Greenhaven Associates Inc Top Holdings and 13F Report (2024) → Democrats Push to Replace Dollar With Digital Coin, Control Currency. (From Monetary Gold) (Ad) About Greenhaven Associates IncInvestment ActivityGreenhaven Associates Inc has $10.86 billion in total holdings as of March 31, 2024.Greenhaven Associates Inc owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.68% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Greenhaven Associates Inc has purchased 27 new stocks and bought additional shares in 12 stocks.Greenhaven Associates Inc sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Lennar $1,536,375,935General Motors Co (GM) $1,050,041,065Citigroup $1,030,290,902The Goldman Sachs Group $959,090,171CRH PLC (CRH) $951,344,029 Largest Purchases this Quarter Genpact 784,830 shares (about $25.86M)International Paper 329,990 shares (about $12.88M)Citigroup 178,455 shares (about $11.29M)D.R. Horton 40,045 shares (about $6.59M)General Motors Co (GM) 115,900 shares (about $5.26M) Largest Sales this Quarter WestRock 766,210 shares (about $37.89M)JPMorgan Chase & Co. 97,120 shares (about $19.45M)Lennar 109,254 shares (about $18.79M)The Goldman Sachs Group 34,300 shares (about $14.33M)CRH PLC (CRH) 113,140 shares (about $9.76M) 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 PortfolioSectorLENLennar$1,536,375,935$18,789,503 ▼-1.2%8,933,45714.1%ConstructionGeneral Motors Co (GM)$1,050,041,065$5,256,065 ▲0.5%23,154,1589.7%COMMONCCitigroup$1,030,290,902$11,285,494 ▲1.1%16,291,7609.5%FinanceGSThe Goldman Sachs Group$959,090,171$14,326,767 ▼-1.5%2,296,1778.8%FinanceCRH PLC (CRH)$951,344,029$9,759,456 ▼-1.0%11,028,7978.8%COMMONJPMJPMorgan Chase & Co.$926,664,715$19,453,136 ▼-2.1%4,626,3848.5%FinanceTOLToll Brothers$713,203,097$4,151,871 ▼-0.6%5,512,8946.6%ConstructionPHMPulteGroup$684,014,067$6,700,441 ▼-1.0%5,670,8186.3%ConstructionWRKWestRock$625,266,124$37,889,085 ▼-5.7%12,644,4115.8%Basic MaterialsDHID.R. Horton$590,404,248$6,589,405 ▲1.1%3,587,9935.4%ConstructionIPInternational Paper$396,653,323$12,876,210 ▲3.4%10,165,3853.7%Basic MaterialsOSKOshkosh$309,291,899$1,284,513 ▲0.4%2,480,0892.8%Auto/Tires/TrucksLEALear$260,647,813$898,256 ▲0.3%1,799,0602.4%Auto/Tires/TrucksARWArrow Electronics$239,608,193$3,145,878 ▲1.3%1,850,8282.2%Computer and TechnologyAVTAvnet$191,306,264$1,176,930 ▲0.6%3,858,5371.8%Computer and TechnologyMTHMeritage Homes$145,088,751$20,002 ▲0.0%826,9051.3%ConstructionTEXTerex$95,073,720$1,262,240 ▲1.3%1,476,3000.9%Industrial ProductsLEN.BLennar$79,680,224$8,111,256 ▼-9.2%516,8000.7%ConstructionGGenpact$35,837,573$25,860,148 ▲259.2%1,087,6350.3%Business ServicesNOVNOV$35,116,012$4,071,404 ▲13.1%1,798,9760.3%Business ServicesAAgilent Technologies$1,556,9570.0%10,7000.0%Computer and TechnologySCHWCharles Schwab$1,446,8000.0%20,0000.0%FinanceMSMorgan Stanley$941,6000.0%10,0000.0%FinanceUNPUnion Pacific$499,7300.0%2,0320.0%TransportationBRK.BBerkshire Hathaway$420,9410.0%1,0010.0%FinanceFTITechnipFMC$389,2050.0%15,5000.0%Oils/EnergyMMM3M$251,1740.0%2,3680.0%Multi-Sector ConglomeratesShowing largest 100 holdings. 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