Greenhaven Associates Inc Top Holdings and 13F Report (2025) About Greenhaven Associates IncInvestment ActivityGreenhaven Associates Inc has $6.72 billion in total holdings as of June 30, 2025.Greenhaven Associates Inc owns shares of 25 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.43% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Greenhaven Associates Inc has purchased 26 new stocks and bought additional shares in 7 stocks.Greenhaven Associates Inc sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Citigroup $1,376,863,923General Motors Co (GM) $1,164,030,957Lennar $1,050,085,437Toll Brothers $639,346,673PulteGroup $588,511,937 Largest New Holdings this Quarter G4705A100 - Icon $2,564,720 Holding Largest Purchases this Quarter NOV 868,359 shares (about $10.79M)Lennar 53,630 shares (about $5.93M)Toll Brothers 39,334 shares (about $4.49M)Meritage Homes 57,587 shares (about $3.86M)Icon 17,633 shares (about $2.56M) Largest Sales this Quarter Citigroup 490,280 shares (about $41.73M)General Motors Co (GM) 125,702 shares (about $6.19M)Genpact 135,660 shares (about $5.97M)PulteGroup 6,900 shares (about $727.67K)Lear 1,800 shares (about $170.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenhaven Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCCitigroup$1,376,863,923$41,732,634 ▼-2.9%16,175,56320.5%Financial ServicesGeneral Motors Co (GM)$1,164,030,957$6,185,795 ▼-0.5%23,654,35817.3%COMMONLENLennar$1,050,085,437$5,932,014 ▲0.6%9,493,58515.6%ConstructionTOLToll Brothers$639,346,673$4,489,189 ▲0.7%5,601,9169.5%ConstructionPHMPulteGroup$588,511,937$727,674 ▼-0.1%5,580,4288.8%ConstructionDHID.R. Horton$474,562,642$812,196 ▲0.2%3,681,0637.1%ConstructionOSKOshkosh$290,027,257$90,832 ▲0.0%2,554,4064.3%Auto/Tires/TrucksARWArrow Electronics$243,735,234$134,821 ▼-0.1%1,912,6993.6%Computer and TechnologyMillrose Properties (MRP)$224,873,081$14,284 ▼0.0%7,887,5163.3%COMMONAVTAvnet$210,352,696$122,084 ▼-0.1%3,962,9373.1%Computer and TechnologyLEALear$174,919,632$170,964 ▼-0.1%1,841,6472.6%Auto/Tires/TrucksMTHMeritage Homes$99,916,226$3,856,601 ▲4.0%1,491,9551.5%ConstructionTEXTerex$70,031,872$149,408 ▼-0.2%1,499,9331.0%IndustrialsNOVNOV$61,932,674$10,793,702 ▲21.1%4,982,5160.9%EnergyLEN.BLennar$38,317,2100.0%364,0590.6%ConstructionICLRIcon$2,564,720$2,564,720 ▲New Holding17,6330.0%MedicalCRH PLC (CRH)$2,472,8170.0%26,9370.0%COMMONSCHWCharles Schwab$1,824,8000.0%20,0000.0%FinanceGSThe Goldman Sachs Group$1,769,3750.0%2,5000.0%FinanceJPMJPMorgan Chase & Co.$1,449,5500.0%5,0000.0%FinanceMSMorgan Stanley$1,408,6000.0%10,0000.0%FinanceAAgilent Technologies$1,262,7070.0%10,7000.0%MedicalGGenpact$484,902$5,970,394 ▼-92.5%11,0180.0%Computer and TechnologyUNPUnion Pacific$467,5230.0%2,0320.0%TransportationSTLAStellantis$361,080$60,180 ▲20.0%36,0000.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$0$533,113 ▼-100.0%00.0%FinanceRHIRobert Half$0$207,290 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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