Greenhaven Associates

History Stock Activity Share change % change to portfolio ▼
Q3  2024
≡ IP - International Paper Reduce 99.35% 5,368,597 3.04
≡ GM - General Motors Add 2.42% 564,198 0.30
≡ GS - Goldman Sachs Group Reduce 84.21% 48,219 0.27
≡ LEN - Lennar Corp. Add 1.28% 114,654 0.25
≡ LEN.B - Lennar Corp. CL B Reduce 24.53% 118,419 0.24
≡ C - Citigroup Inc. Add 1.46% 242,545 0.18
≡ MTH - Meritage Homes Corp. Reduce 3.60% 27,790 0.07
≡ NOV - Nov Inc. Add 13.14% 236,400 0.04
≡ CRH - CRH plc Add 0.32% 35,209 0.04
≡ TOL - Toll Brothers Reduce 0.43% 23,657 0.04
≡ PHM - PulteGroup Inc. Add 0.30% 16,871 0.03
≡ OSK - Oshkosh Corp. Add 0.77% 19,442 0.02
≡ JPM - JPMorgan Chase & Co. Reduce 33.33% 2,500 0.01
≡ G - Genpact Ltd. Add 0.24% 3,038 0.00
≡ LEA - Lear Corp. Add 0.15% 2,766 0.00
≡ ARW - Arrow Electronics Add 0.08% 1,493 0.00
≡ AVT - Avnet Inc. Add 0.06% 2,314 0.00
≡ DHI - D.R. Horton Add 0.04% 1,612 0.00
≡ TEX - Terex Corp. Add 0.01% 172 0.00
≡ MMM - 3M Co. Sell 100.00% 2,368 0.00
Q2  2024
≡ GS - Goldman Sachs Group Reduce 97.51% 2,238,918 13.29
≡ JPM - JPMorgan Chase & Co. Reduce 99.84% 4,618,884 12.32
≡ WRK-OLD - WestRock Co. Sell 100.00% 12,644,411 5.76
≡ IP - International Paper Reduce 46.84% 4,761,500 2.70
≡ C - Citigroup Inc. Add 2.14% 349,086 0.29
≡ DHI - D.R. Horton Add 2.28% 81,900 0.15
≡ PHM - PulteGroup Inc. Reduce 1.67% 94,510 0.14
≡ MTH - Meritage Homes Corp. Reduce 6.62% 54,752 0.12
≡ CRH - CRH plc Add 0.83% 91,267 0.09
≡ TOL - Toll Brothers Add 0.96% 52,893 0.08
≡ LEN - Lennar Corp. Add 0.44% 39,075 0.08
≡ GM - General Motors Add 0.49% 112,500 0.07
≡ G - Genpact Ltd. Add 14.08% 153,140 0.06
≡ LEN.B - Lennar Corp. CL B Reduce 6.59% 34,050 0.06
≡ ARW - Arrow Electronics Add 1.73% 32,052 0.05
≡ OSK - Oshkosh Corp. Add 1.49% 36,953 0.05
≡ AVT - Avnet Inc. Add 1.65% 63,801 0.04
≡ LEA - Lear Corp. Add 0.99% 17,820 0.03
≡ TEX - Terex Corp. Add 1.58% 23,371 0.02
≡ FTI - TechnipFMC plc Sell 100.00% 15,500 0.00
Q1  2024
≡ WRK-OLD - WestRock Co. Reduce 5.71% 766,210 0.35
≡ G - Genpact Ltd. Add 259.19% 784,830 0.24
≡ JPM - JPMorgan Chase & Co. Reduce 2.06% 97,120 0.18
≡ LEN - Lennar Corp. Reduce 1.21% 109,254 0.17
≡ GS - Goldman Sachs Group Reduce 1.47% 34,300 0.13
≡ IP - International Paper Add 3.36% 329,990 0.12
≡ C - Citigroup Inc. Add 1.11% 178,455 0.10
≡ CRH - CRH plc Reduce 1.02% 113,140 0.09
