Greenhaven Associates
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q1 2026 | ≡ | ICLR - ICON plc | Add 11412.08% | 1,985,017 | 3.62 | ≡ | TMHC - Taylor Morrison Home Corp. | Add 469.70% | 223,108 | 0.21 | ≡ | VBIL - Vanguard 0 3m T Bill ETF | Add 54.83% | 423,700 | 0.53 | ≡ | BAX - Baxter International Inc. | Add 33.80% | 3,614,465 | 1.00 | ≡ | AVTR - Avantor Inc. | Add 10.21% | 2,093,185 | 0.27 | ≡ | LEN - Lennar Corp. | Add 5.33% | 537,984 | 0.77 | ≡ | STLA - Stellantis N.V. | Add 2.78% | 1,000 | 0.00 | ≡ | TOL - Toll Brothers | Add 0.75% | 42,122 | 0.09 | ≡ | OSK - Oshkosh Corp. | Add 0.39% | 9,709 | 0.02 | ≡ | NOV - Nov Inc. | Add 0.11% | 6,200 | 0.00 | ≡ | SLB - Schlumberger Ltd. | Add 0.08% | 3,750 | 0.00 | ≡ | DNOW - NOW Inc. | Buy | 824,487 | 0.16 | ≡ | AVT - Avnet Inc. | Reduce 0.21% | 8,354 | 0.01 | ≡ | ARW - Arrow Electronics | Reduce 0.22% | 4,111 | 0.01 | ≡ | DHI - D.R. Horton | Reduce 0.49% | 17,226 | 0.04 | ≡ | PHM - PulteGroup Inc. | Reduce 0.67% | 37,319 | 0.07 | ≡ | MTH - Meritage Homes Corp. | Reduce 0.72% | 10,491 | 0.01 | ≡ | LEA - Lear Corp. | Reduce 4.43% | 78,669 | 0.16 | ≡ | CRH - CRH plc | Reduce 12.50% | 2,500 | 0.00 | ≡ | GM - General Motors | Reduce 17.48% | 2,652,822 | 3.26 | ≡ | TEX - Terex Corp. | Reduce 43.76% | 8,500 | 0.01 | ≡ | MRP - Millrose Properties | Sell 100.00% | 4,596,584 | 2.23 | ≡ | TFX - Teleflex | Sell 100.00% | 122,079 | 0.24 | ≡ | C - Citigroup Inc. | Sell 100.00% | 33,260 | 0.06 | ≡ | RHI - Robert Half International | Sell 100.00% | 104,700 | 0.05 |
| Q4 2025 | ≡ | BAX - Baxter International Inc. | Add 70.05% | 4,404,874 | 1.36 | ≡ | VBIL - Vanguard 0 3m T Bill ETF | Add 54.55% | 272,725 | 0.33 | ≡ | AVTR - Avantor Inc. | Add 11.95% | 2,189,083 | 0.41 | ≡ | LEN - Lennar Corp. | Add 4.57% | 440,753 | 0.73 | ≡ | MTH - Meritage Homes Corp. | Add 0.85% | 12,386 | 0.01 | ≡ | TOL - Toll Brothers | Add 0.40% | 22,218 | 0.05 | ≡ | ARW - Arrow Electronics | Add 0.08% | 1,572 | 0.00 | ≡ | SLB - Schlumberger Ltd. | Buy | 4,660,827 | 2.90 | ≡ | TFX - Teleflex | Buy | 122,079 | 0.24 | ≡ | RHI - Robert Half International | Buy | 104,700 | 0.05 | ≡ | TMHC - Taylor Morrison Home Corp. | Buy | 47,500 | 0.05 | ≡ | AVT - Avnet Inc. | Reduce 0.00% | 71 | 0.00 | ≡ | NOV - Nov Inc. | Reduce 0.04% | 2,544 | 0.00 | ≡ | ICLR - ICON plc | Reduce 0.09% | 15 | 0.00 | ≡ | MRP - Millrose Properties | Reduce 0.10% | 4,689 | 0.00 | ≡ | OSK - Oshkosh Corp. | Reduce 0.21% | 5,310 | 0.01 | ≡ | PHM - PulteGroup Inc. | Reduce 0.64% | 35,400 | 0.07 | ≡ | LEA - Lear Corp. | Reduce 1.10% | 19,786 | 0.04 | ≡ | DHI - D.R. Horton | Reduce 4.22% | 153,617 | 0.36 | ≡ | SCHW - Charles Schwab Corp. | Reduce 16.67% | 2,500 | 0.00 | ≡ | CRH - CRH plc | Reduce 20.00% | 5,000 | 0.01 | ≡ | GM - General Motors | Reduce 34.19% | 7,885,401 | 10.40 | ≡ | C - Citigroup Inc. | Reduce 60.06% | 50,013 | 0.09 | ≡ | TEX - Terex Corp. | Reduce 98.69% | 1,458,311 | 1.50 | ≡ | GS - Goldman Sachs Group | Sell 100.00% | 1,000 | 0.01 |
