Greenhaven Associates

History Stock Activity ▼ Share change % change to portfolio
Q1  2024
≡ G - Genpact Ltd. Add 259.19% 784,830 0.24
≡ NOV - Nov Inc. Add 13.11% 208,576 0.04
≡ IP - International Paper Add 3.36% 329,990 0.12
≡ TEX - Terex Corp. Add 1.35% 19,600 0.01
≡ ARW - Arrow Electronics Add 1.33% 24,300 0.03
≡ DHI - D.R. Horton Add 1.13% 40,045 0.06
≡ C - Citigroup Inc. Add 1.11% 178,455 0.10
≡ AVT - Avnet Inc. Add 0.62% 23,738 0.01
≡ GM - General Motors Add 0.50% 115,900 0.05
≡ OSK - Oshkosh Corp. Add 0.42% 10,300 0.01
≡ LEA - Lear Corp. Add 0.35% 6,200 0.01
≡ MTH - Meritage Homes Corp. Add 0.01% 114 0.00
Q4  2023
≡ TEX - Terex Corp. Add 101.48% 733,690 0.45
≡ C - Citigroup Inc. Add 22.40% 2,948,512 1.62
≡ ARW - Arrow Electronics Add 3.95% 69,400 0.09
≡ GM - General Motors Add 3.68% 818,270 0.31
≡ NOV - Nov Inc. Add 1.82% 28,500 0.01
≡ AVT - Avnet Inc. Add 1.66% 62,710 0.03
≡ MTH - Meritage Homes Corp. Add 1.58% 12,841 0.02
≡ DHI - D.R. Horton Add 0.98% 34,366 0.06
≡ CRH - CRH plc Add 0.94% 103,510 0.08
≡ LEN - Lennar Corp. Add 0.67% 60,461 0.10
≡ OSK - Oshkosh Corp. Add 0.45% 11,100 0.01
≡ PHM - PulteGroup Inc. Add 0.43% 24,350 0.03
≡ IP - International Paper Add 0.26% 25,640 0.01
≡ LEA - Lear Corp. Add 0.17% 3,030 0.00
≡ JPM - JPMorgan Chase & Co. Add 0.10% 4,500 0.01
≡ LEN.B - Lennar Corp. CL B Add 0.07% 385 0.00
≡ G - Genpact Ltd. Buy 302,805 0.11
Q3  2023
≡ CRH - CRH plc Add 428.02% 8,947,902 6.35
≡ C - Citigroup Inc. Add 20.00% 2,193,883 1.17
≡ ARW - Arrow Electronics Add 17.30% 259,090 0.42
≡ IP - International Paper Add 7.52% 685,850 0.32
≡ OSK - Oshkosh Corp. Add 4.28% 100,861 0.12
≡ AVT - Avnet Inc. Add 3.56% 129,600 0.08
≡ GS - Goldman Sachs Group Add 2.57% 58,371 0.24
≡ GM - General Motors Add 0.83% 183,770 0.08
≡ MTH - Meritage Homes Corp. Add 0.38% 3,059 0.00
≡ TOL - Toll Brothers Add 0.29% 15,960 0.02
≡ NOV - Nov Inc. Buy 1,561,900 0.42
Q2  2023
≡ ARW - Arrow Electronics Add 122.93% 826,051 1.57
≡ IP - International Paper Add 43.34% 2,758,480 1.16
≡ CRH - CRH plc Add 21.68% 372,480 0.28
≡ OSK - Oshkosh Corp. Add 20.46% 400,519 0.46
≡ AVT - Avnet Inc. Add 15.36% 484,986 0.32
≡ C - Citigroup Inc. Add 8.82% 889,450 0.54
≡ GM - General Motors Add 8.76% 1,774,100 0.91
≡ WRK - WestRock Co. Add 6.90% 874,750 0.34
≡ LEA - Lear Corp. Add 4.66% 80,480 0.15
≡ TOL - Toll Brothers Add 3.57% 191,012 0.20
≡ PHM - PulteGroup Inc. Add 2.57% 144,960 0.15
