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Greenhaven Associates's 2025Q3 portfolio

Greenhaven Associates (Greenhaven Associates) held 16 positions as of Sep 30, 2025, with the largest position at 21.4% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (16)

  1. 1(cusip)General Motors CO (gm)
    % port
    21.4%
    +4.1pp vs prior Qnow 15.4%
  2. 2LENLennar Corp-a
    % port
    18.5%
    +2.9pp vs prior Qnow 15.2%
  3. 3TOLToll Brothers Inc
    % port
    11.7%
    +2.2pp vs prior Qnow 12.7%
  4. 4PHMPultegroup Inc
    % port
    11.2%
    +2.4pp vs prior Qnow 10.6%
  5. 5DHIDR Horton Inc
    % port
    9.4%
    +2.3pp vs prior Qnow 7.8%
  6. 6OSKOshkosh Corp
    % port
    5.0%
    +0.7pp vs prior Qnow 6.1%
  7. 7ARWArrow Electronics Inc
    % port
    3.5%
    -0.1pp vs prior Qnow 4.5%
  8. 8AVTRAvantor Inc
    % port
    3.5%
    now 2.9%
  9. 9AVTAvnet Inc
    % port
    3.1%
    now 4.0%
  10. 10LEALear Corp
    % port
    2.7%
    +0.1pp vs prior Qnow 3.4%
  11. 11BAXBaxter International Inc
    % port
    2.2%
    now 4.0%
  12. 12MTHMeritage Homes Corp
    % port
    1.6%
    +0.1pp vs prior Qnow 1.5%
  13. 13NOVNov Inc
    % port
    1.2%
    +0.2pp vs prior Qnow 1.8%
  14. 14TEXTerex Corp
    % port
    1.2%
    +0.1pp vs prior Qnow 0.0%
  15. 15LEN/BLennar Corp - B Shs
    % port
    0.7%
    now 0.5%
  16. 16VBILVanguard 0-3m T-bill Etf
    % port
    0.6%
    now 1.5%

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.