≡ LEN.B - Lennar Corp. CL B Reduce 9.24% 52,609 0.07
≡ DHI - D.R. Horton Add 1.13% 40,045 0.06
≡ PHM - PulteGroup Inc. Reduce 0.97% 55,550 0.06
≡ GM - General Motors Add 0.50% 115,900 0.05
≡ NOV - Nov Inc. Add 13.11% 208,576 0.04
≡ TOL - Toll Brothers Reduce 0.58% 32,093 0.04
≡ ARW - Arrow Electronics Add 1.33% 24,300 0.03
≡ TEX - Terex Corp. Add 1.35% 19,600 0.01
≡ AVT - Avnet Inc. Add 0.62% 23,738 0.01
≡ 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
≡ WHR - Whirlpool Corp. Sell 100.00% 1,585,070 2.75
≡ C - Citigroup Inc. Add 22.40% 2,948,512 1.62
≡ TEX - Terex Corp. Add 101.48% 733,690 0.45
≡ GM - General Motors Add 3.68% 818,270 0.31
≡ GIL - Gildan Activewear Inc. Sell 100.00% 561,734 0.20
≡ G - Genpact Ltd. Buy 302,805 0.11
≡ LEN - Lennar Corp. Add 0.67% 60,461 0.10
≡ ARW - Arrow Electronics Add 3.95% 69,400 0.09
≡ CRH - CRH plc Add 0.94% 103,510 0.08
≡ DHI - D.R. Horton Add 0.98% 34,366 0.06
≡ WRK-OLD - WestRock Co. Reduce 0.81% 109,149 0.05
≡ ALV - Autoliv Inc. Sell 100.00% 40,285 0.05
≡ AVT - Avnet Inc. Add 1.66% 62,710 0.03
≡ PHM - PulteGroup Inc. Add 0.43% 24,350 0.03
≡ MTH - Meritage Homes Corp. Add 1.58% 12,841 0.02
≡ NOV - Nov Inc. Add 1.82% 28,500 0.01
≡ OSK - Oshkosh Corp. Add 0.45% 11,100 0.01
≡ IP - International Paper Add 0.26% 25,640 0.01
≡ JPM - JPMorgan Chase & Co. Add 0.10% 4,500 0.01
≡ GS - Goldman Sachs Group Reduce 0.15% 3,460 0.01
≡ TOL - Toll Brothers Reduce 0.16% 8,920 0.01
≡ LEA - Lear Corp. Add 0.17% 3,030 0.00
≡ LEN.B - Lennar Corp. CL B Add 0.07% 385 0.00
Q3  2023
≡ CRH - CRH plc Add 428.02% 8,947,902 6.35
≡ C - Citigroup Inc. Add 20.00% 2,193,883 1.17
≡ WHR - Whirlpool Corp. Reduce 24.95% 526,860 0.91
≡ BAC - Bank of America Corp. Sell 100.00% 1,244,500 0.47
≡ ARW - Arrow Electronics Add 17.30% 259,090 0.42
≡ NOV - Nov Inc. Buy 1,561,900 0.42
≡ IP - International Paper Add 7.52% 685,850 0.32
≡ GS - Goldman Sachs Group Add 2.57% 58,371 0.24
≡ JPM - JPMorgan Chase & Co. Reduce 1.83% 87,900 0.17
≡ GIL - Gildan Activewear Inc. Reduce 46.29% 484,106 0.17
≡ OSK - Oshkosh Corp. Add 4.28% 100,861 0.12
≡ LEN - Lennar Corp. Reduce 0.93% 84,000 0.12
≡ DHI - D.R. Horton Reduce 2.25% 80,860 0.11
≡ AVT - Avnet Inc. Add 3.56% 129,600 0.08
≡ GM - General Motors Add 0.83% 183,770 0.08
≡ PHM - PulteGroup Inc. Reduce 1.41% 81,332 0.08
≡ ALV - Autoliv Inc. Reduce 48.38% 37,755 0.05