Greenhaven Associates

History Stock Activity Share change % change to portfolio ▲
Q1  2025
≡ RHI - Robert Half International Buy 3,800 0.00
≡ AVT - Avnet Inc. Add 0.06% 2,400 0.00
≡ OSK - Oshkosh Corp. Add 0.06% 1,500 0.00
≡ LEA - Lear Corp. Add 0.07% 1,200 0.00
≡ STLA - Stellantis N.V. Buy 30,000 0.01
≡ PHM - PulteGroup Inc. Add 0.06% 3,100 0.01
≡ DHI - D.R. Horton Add 0.09% 3,200 0.01
≡ ARW - Arrow Electronics Add 0.47% 8,900 0.01
≡ IP - International Paper Sell 100.00% 35,288 0.03
≡ GM - General Motors Add 0.24% 56,616 0.04
≡ TOL - Toll Brothers Add 0.47% 26,079 0.04
≡ MTH - Meritage Homes Corp. Reduce 2.95% 43,658 0.05
≡ NOV - Nov Inc. Add 25.01% 823,115 0.20
≡ C - Citigroup Inc. Reduce 1.21% 204,922 0.23
≡ LEN - Lennar Corp. Add 3.00% 275,220 0.50
≡ G - Genpact Ltd. Reduce 88.08% 1,083,660 0.89
≡ CRH - CRH plc Reduce 95.74% 604,856 0.90
≡ MRP - Millrose Properties Buy 7,888,017 3.32
Q4  2024
≡ LEN.B - Lennar Corp. CL B Reduce 0.07% 272 0.00
≡ DHI - D.R. Horton Add 0.00% 58 0.00
≡ TEX - Terex Corp. Add 0.22% 3,290 0.00
≡ G - Genpact Ltd. Reduce 1.08% 13,475 0.01
≡ MTH - Meritage Homes Corp. Reduce 0.72% 10,700 0.01
≡ PHM - PulteGroup Inc. Reduce 0.16% 8,951 0.01
≡ TOL - Toll Brothers Reduce 0.10% 5,627 0.01
≡ C - Citigroup Inc. Reduce 0.07% 12,626 0.01
≡ OSK - Oshkosh Corp. Add 0.62% 15,622 0.02
≡ 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
≡ GS - Goldman Sachs Group Reduce 72.35% 6,540 0.05
≡ GM - General Motors Reduce 0.45% 107,412 0.08
≡ LEN - Lennar Corp. Add 0.85% 77,549 0.16
≡ NOV - Nov Inc. Add 61.69% 1,255,666 0.27
≡ CRH - CRH plc Reduce 94.34% 10,523,480 14.32
Q3  2024
≡ MMM - 3M Co. Sell 100.00% 2,368 0.00
≡ 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
≡ JPM - JPMorgan Chase & Co. Reduce 33.33% 2,500 0.01
≡ OSK - Oshkosh Corp. Add 0.77% 19,442 0.02
≡ PHM - PulteGroup Inc. Add 0.30% 16,871 0.03
≡ TOL - Toll Brothers Reduce 0.43% 23,657 0.04
≡ CRH - CRH plc Add 0.32% 35,209 0.04
≡ NOV - Nov Inc. Add 13.14% 236,400 0.04
≡ MTH - Meritage Homes Corp. Reduce 3.60% 55,580 0.07
≡ C - Citigroup Inc. Add 1.46% 242,545 0.18
≡ LEN.B - Lennar Corp. CL B Reduce 24.53% 118,419 0.24
≡ LEN - Lennar Corp. Add 1.28% 114,654 0.25
≡ GS - Goldman Sachs Group Reduce 84.21% 48,219 0.27
≡ GM - General Motors Add 2.42% 564,198 0.30
≡ IP - International Paper Reduce 99.35% 5,368,597 3.04
Q2  2024
≡ FTI - TechnipFMC plc Sell 100.00% 15,500 0.00
≡ TEX - Terex Corp. Add 1.58% 23,371 0.02
≡ LEA - Lear Corp. Add 0.99% 17,820 0.03
≡ AVT - Avnet Inc. Add 1.65% 63,801 0.04
≡ OSK - Oshkosh Corp. Add 1.49% 36,953 0.05
≡ ARW - Arrow Electronics Add 1.73% 32,052 0.05
≡ LEN.B - Lennar Corp. CL B Reduce 6.59% 34,050 0.06
≡ G - Genpact Ltd. Add 14.08% 153,140 0.06
≡ GM - General Motors Add 0.49% 112,500 0.07
≡ LEN - Lennar Corp. Add 0.44% 39,075 0.08
≡ TOL - Toll Brothers Add 0.96% 52,893 0.08
≡ CRH - CRH plc Add 0.83% 91,267 0.09
≡ MTH - Meritage Homes Corp. Reduce 6.62% 109,504 0.12
≡ PHM - PulteGroup Inc. Reduce 1.67% 94,510 0.14
≡ DHI - D.R. Horton Add 2.28% 81,900 0.15
≡ C - Citigroup Inc. Add 2.14% 349,086 0.29
≡ IP - International Paper Reduce 46.84% 4,761,500 2.70
≡ WRK-OLD - WestRock Co. Sell 100.00% 12,644,411 5.76
≡ JPM - JPMorgan Chase & Co. Reduce 99.84% 4,618,884 12.32
≡ GS - Goldman Sachs Group Reduce 97.51% 2,238,918 13.29
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
≡ AVT - Avnet Inc. Add 0.62% 23,738 0.01
≡ TEX - Terex Corp. Add 1.35% 19,600 0.01
≡ ARW - Arrow Electronics Add 1.33% 24,300 0.03
≡ TOL - Toll Brothers Reduce 0.58% 32,093 0.04
≡ NOV - Nov Inc. Add 13.11% 208,576 0.04
≡ GM - General Motors Add 0.50% 115,900 0.05
≡ PHM - PulteGroup Inc. Reduce 0.97% 55,550 0.06
≡ DHI - D.R. Horton Add 1.13% 40,045 0.06
≡ LEN.B - Lennar Corp. CL B Reduce 9.24% 52,609 0.07
≡ CRH - CRH plc Reduce 1.02% 113,140 0.09
≡ C - Citigroup Inc. Add 1.11% 178,455 0.10
≡ IP - International Paper Add 3.36% 329,990 0.12
≡ GS - Goldman Sachs Group Reduce 1.47% 34,300 0.13
≡ LEN - Lennar Corp. Reduce 1.21% 109,254 0.17
≡ JPM - JPMorgan Chase & Co. Reduce 2.06% 97,120 0.18
≡ G - Genpact Ltd. Add 259.19% 784,830 0.24
≡ WRK-OLD - WestRock Co. Reduce 5.71% 766,210 0.35
Q4  2023
≡ LEN.B - Lennar Corp. CL B Add 0.07% 385 0.00
≡ LEA - Lear Corp. Add 0.17% 3,030 0.00
≡ TOL - Toll Brothers Reduce 0.16% 8,920 0.01
≡ GS - Goldman Sachs Group Reduce 0.15% 3,460 0.01
≡ JPM - JPMorgan Chase & Co. Add 0.10% 4,500 0.01