Greenhaven Associates Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Greenhaven Associates Inc. reported 25 stock positions worth $6.7 billion. Its top holding was Citigroup (C) at 20.5% of the portfolio, followed by General Motors Co (GM) (17.3%) and Lennar Class A (LEN, 15.6%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 7 and reduced 9. The biggest buy was Oshkosh (OSK, shares +0%) and the biggest sale General Motors Co (GM) (shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $6.7B (Q2 2025)
- SEC Filing
- 0001213900-25-061983 ↗ filed Jul 8, 2025
Holdings Value
Holdings 25 stocks · $6.7B
| C Citigroup Inc. | 20.48% | 16,175,563 | $1.4B | Reduce -2.9% |
| General Motors Co (GM) | 17.32% | 23,654,358 | $1.2B | Reduce -0.5% |
| LEN Lennar Corp. Class A | 15.62% | 9,493,585 | $1.1B | Add +0.6% |
| TOL Toll Brothers Inc. | 9.51% | 5,601,916 | $639.3M | Add +0.7% |
| PHM Pultegroup Inc. | 8.76% | 5,580,428 | $588.5M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 7.06% | 3,681,063 | $474.6M | Add +0.2% |
| OSK Oshkosh Corp. | 4.31% | 2,554,406 | $290.0M | Add +0.0% |
| ARW Arrow Electronics Inc. | 3.63% | 1,912,699 | $243.7M | Reduce -0.1% |
| MRP Millrose Properties | 3.35% | 7,887,516 | $224.9M | Reduce -0.0% |
| AVT Avnet Inc. | 3.13% | 3,962,937 | $210.4M | Reduce -0.1% |
| LEA Lear Corp. | 2.60% | 1,841,647 | $174.9M | Reduce -0.1% |
| MTH Meritage Homes Corp. | 1.49% | 1,491,955 | $99.9M | Add +4.0% |
| TEX Terex Corp. | 1.04% | 1,499,933 | $70.0M | Reduce -0.2% |
| NOV Nov Inc. | 0.92% | 4,982,516 | $61.9M | Add +21.1% |
| LEN.B Lennar Corp. Class B | 0.57% | 364,059 | $38.3M | No change |
| ICLR Icon PLC | 0.04% | 17,633 | $2.6M | New |
| CRH CRH PLC | 0.04% | 26,937 | $2.5M | No change |
| SCHW Schwab (charles) Corp. | 0.03% | 20,000 | $1.8M | No change |
| GS Goldman Sachs Group Inc. | 0.03% | 2,500 | $1.8M | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 5,000 | $1.4M | No change |
| MS Morgan Stanley | 0.02% | 10,000 | $1.4M | No change |
| A Agilent Technologies Inc. | 0.02% | 10,700 | $1.3M | No change |
| G Genpact Ltd. | 0.01% | 11,018 | $485K | Reduce -92.5% |
| UNP Union Pacific Corp. | 0.01% | 2,032 | $468K | No change |
| STLA Stellantis NV | 0.01% | 36,000 | $361K | Add +20.0% |
Portfolio Sells Q1 2025 → Q2 2025
| General Motors Co (GM) | Reduce -0.5% | 17.32% | −0.45 |
| PHM Pultegroup Inc. | Reduce -0.1% | 8.76% | −0.37 |
| G Genpact Ltd. | Reduce -92.5% | 0.01% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.01 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.00 |
| LEA Lear Corp. | Reduce -0.1% | 2.60% | +0.02 |
| MRP Millrose Properties | Reduce -0.0% | 3.35% | +0.02 |
| AVT Avnet Inc. | Reduce -0.1% | 3.13% | +0.10 |
| TEX Terex Corp. | Reduce -0.2% | 1.04% | +0.14 |
| ARW Arrow Electronics Inc. | Reduce -0.1% | 3.63% | +0.47 |
| C Citigroup Inc. | Reduce -2.9% | 20.48% | +1.69 |
Portfolio Buys Q1 2025 → Q2 2025
| OSK Oshkosh Corp. | Add +0.0% | 4.31% | +0.50 |
| TOL Toll Brothers Inc. | Add +0.7% | 9.51% | +0.18 |
| ICLR Icon PLC | New | 0.04% | +0.04 |
| STLA Stellantis NV | Add +20.0% | 0.01% | 0.00 |
| NOV Nov Inc. | Add +21.1% | 0.92% | −0.07 |
| MTH Meritage Homes Corp. | Add +4.0% | 1.49% | −0.13 |
| DHI D.R. Horton Inc. | Add +0.2% | 7.06% | −0.36 |
| LEN Lennar Corp. Class A | Add +0.6% | 15.62% | −1.59 |
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 |