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
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
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
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
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
≡ PHM - PulteGroup Inc. Add 0.06% 3,100 0.01
≡ AVT - Avnet Inc. Add 0.06% 2,400 0.00
≡ OSK - Oshkosh Corp. Add 0.06% 1,500 0.00
≡ MRP - Millrose Properties Buy 7,888,017 3.32
≡ STLA - Stellantis N.V. Buy 30,000 0.01
≡ RHI - Robert Half International Buy 3,800 0.00
Q4  2024
≡ NOV - Nov Inc. Add 61.69% 1,255,666 0.27
≡ LEA - Lear Corp. Add 1.24% 22,601 0.03
≡ ARW - Arrow Electronics Add 1.09% 20,484 0.03
≡ AVT - Avnet Inc. Add 0.97% 38,185 0.03
≡ LEN - Lennar Corp. Add 0.85% 77,549 0.16
≡ OSK - Oshkosh Corp. Add 0.62% 15,622 0.02
≡ TEX - Terex Corp. Add 0.22% 3,290 0.00
≡ DHI - D.R. Horton Add 0.00% 58 0.00
Q3  2024
≡ NOV - Nov Inc. Add 13.14% 236,400 0.04
≡ GM - General Motors Add 2.42% 564,198 0.30
≡ C - Citigroup Inc. Add 1.46% 242,545 0.18
≡ LEN - Lennar Corp. Add 1.28% 114,654 0.25
≡ OSK - Oshkosh Corp. Add 0.77% 19,442 0.02
≡ CRH - CRH plc Add 0.32% 35,209 0.04
≡ PHM - PulteGroup Inc. Add 0.30% 16,871 0.03
≡ G - Genpact Ltd. Add 0.24% 3,038 0.00
≡ LEA - Lear Corp. Add 0.15% 2,766 0.00
≡ ARW - Arrow Electronics Add 0.08% 1,493 0.00
≡ AVT - Avnet Inc. Add 0.06% 2,314 0.00
≡ DHI - D.R. Horton Add 0.04% 1,612 0.00
≡ TEX - Terex Corp. Add 0.01% 172 0.00
Q2  2024
≡ G - Genpact Ltd. Add 14.08% 153,140 0.06
≡ DHI - D.R. Horton Add 2.28% 81,900 0.15
≡ C - Citigroup Inc. Add 2.14% 349,086 0.29
≡ ARW - Arrow Electronics Add 1.73% 32,052 0.05
≡ AVT - Avnet Inc. Add 1.65% 63,801 0.04
≡ TEX - Terex Corp. Add 1.58% 23,371 0.02
≡ OSK - Oshkosh Corp. Add 1.49% 36,953 0.05
≡ LEA - Lear Corp. Add 0.99% 17,820 0.03
≡ TOL - Toll Brothers Add 0.96% 52,893 0.08
≡ CRH - CRH plc Add 0.83% 91,267 0.09
≡ GM - General Motors Add 0.49% 112,500 0.07
≡ LEN - Lennar Corp. Add 0.44% 39,075 0.08
Q1  2024
≡ G - Genpact Ltd. Add 259.19% 784,830 0.24
≡ NOV - Nov Inc. Add 13.11% 208,576 0.04
≡ IP - International Paper Add 3.36% 329,990 0.12
≡ TEX - Terex Corp. Add 1.35% 19,600 0.01
≡ ARW - Arrow Electronics Add 1.33% 24,300 0.03
≡ DHI - D.R. Horton Add 1.13% 40,045 0.06
≡ C - Citigroup Inc. Add 1.11% 178,455 0.10
≡ AVT - Avnet Inc. Add 0.62% 23,738 0.01
≡ GM - General Motors Add 0.50% 115,900 0.05
≡ OSK - Oshkosh Corp. Add 0.42% 10,300 0.01
≡ LEA - Lear Corp. Add 0.35% 6,200 0.01
≡ MTH - Meritage Homes Corp. Add 0.01% 228 0.00
Q4  2023
≡ TEX - Terex Corp. Add 101.48% 733,690 0.45
≡ C - Citigroup Inc. Add 22.40% 2,948,512 1.62
≡ ARW - Arrow Electronics Add 3.95% 69,400 0.09
≡ GM - General Motors Add 3.68% 818,270 0.31
≡ NOV - Nov Inc. Add 1.82% 28,500 0.01
≡ AVT - Avnet Inc. Add 1.66% 62,710 0.03