Greenhaven Associates

History Stock Activity Share change % change to portfolio ▼
Q2  2021
≡ SCHW - Charles Schwab Corp. Reduce 88.50% 1,110,460 2.39
≡ BRK.B - Berkshire Hathaway CL B Reduce 91.25% 271,147 2.19
≡ LEA - Lear Corp. Reduce 70.34% 361,011 1.85
≡ BG - Bunge Global SA Reduce 93.48% 580,900 1.29
≡ PHM - PulteGroup Inc. Sell 100.00% 1,008,744 1.20
≡ DHI - D.R. Horton Reduce 27.98% 301,499 0.80
≡ OC - Owens Corning Sell 100.00% 243,926 0.51
≡ TOL - Toll Brothers Reduce 3.96% 212,064 0.36
≡ WHR - Whirlpool Corp. Reduce 1.63% 45,360 0.29
≡ GS - Goldman Sachs Group Reduce 0.87% 23,270 0.26
≡ GM - General Motors Reduce 1.26% 132,730 0.23
≡ ALV - Autoliv Inc. Sell 100.00% 28,500 0.06
≡ MDC-OLD - M.D.C. Hldgs Reduce 32.71% 12,152 0.02
≡ LEN - Lennar Corp. Reduce 0.04% 2,735 0.01
≡ LEN.B - Lennar Corp. CL B Reduce 0.36% 1,646 0.00
Q1  2021
≡ GM - General Motors Reduce 42.62% 7,837,812 10.18
≡ DE - Deere & Co. Reduce 58.36% 834,815 7.06
≡ MS - Morgan Stanley Reduce 40.32% 3,846,281 6.75
≡ C - Citigroup Inc. Sell 100.00% 4,649,084 5.40
≡ DHI - D.R. Horton Reduce 67.51% 2,238,596 4.51
≡ F - Ford Motor Sell 100.00% 19,458,550 3.22
≡ GS - Goldman Sachs Group Reduce 12.97% 397,341 2.94
≡ LEN - Lennar Corp. Reduce 6.87% 518,620 1.19
≡ PHM - PulteGroup Inc. Reduce 47.16% 900,396 1.07
≡ ADNT - Adient plc Sell 100.00% 1,460,196 0.96
≡ CF - CF Industries Holdings Inc. Reduce 27.18% 923,700 0.95
≡ BG - Bunge Global SA Reduce 42.79% 464,761 0.83
≡ SCHW - Charles Schwab Corp. Reduce 28.16% 491,730 0.73
≡ BRK.B - Berkshire Hathaway CL B Reduce 24.85% 98,279 0.57
≡ OC - Owens Corning Reduce 43.99% 191,570 0.40
≡ PWR - Quanta Services Sell 100.00% 218,595 0.30
≡ ALV - Autoliv Inc. Reduce 59.11% 41,200 0.09
≡ FDX - FedEx Corp. Sell 100.00% 2,500 0.01
≡ TOL - Toll Brothers Reduce 0.04% 2,327 0.00
Q4  2020
≡ DE - Deere & Co. Reduce 29.11% 587,478 2.98
≡ SCHW - Charles Schwab Corp. Reduce 47.79% 1,598,523 1.59
≡ DHI - D.R. Horton Reduce 5.42% 190,131 0.25
≡ BRK.B - Berkshire Hathaway CL B Reduce 11.47% 51,230 0.22
≡ PWR - Quanta Services Reduce 33.76% 111,425 0.15
≡ ADNT - Adient plc Reduce 11.44% 188,590 0.12
≡ PHM - PulteGroup Inc. Reduce 6.69% 136,815 0.11
≡ LEN - Lennar Corp. Reduce 0.58% 43,683 0.06
≡ WHR - Whirlpool Corp. Reduce 0.34% 9,520 0.03
≡ OC - Owens Corning Reduce 4.82% 22,030 0.03
≡ LEA - Lear Corp. Reduce 0.33% 1,700 0.01
≡ LEN.B - Lennar Corp. CL B Reduce 1.70% 7,857 0.01
≡ MMM - 3M Co. Reduce 50.00% 2,500 0.01
≡ CF - CF Industries Holdings Inc. Reduce 0.06% 2,130 0.00
≡ BG - Bunge Global SA Reduce 0.37% 4,000 0.00
≡ ALV - Autoliv Inc. Reduce 3.86% 2,800 0.00
