Greenhaven Associates Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Greenhaven Associates Inc. reported 24 stock positions worth $6.8 billion. Its top holding was General Motors Co (GM) at 18.7% of the portfolio, followed by Lennar Class A (LEN, 18.5%) and Citigroup (C, 17.6%). Compared with Q3 2024, it added to 8 and reduced 9. The biggest buy was Oshkosh (OSK, shares +1%) and the biggest sale CRH (CRH, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $6.8B (Q4 2024)
- SEC Filing
- 0001213900-25-004393 ↗ filed Jan 17, 2025
Holdings Value
Holdings 24 stocks · $6.8B
| General Motors Co (GM) | 18.69% | 23,723,444 | $1.3B | Reduce -0.5% |
| LEN Lennar Corp. Class A | 18.49% | 9,164,735 | $1.2B | Add +0.8% |
| C Citigroup Inc. | 17.57% | 16,870,765 | $1.2B | Reduce -0.1% |
| TOL Toll Brothers Inc. | 10.32% | 5,536,503 | $697.3M | Reduce -0.1% |
| PHM Pultegroup Inc. | 9.00% | 5,584,228 | $608.1M | Reduce -0.2% |
| DHI D.R. Horton Inc. | 7.59% | 3,671,563 | $513.4M | Add +0.0% |
| OSK Oshkosh Corp. | 3.59% | 2,552,106 | $242.6M | Add +0.6% |
| ARW Arrow Electronics Inc. | 3.19% | 1,904,857 | $215.5M | Add +1.1% |
| AVT Avnet Inc. | 3.07% | 3,962,837 | $207.3M | Add +1.0% |
| LEA Lear Corp. | 2.58% | 1,842,247 | $174.5M | Add +1.2% |
| MTH Meritage Homes Corp. | 1.68% | 739,013 | $113.7M | Reduce -0.7% |
| TEX Terex Corp. | 1.03% | 1,503,133 | $69.5M | Add +0.2% |
| CRH CRH PLC | 0.86% | 631,793 | $58.5M | Reduce -94.3% |
| G Genpact Ltd. | 0.78% | 1,230,338 | $52.8M | Reduce -1.1% |
| LEN.B Lennar Corp. Class B | 0.71% | 364,059 | $48.1M | Reduce -0.1% |
| NOV Nov Inc. | 0.71% | 3,291,042 | $48.0M | Add +61.7% |
| IP International Paper Co. | 0.03% | 35,288 | $1.9M | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 20,000 | $1.5M | No change |
| A Agilent Technologies Inc. | 0.02% | 10,700 | $1.4M | No change |
| GS Goldman Sachs Group Inc. | 0.02% | 2,500 | $1.4M | Reduce -72.3% |
| MS Morgan Stanley | 0.02% | 10,000 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 5,000 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.01% | 2,032 | $463K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 1,001 | $454K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CRH CRH PLC | Reduce -94.3% | 0.86% | −11.27 |
| PHM Pultegroup Inc. | Reduce -0.2% | 9.00% | −0.42 |
| MTH Meritage Homes Corp. | Reduce -0.7% | 1.68% | −0.11 |
| GS Goldman Sachs Group Inc. | Reduce -72.3% | 0.02% | −0.03 |
| LEN.B Lennar Corp. Class B | Reduce -0.1% | 0.71% | −0.03 |
| G Genpact Ltd. | Reduce -1.1% | 0.78% | +0.21 |
| TOL Toll Brothers Inc. | Reduce -0.1% | 10.32% | +0.28 |
| C Citigroup Inc. | Reduce -0.1% | 17.57% | +5.17 |
| General Motors Co (GM) | Reduce -0.5% | 18.69% | +6.16 |
Portfolio Buys Q3 2024 → Q4 2024
| OSK Oshkosh Corp. | Add +0.6% | 3.59% | +0.61 |
| AVT Avnet Inc. | Add +1.0% | 3.07% | +0.57 |
| NOV Nov Inc. | Add +61.7% | 0.71% | +0.33 |
| ARW Arrow Electronics Inc. | Add +1.1% | 3.19% | +0.25 |
| LEA Lear Corp. | Add +1.2% | 2.58% | +0.25 |
| TEX Terex Corp. | Add +0.2% | 1.03% | +0.10 |
| DHI D.R. Horton Inc. | Add +0.0% | 7.59% | −0.62 |
| LEN Lennar Corp. Class A | Add +0.8% | 18.49% | −1.49 |
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 |