≡ GS - Goldman Sachs Group Add 2.28% 50,768 0.22
≡ JPM - JPMorgan Chase & Co. Add 1.44% 68,120 0.13
≡ MTH - Meritage Homes Corp. Add 0.05% 440 0.00
≡ TEX - Terex Corp. Buy 739,010 0.59
Q1  2023
≡ AVT - Avnet Inc. Add 135.60% 1,817,333 1.27
≡ LEA - Lear Corp. Add 67.00% 693,500 1.50
≡ GM - General Motors Add 32.27% 4,943,115 2.81
≡ C - Citigroup Inc. Add 31.23% 2,399,160 1.75
≡ WRK - WestRock Co. Add 27.70% 2,752,196 1.30
≡ OSK - Oshkosh Corp. Add 12.64% 219,635 0.28
≡ IP - International Paper Add 4.66% 283,600 0.16
≡ GS - Goldman Sachs Group Add 2.01% 43,922 0.22
≡ PHM - PulteGroup Inc. Add 0.26% 14,400 0.01
≡ ARW - Arrow Electronics Buy 671,987 1.30
≡ F - Ford Motor Buy 5,576,500 1.09
Q4  2022
≡ IP - International Paper Add 22.06% 1,099,100 0.68
≡ GIL - Gildan Activewear Inc. Add 18.72% 177,200 0.09
≡ C - Citigroup Inc. Add 6.32% 456,730 0.37
≡ PHM - PulteGroup Inc. Add 6.01% 318,680 0.26
≡ LEA - Lear Corp. Add 4.32% 42,846 0.09
≡ MTH - Meritage Homes Corp. Add 3.38% 26,766 0.04
≡ GM - General Motors Add 3.33% 493,061 0.29
≡ LEN.B - Lennar Corp. CL B Add 1.64% 9,347 0.01
≡ CRH - CRH plc Add 0.73% 13,090 0.01
≡ BAC - Bank of America Corp. Buy 1,254,500 0.74
Q3  2022
≡ CRH - CRH plc Add 138.55% 1,042,510 0.71
≡ ALV - Autoliv Inc. Add 61.80% 32,960 0.05
≡ LEA - Lear Corp. Add 28.82% 221,994 0.56
≡ PHM - PulteGroup Inc. Add 25.04% 1,062,570 0.84
≡ WRK - WestRock Co. Add 12.66% 1,117,520 0.73
≡ C - Citigroup Inc. Add 10.09% 661,950 0.58
≡ MTH - Meritage Homes Corp. Add 7.95% 58,426 0.09
≡ JPM - JPMorgan Chase & Co. Add 6.33% 287,128 0.63
≡ GM - General Motors Add 2.28% 330,743 0.22
≡ SWK - Stanley Black & Decker Inc. Add 0.41% 5,355 0.01
≡ TOL - Toll Brothers Add 0.04% 1,900 0.00
≡ OSK - Oshkosh Corp. Buy 1,739,974 2.57
≡ AVT - Avnet Inc. Buy 1,342,470 1.02
≡ GIL - Gildan Activewear Inc. Buy 946,400 0.56
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 11,910 0.02
Q2  2022
≡ SWK - Stanley Black & Decker Inc. Add 614.74% 1,136,179 2.57
≡ JPM - JPMorgan Chase & Co. Add 600.74% 3,886,845 9.45
≡ DHI - D.R. Horton Add 421.47% 3,074,147 4.39
≡ LEA - Lear Corp. Add 412.41% 619,900 1.68
≡ MDC-OLD - M.D.C. Hldgs Add 312.84% 78,210 0.05
≡ LEN - Lennar Corp. Add 24.78% 1,851,157 2.82
≡ WRK - WestRock Co. Add 23.03% 1,652,804 1.42
≡ C - Citigroup Inc. Add 22.18% 1,191,580 1.18
≡ LEN.B - Lennar Corp. CL B Add 16.16% 79,996 0.10