pp vs prior Qnow 7.8%
  6. 6OSKOshkosh Corp
    % port
    4.3%
    +0.5pp vs prior Qnow 6.1%
  7. 7ARWArrow Electronics Inc
    % port
    3.6%
    +0.5pp vs prior Qnow 4.5%
  8. 8AVTAvnet Inc
    % port
    3.1%
    +0.1pp vs prior Qnow 4.0%
  9. 9LEALear Corp
    % port
    2.6%
    now 3.4%
  10. 10MTHMeritage Homes Corp
    % port
    1.5%
    -0.1pp vs prior Q
  11. 11TEXTerex Corp
    % port
    1.0%
    +0.1pp vs prior Qnow 0.0%
  12. 12NOVNov Inc
    % port
    0.9%
    now 1.8%
  13. 13LEN/BLennar Corp - B Shs
    % port
    0.6%

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.