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Greenhaven Associates's 2025Q4 portfolio

Greenhaven Associates (Greenhaven Associates) held 17 positions as of Dec 31, 2025, 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 2025Q4but 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 Dec 31, 2025 (17)

  1. 1(cusip)General Motors CO (gm)
    % port
    20.0%
    -1.4pp vs prior Qnow 15.4%
  2. 2LENLennar Corp-a
    % port
    16.8%
    -1.7pp vs prior Qnow 15.2%
  3. 3TOLToll Brothers Inc
    % port
    12.3%
    +0.6pp vs prior Qnow 12.7%
  4. 4PHMPultegroup Inc
    % port
    10.5%
    -0.7pp vs prior Qnow 10.6%
  5. 5DHIDR Horton Inc
    % port
    8.1%
    -1.2pp vs prior Qnow 7.8%
  6. 6OSKOshkosh Corp
    % port
    5.1%
    +0.2pp vs prior Qnow 6.1%
  7. 7AVTRAvantor Inc
    % port
    3.8%
    +0.3pp vs prior Qnow 2.9%
  8. 8ARWArrow Electronics Inc
    % port
    3.4%
    -0.1pp vs prior Qnow 4.5%
  9. 9BAXBaxter International Inc
    % port
    3.3%
    +1.1pp vs prior Qnow 4.0%
  10. 10LEALear Corp
    % port
    3.3%
    +0.6pp vs prior Q
  11. 11AVTAvnet Inc
    % port
    3.1%
    now 4.0%
  12. 12SLBSlb Ltd
    % port
    2.9%
    now 3.9%
  13. 13MTHMeritage Homes Corp
    % port
    1.6%
  14. 14NOVNov Inc
    % port
    1.5%
    +0.3pp vs prior Qnow 1.8%
  15. 15VBILVanguard 0-3m T-bill Etf
    % port
    0.9%
    +0.4pp vs prior Qnow 1.5%
  16. 16LEN/BLennar Corp - B Shs
    % port
    0.6%
    -0.1pp vs prior Q
  17. 17ICLRIcon Plc (iclr)
    % port
    0.1%
    now 3.6%

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.