Greenhaven Associates
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q1 2026 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | 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 | ≡ | C - Citigroup Inc. | Reduce 1.21% | 204,922 | 0.23 | ≡ | MTH - Meritage Homes Corp. | Reduce 2.95% | 43,658 | 0.05 | ≡ | G - Genpact Ltd. | Reduce 88.08% | 1,083,660 | 0.89 | ≡ | CRH - CRH plc | Reduce 95.74% | 604,856 | 0.90 | ≡ | IP - International Paper | Sell 100.00% | 35,288 | 0.03 |
| Q4 2024 | ≡ | C - Citigroup Inc. | Reduce 0.07% | 12,626 | 0.01 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 0.07% | 272 | 0.00 | ≡ | TOL - Toll Brothers | Reduce 0.10% | 5,627 | 0.01 | ≡ | PHM - PulteGroup Inc. | Reduce 0.16% | 8,951 | 0.01 | ≡ | GM - General Motors | Reduce 0.45% | 107,412 | 0.08 | ≡ | MTH - Meritage Homes Corp. | Reduce 0.72% | 10,700 | 0.01 | ≡ | G - Genpact Ltd. | Reduce 1.08% | 13,475 | 0.01 | ≡ | GS - Goldman Sachs Group | Reduce 72.35% | 6,540 | 0.05 | ≡ | CRH - CRH plc | Reduce 94.34% | 10,523,480 | 14.32 |
| Q3 2024 | ≡ | TOL - Toll Brothers | Reduce 0.43% | 23,657 | 0.04 | ≡ | MTH - Meritage Homes Corp. | Reduce 3.60% | 55,580 | 0.07 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 24.53% | 118,419 | 0.24 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 33.33% | 2,500 | 0.01 | ≡ | GS - Goldman Sachs Group | Reduce 84.21% | 48,219 | 0.27 | ≡ | IP - International Paper | Reduce 99.35% | 5,368,597 | 3.04 | ≡ | MMM - 3M Co. | Sell 100.00% | 2,368 | 0.00 |
| Q2 2024 | ≡ | PHM - PulteGroup Inc. | Reduce 1.67% | 94,510 | 0.14 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 6.59% | 34,050 | 0.06 | ≡ | MTH - Meritage Homes Corp. | Reduce 6.62% | 109,504 | 0.12 | ≡ | IP - International Paper | Reduce 46.84% | 4,761,500 | 2.70 | ≡ | GS - Goldman Sachs Group | Reduce 97.51% | 2,238,918 | 13.29 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 99.84% | 4,618,884 | 12.32 | ≡ | WRK-OLD - WestRock Co. | Sell 100.00% | 12,644,411 | 5.76 | ≡ | FTI - TechnipFMC plc | Sell 100.00% | 15,500 | 0.00 |
| Q1 2024 | ≡ | TOL - Toll Brothers | Reduce 0.58% | 32,093 | 0.04 | ≡ | PHM - PulteGroup Inc. | Reduce 0.97% | 55,550 | 0.06 | ≡ | CRH - CRH plc | Reduce 1.02% | 113,140 | 0.09 | ≡ | LEN - Lennar Corp. | Reduce 1.21% | 109,254 | 0.17 | ≡ | GS - Goldman Sachs Group | Reduce 1.47% | 34,300 | 0.13 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 2.06% | 97,120 | 0.18 | ≡ | WRK-OLD - WestRock Co. | Reduce 5.71% | 766,210 | 0.35 | ≡ | LEN.B - Lennar Corp. CL B | Reduce 9.24% | 52,609 | 0.07 |
| Q4 2023 | ≡ | GS - Goldman Sachs Group | Reduce 0.15% | 3,460 | 0.01 | ≡ | TOL - Toll Brothers | Reduce 0.16% | 8,920 | 0.01 | ≡ | WRK-OLD - WestRock Co. | Reduce 0.81% | 109,149 | 0.05 | ≡ | WHR - Whirlpool Corp. | Sell 100.00% | 1,585,070 | 2.75 | ≡ | GIL - Gildan Activewear Inc. | Sell 100.00% | 561,734 | 0.20 | ≡ | ALV - Autoliv Inc. | Sell 100.00% | 40,285 | 0.05 |