Greenhaven Associates Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Greenhaven Associates Inc. reported 25 stock positions worth $7.6 billion. Its top holding was Lennar Class A (LEN) at 17.7% of the portfolio, followed by General Motors Co (GM) (14.2%) and Citigroup (C, 13.9%). Compared with Q1 2024, it sold out of 2, added to 12 and reduced 6. The biggest buy was General Motors Co (GM) (shares +0%) and the biggest sale JPMorgan Chase (JPM, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $7.6B (Q2 2024)
- SEC Filing
- 0001213900-24-061218 ↗ filed Jul 15, 2024
Holdings Value
Holdings 25 stocks · $7.6B
| LEN Lennar Corp. Class A | 17.67% | 8,972,532 | $1.3B | Add +0.4% |
| General Motors Co (GM) | 14.20% | 23,266,658 | $1.1B | Add +0.5% |
| C Citigroup Inc. | 13.87% | 16,640,846 | $1.1B | Add +2.1% |
| CRH CRH PLC | 10.95% | 11,120,064 | $833.8M | Add +0.8% |
| TOL Toll Brothers Inc. | 8.42% | 5,565,787 | $641.1M | Add +1.0% |
| PHM Pultegroup Inc. | 8.07% | 5,576,308 | $614.0M | Reduce -1.7% |
| DHI D.R. Horton Inc. | 6.80% | 3,669,893 | $517.2M | Add +2.3% |
| OSK Oshkosh Corp. | 3.58% | 2,517,042 | $272.3M | Add +1.5% |
| IP International Paper Co. | 3.06% | 5,403,885 | $233.2M | Reduce -46.8% |
| ARW Arrow Electronics Inc. | 2.99% | 1,882,880 | $227.4M | Add +1.7% |
| LEA Lear Corp. | 2.73% | 1,816,880 | $207.5M | Add +1.0% |
| AVT Avnet Inc. | 2.65% | 3,922,338 | $202.0M | Add +1.6% |
| MTH Meritage Homes Corp. | 1.64% | 772,153 | $125.0M | Reduce -6.6% |
| TEX Terex Corp. | 1.08% | 1,499,671 | $82.2M | Add +1.6% |
| LEN.B Lennar Corp. Class B | 0.88% | 482,750 | $67.3M | Reduce -6.6% |
| G Genpact Ltd. | 0.52% | 1,240,775 | $39.9M | Add +14.1% |
| NOV Nov Inc. | 0.45% | 1,798,976 | $34.2M | No change |
| GS Goldman Sachs Group Inc. | 0.34% | 57,259 | $25.9M | Reduce -97.5% |
| JPM JPMorgan Chase & Co. | 0.02% | 7,500 | $1.5M | Reduce -99.8% |
| SCHW Schwab (charles) Corp. | 0.02% | 20,000 | $1.5M | No change |
| A Agilent Technologies Inc. | 0.02% | 10,700 | $1.4M | No change |
| MS Morgan Stanley | 0.01% | 10,000 | $972K | No change |
| UNP Union Pacific Corp. | 0.01% | 2,032 | $460K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 1,001 | $407K | No change |
| MMM 3M Co. | 0.00% | 2,368 | $242K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| JPM JPMorgan Chase & Co. | Reduce -99.8% | 0.02% | −8.51 |
| GS Goldman Sachs Group Inc. | Reduce -97.5% | 0.34% | −8.49 |
| WRK Westrock Co. | Sold out | 0.00% | −5.76 |
| IP International Paper Co. | Reduce -46.8% | 3.06% | −0.59 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.00 |
| LEN.B Lennar Corp. Class B | Reduce -6.6% | 0.88% | +0.15 |
| MTH Meritage Homes Corp. | Reduce -6.6% | 1.64% | +0.31 |
| PHM Pultegroup Inc. | Reduce -1.7% | 8.07% | +1.77 |
Portfolio Buys Q1 2024 → Q2 2024
| General Motors Co (GM) | Add +0.5% | 14.20% | +4.53 |
| C Citigroup Inc. | Add +2.1% | 13.87% | +4.39 |
| LEN Lennar Corp. Class A | Add +0.4% | 17.67% | +3.52 |
| CRH CRH PLC | Add +0.8% | 10.95% | +2.20 |
| TOL Toll Brothers Inc. | Add +1.0% | 8.42% | +1.86 |
| DHI D.R. Horton Inc. | Add +2.3% | 6.80% | +1.36 |
| AVT Avnet Inc. | Add +1.6% | 2.65% | +0.89 |
| ARW Arrow Electronics Inc. | Add +1.7% | 2.99% | +0.78 |
| OSK Oshkosh Corp. | Add +1.5% | 3.58% | +0.73 |
| LEA Lear Corp. | Add +1.0% | 2.73% | +0.33 |
| TEX Terex Corp. | Add +1.6% | 1.08% | +0.21 |
| G Genpact Ltd. | Add +14.1% | 0.52% | +0.19 |
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 |