Greenhaven Associates

History Stock Activity Share change % change to portfolio
Q1  2025
AVT - Avnet Inc. Add 0.06% 2,400 0.00
OSK - Oshkosh Corp. Add 0.06% 1,500 0.00
PHM - PulteGroup Inc. Add 0.06% 3,100 0.01
LEA - Lear Corp. Add 0.07% 1,200 0.00
DHI - D.R. Horton Add 0.09% 3,200 0.01
GM - General Motors Add 0.24% 56,616 0.04
ARW - Arrow Electronics Add 0.47% 8,900 0.01
TOL - Toll Brothers Add 0.47% 26,079 0.04
LEN - Lennar Corp. Add 3.00% 275,220 0.50
NOV - Nov Inc. Add 25.01% 823,115 0.20
RHI - Robert Half International Buy 3,800 0.00
STLA - Stellantis N.V. Buy 30,000 0.01
MRP - Millrose Properties Buy 7,888,017 3.32
Q4  2024
DHI - D.R. Horton Add 0.00% 58 0.00
TEX - Terex Corp. Add 0.22% 3,290 0.00
OSK - Oshkosh Corp. Add 0.62% 15,622 0.02
LEN - Lennar Corp. Add 0.85% 77,549 0.16
AVT - Avnet Inc. Add 0.97% 38,185 0.03
ARW - Arrow Electronics Add 1.09% 20,484 0.03
LEA - Lear Corp. Add 1.24% 22,601 0.03
NOV - Nov Inc. Add 61.69% 1,255,666 0.27
Q3  2024
TEX - Terex Corp. Add 0.01% 172 0.00
DHI - D.R. Horton Add 0.04% 1,612 0.00
AVT - Avnet Inc. Add 0.06% 2,314 0.00
ARW - Arrow Electronics Add 0.08% 1,493 0.00
LEA - Lear Corp. Add 0.15% 2,766 0.00
G - Genpact Ltd. Add 0.24% 3,038 0.00
PHM - PulteGroup Inc. Add 0.30% 16,871 0.03
CRH - CRH plc Add 0.32% 35,209 0.04
OSK - Oshkosh Corp. Add 0.77% 19,442 0.02
LEN - Lennar Corp. Add 1.28% 114,654 0.25
C - Citigroup Inc. Add 1.46% 242,545 0.18
GM - General Motors Add 2.42% 564,198 0.30
NOV - Nov Inc. Add 13.14% 236,400 0.04
Q2  2024
LEN - Lennar Corp. Add 0.44% 39,075 0.08
GM - General Motors Add 0.49% 112,500 0.07
CRH - CRH plc Add 0.83% 91,267 0.09
TOL - Toll Brothers Add 0.96% 52,893 0.08
LEA - Lear Corp. Add 0.99% 17,820 0.03
OSK - Oshkosh Corp. Add 1.49% 36,953 0.05
TEX - Terex Corp. Add 1.58% 23,371 0.02
AVT - Avnet Inc. Add 1.65% 63,801 0.04
ARW - Arrow Electronics Add 1.73% 32,052 0.05
C - Citigroup Inc. Add 2.14% 349,086 0.29
DHI - D.R. Horton Add 2.28% 81,900 0.15
G - Genpact Ltd. Add 14.08% 153,140 0.06
Q1  2024
MTH - Meritage Homes Corp. Add 0.01% 228 0.00
LEA - Lear Corp. Add 0.35% 6,200 0.01
OSK - Oshkosh Corp. Add 0.42% 10,300 0.01
GM - General Motors Add 0.50% 115,900 0.05
AVT - Avnet Inc. Add 0.62% 23,738 0.01
C - Citigroup Inc. Add 1.11% 178,455 0.10
DHI - D.R. Horton Add 1.13% 40,045 0.06
ARW - Arrow Electronics Add 1.33% 24,300 0.03
TEX - Terex Corp. Add 1.35% 19,600 0.01
IP - International Paper Add 3.36% 329,990 0.12
NOV - Nov Inc. Add 13.11% 208,576 0.04
G - Genpact Ltd. Add 259.19% 784,830 0.24
Q4  2023
LEN.B - Lennar Corp. CL B Add 0.07% 385 0.00
JPM - JPMorgan Chase & Co. Add 0.10% 4,500 0.01
LEA - Lear Corp. Add 0.17% 3,030 0.00
IP - International Paper Add 0.26% 25,640 0.01
PHM - PulteGroup Inc. Add 0.43% 24,350 0.03
OSK - Oshkosh Corp. Add 0.45% 11,100 0.01
LEN - Lennar Corp. Add 0.67% 60,461 0.10
CRH - CRH plc Add 0.94% 103,510 0.08
DHI - D.R. Horton Add 0.98% 34,366 0.06
MTH - Meritage Homes Corp. Add 1.58% 25,682 0.02
AVT - Avnet Inc. Add 1.66% 62,710 0.03
NOV - Nov Inc. Add 1.82% 28,500 0.01
GM - General Motors Add 3.68% 818,270 0.31
ARW - Arrow Electronics Add 3.95% 69,400 0.09
C - Citigroup Inc. Add 22.40% 2,948,512 1.62
TEX - Terex Corp. Add 101.48% 733,690 0.45
G - Genpact Ltd. Buy 302,805 0.11
Q3  2023
TOL - Toll Brothers Add 0.29% 15,960 0.02
MTH - Meritage Homes Corp. Add 0.38% 6,118 0.00
GM - General Motors Add 0.83% 183,770 0.08
GS - Goldman Sachs Group Add 2.57% 58,371 0.24
AVT - Avnet Inc. Add 3.56% 129,600 0.08
OSK - Oshkosh Corp. Add 4.28% 100,861 0.12
IP - International Paper Add 7.52% 685,850 0.32
ARW - Arrow Electronics Add 17.30% 259,090 0.42
C - Citigroup Inc. Add 20.00% 2,193,883 1.17
CRH - CRH plc Add 428.02% 8,947,902 6.35
NOV - Nov Inc. Buy 1,561,900 0.42
Q2  2023
MTH - Meritage Homes Corp. Add 0.05% 880 0.00
JPM - JPMorgan Chase & Co. Add 1.44% 68,120 0.13
GS - Goldman Sachs Group Add 2.28% 50,768 0.22
PHM - PulteGroup Inc. Add 2.57% 144,960 0.15
TOL - Toll Brothers Add 3.57% 191,012 0.20
LEA - Lear Corp. Add 4.66% 80,480 0.15
WRK-OLD - WestRock Co. Add 6.90% 874,750 0.34
GM - General Motors Add 8.76% 1,774,100 0.91
C - Citigroup Inc. Add 8.82% 889,450 0.54
AVT - Avnet Inc. Add 15.36% 484,986 0.32
OSK - Oshkosh Corp. Add 20.46% 400,519 0.46
CRH - CRH plc Add 21.68% 372,480 0.28
IP - International Paper Add 43.34% 2,758,480 1.16
ARW - Arrow Electronics Add 122.93% 826,051 1.57