| Q3 2025 | ≡ | NOV - Nov Inc. | Add 15.36% | 765,166 | 0.15 | ≡ | LEN - Lennar Corp. | Add 1.68% | 159,809 | 0.31 | ≡ | AVTR - Avantor Inc. | Buy | 18,311,570 | 3.48 | ≡ | BAX - Baxter International Inc. | Buy | 6,288,349 | 2.18 | ≡ | VBIL - Vanguard 0 3m T Bill ETF | Buy | 500,000 | 0.57 | ≡ | PHM - PulteGroup Inc. | Reduce 0.19% | 10,600 | 0.02 | ≡ | TOL - Toll Brothers | Reduce 0.37% | 20,947 | 0.04 | ≡ | ARW - Arrow Electronics | Reduce 0.75% | 14,300 | 0.03 | ≡ | AVT - Avnet Inc. | Reduce 0.86% | 34,000 | 0.03 | ≡ | OSK - Oshkosh Corp. | Reduce 1.09% | 27,800 | 0.05 | ≡ | DHI - D.R. Horton | Reduce 1.18% | 43,300 | 0.11 | ≡ | ICLR - ICON plc | Reduce 1.27% | 224 | 0.00 | ≡ | TEX - Terex Corp. | Reduce 1.48% | 22,200 | 0.02 | ≡ | GM - General Motors | Reduce 2.49% | 590,000 | 0.55 | ≡ | LEA - Lear Corp. | Reduce 2.49% | 45,823 | 0.07 | ≡ | MTH - Meritage Homes Corp. | Reduce 2.61% | 39,001 | 0.04 | ≡ | CRH - CRH plc | Reduce 7.19% | 1,937 | 0.00 | ≡ | G - Genpact Ltd. | Reduce 9.24% | 1,018 | 0.00 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 20.00% | 1,000 | 0.01 | ≡ | SCHW - Charles Schwab Corp. | Reduce 25.00% | 5,000 | 0.01 | ≡ | MRP - Millrose Properties | Reduce 41.66% | 3,286,243 | 1.68 | ≡ | GS - Goldman Sachs Group | Reduce 60.00% | 1,500 | 0.02 | ≡ | C - Citigroup Inc. | Reduce 99.49% | 16,092,290 | 25.12 | ≡ | MS - Morgan Stanley | Sell 100.00% | 10,000 | 0.02 |
| Q2 2025 | ≡ | NOV - Nov Inc. | Add 21.11% | 868,359 | 0.16 | ≡ | STLA - Stellantis N.V. | Add 20.00% | 6,000 | 0.00 | ≡ | MTH - Meritage Homes Corp. | Add 4.01% | 57,587 | 0.06 | ≡ | TOL - Toll Brothers | Add 0.71% | 39,334 | 0.07 | ≡ | LEN - Lennar Corp. | Add 0.57% | 53,630 | 0.09 | ≡ | DHI - D.R. Horton | Add 0.17% | 6,300 | 0.01 | ≡ | OSK - Oshkosh Corp. | Add 0.03% | 800 | 0.00 | ≡ | ICLR - ICON plc | Buy | 17,633 | 0.04 | ≡ | MRP - Millrose Properties | Reduce 0.01% | 501 | 0.00 | ≡ | ARW - Arrow Electronics | Reduce 0.06% | 1,058 | 0.00 | ≡ | AVT - Avnet Inc. | Reduce 0.06% | 2,300 | 0.00 | ≡ | LEA - Lear Corp. | Reduce 0.10% | 1,800 | 0.00 | ≡ | PHM - PulteGroup Inc. | Reduce 0.12% | 6,900 | 0.01 | ≡ | TEX - Terex Corp. | Reduce 0.21% | 3,200 | 0.00 | ≡ | GM - General Motors | Reduce 0.53% | 125,702 | 0.09 | ≡ | C - Citigroup Inc. | Reduce 2.94% | 490,280 | 0.62 | ≡ | G - Genpact Ltd. | Reduce 92.49% | 135,660 | 0.12 | ≡ | BRK.B - Berkshire Hathaway CL B | Sell 100.00% | 1,001 | 0.01 | ≡ | RHI - Robert Half International | Sell 100.00% | 3,800 | 0.00 |
| Q1 2025 | ≡ | NOV - Nov Inc. | Add 25.01% | 823,115 | 0.20 | ≡ | LEN - Lennar Corp. | Add 3.00% | 275,220 | 0.50 | ≡ | TOL - Toll Brothers | Add 0.47% | 26,079 | 0.04 | ≡ | ARW - Arrow Electronics | Add 0.47% | 8,900 | 0.01 | ≡ | GM - General Motors | Add 0.24% | 56,616 | 0.04 | ≡ | DHI - D.R. Horton | Add 0.09% | 3,200 | 0.01 | ≡ | LEA - Lear Corp. | Add 0.07% | 1,200 | 0.00 |