≡ AMTD - AMTD IDEA Group Sell 100.00% 1,724 0.00
Q3  2020
≡ DHI - D.R. Horton Reduce 55.99% 4,460,325 7.42
≡ LEN - Lennar Corp. Reduce 19.79% 1,872,369 3.36
≡ PHM - PulteGroup Inc. Reduce 61.03% 3,204,291 3.26
≡ FDX - FedEx Corp. Sell 100.00% 804,960 2.50
≡ MHK - Mohawk Industries Sell 100.00% 714,874 1.61
≡ KBH - KB Home Sell 100.00% 1,809,400 1.23
≡ F - Ford Motor Reduce 27.15% 7,142,579 1.04
≡ PWR - Quanta Services Reduce 60.38% 502,991 0.58
≡ OC - Owens Corning Reduce 45.16% 376,790 0.57
≡ JPM - JPMorgan Chase & Co. Reduce 97.81% 223,725 0.45
≡ DE - Deere & Co. Reduce 3.31% 69,060 0.34
≡ MS - Morgan Stanley Reduce 3.00% 285,100 0.30
≡ SCHW - Charles Schwab Corp. Reduce 8.70% 318,728 0.25
≡ MDC-OLD - M.D.C. Hldgs Reduce 81.78% 154,437 0.18
≡ BRK.B - Berkshire Hathaway CL B Reduce 7.51% 36,255 0.17
≡ LEN.B - Lennar Corp. CL B Reduce 19.37% 111,377 0.16
≡ C - Citigroup Inc. Reduce 6.51% 146,170 0.14
≡ MTH - Meritage Homes Corp. Sell 100.00% 32,700 0.06
≡ CF - CF Industries Holdings Inc. Reduce 1.62% 56,100 0.04
≡ TMHC - Taylor Morrison Home Corp. Sell 100.00% 39,183 0.02
≡ ADNT - Adient plc Reduce 2.23% 37,600 0.01
≡ ALV - Autoliv Inc. Reduce 2.55% 1,900 0.00
≡ ETRN - Equitrans Mid.stream Corp Sell 100.00% 17,809 0.00
≡ TPH - TRI Pointe Group Sell 100.00% 14,700 0.00
Q2  2020
≡ C - Citigroup Inc. Reduce 73.46% 6,216,566 7.03
≡ AXP - American Express Sell 100.00% 563,900 1.80
≡ F - Ford Motor Reduce 23.19% 7,940,837 1.07
≡ JPM - JPMorgan Chase & Co. Reduce 50.82% 236,375 0.50
≡ LEVI - Levi Strauss & Co. Sell 100.00% 796,160 0.37
≡ DHI - D.R. Horton Reduce 2.74% 224,348 0.28
≡ RL - Ralph Lauren Corp. Sell 100.00% 105,736 0.26
≡ LEN - Lennar Corp. Reduce 1.77% 170,896 0.23
≡ MMM - 3M Co. Reduce 60.94% 7,800 0.03
≡ PWR - Quanta Services Reduce 2.07% 17,631 0.02
≡ ADNT - Adient plc Reduce 1.78% 30,515 0.01
≡ LEN.B - Lennar Corp. CL B Reduce 0.28% 1,626 0.00
≡ TPH - TRI Pointe Group Reduce 10.37% 1,700 0.00
≡ TMHC - Taylor Morrison Home Corp. Reduce 10.91% 4,800 0.00
Q1  2020
≡ GM - General Motors Reduce 49.48% 9,885,759 7.65
≡ C - Citigroup Inc. Reduce 28.97% 3,452,049 5.41
≡ GS - Goldman Sachs Group Reduce 11.63% 382,719 2.20
≡ PWR - Quanta Services Reduce 51.51% 903,607 1.06
≡ TPH - TRI Pointe Group Reduce 98.66% 1,205,342 0.73
≡ TMHC - Taylor Morrison Home Corp. Reduce 90.30% 409,572 0.19
≡ FDX - FedEx Corp. Sell 100.00% 35,200 0.12
≡ MMM - 3M Co. Reduce 48.80% 12,200 0.07
≡ ADNT - Adient plc Reduce 4.14% 74,100 0.03
Q4  2019
≡ JPM - JPMorgan Chase & Co. Reduce 99.76% 2,069,113 8.28
≡ FDX - FedEx Corp. Reduce 96.89% 1,096,865 3.74