Greenhaven Associates Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Greenhaven Associates Inc. reported 27 stock positions worth $10.9 billion. Its top holding was Lennar Class A (LEN) at 14.1% of the portfolio, followed by General Motors Co (GM) (9.7%) and Citigroup (C, 9.5%). Compared with Q4 2023, it added to 12 and reduced 8. The biggest buy was General Motors Co (GM) (shares +1%) and the biggest sale Goldman Sachs (GS, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $10.9B (Q1 2024)
- SEC Filing
- 0001213900-24-036426 ↗ filed Apr 26, 2024
Holdings Value
Holdings 27 stocks · $10.9B
| LEN Lennar Corp. Class A | 14.15% | 8,933,457 | $1.5B | Reduce -1.2% |
| General Motors Co (GM) | 9.67% | 23,154,158 | $1.1B | Add +0.5% |
| C Citigroup Inc. | 9.49% | 16,291,760 | $1.0B | Add +1.1% |
| GS Goldman Sachs Group Inc. | 8.83% | 2,296,177 | $959.1M | Reduce -1.5% |
| CRH CRH PLC | 8.76% | 11,028,797 | $951.3M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 8.53% | 4,626,384 | $926.7M | Reduce -2.1% |
| TOL Toll Brothers Inc. | 6.57% | 5,512,894 | $713.2M | Reduce -0.6% |
| PHM Pultegroup Inc. | 6.30% | 5,670,818 | $684.0M | Reduce -1.0% |
| WRK Westrock Co. | 5.76% | 12,644,411 | $625.3M | Reduce -5.7% |
| DHI D.R. Horton Inc. | 5.44% | 3,587,993 | $590.4M | Add +1.1% |
| IP International Paper Co. | 3.65% | 10,165,385 | $396.7M | Add +3.4% |
| OSK Oshkosh Corp. | 2.85% | 2,480,089 | $309.3M | Add +0.4% |
| LEA Lear Corp. | 2.40% | 1,799,060 | $260.6M | Add +0.3% |
| ARW Arrow Electronics Inc. | 2.21% | 1,850,828 | $239.6M | Add +1.3% |
| AVT Avnet Inc. | 1.76% | 3,858,537 | $191.3M | Add +0.6% |
| MTH Meritage Homes Corp. | 1.34% | 826,905 | $145.1M | Add +0.0% |
| TEX Terex Corp. | 0.88% | 1,476,300 | $95.1M | Add +1.4% |
| LEN.B Lennar Corp. Class B | 0.73% | 516,800 | $79.7M | Reduce -9.2% |
| G Genpact Ltd. | 0.33% | 1,087,635 | $35.8M | Add +259.2% |
| NOV Nov Inc. | 0.32% | 1,798,976 | $35.1M | Add +13.1% |
| A Agilent Technologies Inc. | 0.01% | 10,700 | $1.6M | No change |
| SCHW Schwab (charles) Corp. | 0.01% | 20,000 | $1.4M | No change |
| MS Morgan Stanley | 0.01% | 10,000 | $942K | No change |
| UNP Union Pacific Corp. | 0.00% | 2,032 | $500K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.00% | 1,001 | $421K | No change |
| FTI Technipfmc PLC | 0.00% | 15,500 | $389K | No change |
| MMM 3M Co. | 0.00% | 2,368 | $251K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| GS Goldman Sachs Group Inc. | Reduce -1.5% | 8.83% | −0.75 |
| LEN Lennar Corp. Class A | Reduce -1.2% | 14.15% | −0.22 |
| WRK Westrock Co. | Reduce -5.7% | 5.76% | −0.18 |
| LEN.B Lennar Corp. Class B | Reduce -9.2% | 0.73% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 8.53% | −0.03 |
| PHM Pultegroup Inc. | Reduce -1.0% | 6.30% | −0.00 |
| TOL Toll Brothers Inc. | Reduce -0.6% | 6.57% | +0.49 |
| CRH CRH PLC | Reduce -1.0% | 8.76% | +0.54 |
Portfolio Buys Q4 2023 → Q1 2024
| General Motors Co (GM) | Add +0.5% | 9.67% | +0.85 |
| C Citigroup Inc. | Add +1.1% | 9.49% | +0.65 |
| G Genpact Ltd. | Add +259.2% | 0.33% | +0.22 |
| OSK Oshkosh Corp. | Add +0.4% | 2.85% | −0.01 |
| TEX Terex Corp. | Add +1.4% | 0.88% | −0.02 |
| NOV Nov Inc. | Add +13.1% | 0.32% | −0.02 |
| IP International Paper Co. | Add +3.4% | 3.65% | −0.14 |
| ARW Arrow Electronics Inc. | Add +1.3% | 2.21% | −0.17 |
| MTH Meritage Homes Corp. | Add +0.0% | 1.34% | −0.20 |
| AVT Avnet Inc. | Add +0.6% | 1.76% | −0.30 |
| LEA Lear Corp. | Add +0.3% | 2.40% | −0.30 |
| DHI D.R. Horton Inc. | Add +1.1% | 5.44% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $8.7B | LEN, General Motors Co (GM), TOL, BDX, PHM |
| Q1 2026 | 27 | $6.1B | General Motors Co (GM), LEN, TOL, PHM, DHI |
| Q4 2025 | 30 | $6.2B | General Motors Co (GM), LEN, TOL, PHM, DHI |
| Q3 2025 | 27 | $6.6B | General Motors Co (GM), LEN, TOL, PHM, DHI |
| Q2 2025 | 25 | $6.7B | C, General Motors Co (GM), LEN, TOL, PHM |
| Q1 2025 | 26 | $6.3B | C, General Motors Co (GM), LEN, TOL, PHM |
| Q4 2024 | 24 | $6.8B | General Motors Co (GM), LEN, C, TOL, PHM |
| Q3 2024 | 24 | $8.5B | LEN, General Motors Co (GM), C, CRH, TOL |
| Q2 2024 | 25 | $7.6B | LEN, General Motors Co (GM), C, CRH, TOL |
| Q1 2024 | 27 | $10.9B | LEN, General Motors Co (GM), C, GS, CRH |