Greenhaven Associates Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 2, 2024), Greenhaven Associates Inc. reported 24 stock positions worth $8.5 billion. Its top holding was Lennar Class A (LEN) at 20.0% of the portfolio, followed by General Motors Co (GM) (12.5%) and Citigroup (C, 12.4%). Compared with Q2 2024, it sold out of 1, added to 13 and reduced 6. The biggest buy was Lennar Class A (LEN, shares +1%) and the biggest sale International Paper (IP, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $8.5B (Q3 2024)
- SEC Filing
- 0001213900-24-084495 ↗ filed Oct 2, 2024
Holdings Value
Holdings 24 stocks · $8.5B
| LEN Lennar Corp. Class A | 19.98% | 9,087,186 | $1.7B | Add +1.3% |
| General Motors Co (GM) | 12.53% | 23,830,856 | $1.1B | Add +2.4% |
| C Citigroup Inc. | 12.39% | 16,883,391 | $1.1B | Add +1.5% |
| CRH CRH PLC | 12.13% | 11,155,273 | $1.0B | Add +0.3% |
| TOL Toll Brothers Inc. | 10.04% | 5,542,130 | $856.2M | Reduce -0.4% |
| PHM Pultegroup Inc. | 9.41% | 5,593,179 | $802.8M | Add +0.3% |
| DHI D.R. Horton Inc. | 8.21% | 3,671,505 | $700.4M | Add +0.0% |
| OSK Oshkosh Corp. | 2.98% | 2,536,484 | $254.2M | Add +0.8% |
| ARW Arrow Electronics Inc. | 2.94% | 1,884,373 | $250.3M | Add +0.1% |
| AVT Avnet Inc. | 2.50% | 3,924,652 | $213.1M | Add +0.1% |
| LEA Lear Corp. | 2.33% | 1,819,646 | $198.6M | Add +0.1% |
| MTH Meritage Homes Corp. | 1.79% | 744,363 | $152.6M | Reduce -3.6% |
| TEX Terex Corp. | 0.93% | 1,499,843 | $79.4M | Add +0.0% |
| LEN.B Lennar Corp. Class B | 0.74% | 364,331 | $63.0M | Reduce -24.5% |
| G Genpact Ltd. | 0.57% | 1,243,813 | $48.8M | Add +0.2% |
| NOV Nov Inc. | 0.38% | 2,035,376 | $32.5M | Add +13.1% |
| GS Goldman Sachs Group Inc. | 0.05% | 9,040 | $4.5M | Reduce -84.2% |
| IP International Paper Co. | 0.02% | 35,288 | $1.7M | Reduce -99.3% |
| A Agilent Technologies Inc. | 0.02% | 10,700 | $1.6M | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 20,000 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 5,000 | $1.1M | Reduce -33.3% |
| MS Morgan Stanley | 0.01% | 10,000 | $1.0M | No change |
| UNP Union Pacific Corp. | 0.01% | 2,032 | $501K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 1,001 | $461K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| IP International Paper Co. | Reduce -99.3% | 0.02% | −3.04 |
| GS Goldman Sachs Group Inc. | Reduce -84.2% | 0.05% | −0.29 |
| LEN.B Lennar Corp. Class B | Reduce -24.5% | 0.74% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -33.3% | 0.01% | −0.01 |
| MMM 3M Co. | Sold out | 0.00% | −0.00 |
| MTH Meritage Homes Corp. | Reduce -3.6% | 1.79% | +0.15 |
| TOL Toll Brothers Inc. | Reduce -0.4% | 10.04% | +1.62 |
Portfolio Buys Q2 2024 → Q3 2024
| LEN Lennar Corp. Class A | Add +1.3% | 19.98% | +2.31 |
| DHI D.R. Horton Inc. | Add +0.0% | 8.21% | +1.42 |
| PHM Pultegroup Inc. | Add +0.3% | 9.41% | +1.35 |
| CRH CRH PLC | Add +0.3% | 12.13% | +1.18 |
| G Genpact Ltd. | Add +0.2% | 0.57% | +0.05 |
| ARW Arrow Electronics Inc. | Add +0.1% | 2.94% | −0.05 |
| NOV Nov Inc. | Add +13.1% | 0.38% | −0.07 |
| TEX Terex Corp. | Add +0.0% | 0.93% | −0.15 |
| AVT Avnet Inc. | Add +0.1% | 2.50% | −0.15 |
| LEA Lear Corp. | Add +0.1% | 2.33% | −0.40 |
| OSK Oshkosh Corp. | Add +0.8% | 2.98% | −0.60 |
| C Citigroup Inc. | Add +1.5% | 12.39% | −1.48 |
| General Motors Co (GM) | Add +2.4% | 12.53% | −1.67 |
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 |