Greenhaven Associates Inc Portfolio Holdings

Greenhaven Associates Inc

  • $4.93 Billion
  • Q3 2025

Greenhaven Associates Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.93 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lennar Corp with a value of $1.22B, Toll Brothers, Inc. with a value of $771M, Pultegroup Inc with a value of $736M, Horton D R Inc with a value of $616M, and Oshkosh Corp with a value of $328M.

Examining the 13F form we can see an decrease of $362M in the current position value, from $5.29B to 4.93B.

Below you can find more details about Greenhaven Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $4.93 Billion
Consumer Cyclical: $3.63 Billion
Technology: $436 Million
Industrials: $404 Million
Basic Materials: $229 Million
Healthcare: $148 Million
Energy: $76.2 Million
Financial Services: $11.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.9B
$1.22 Billion 24.68% of portfolio
9,653,394
Q3 2025 Added 1.68%
$14.8B
$771 Million 15.64% of portfolio
5,580,969
Q3 2025 Reduced 0.37%
$27B
$736 Million 14.93% of portfolio
5,569,828
Q3 2025 Reduced 0.19%
$49.5B
$616 Million 12.5% of portfolio
3,637,763
Q3 2025 Reduced 1.18%
$8.15B
$328 Million 6.65% of portfolio
2,526,606
Q3 2025 Reduced 1.09%
$6.94B
$230 Million 4.66% of portfolio
1,898,399
Q3 2025 Reduced 0.75%
$7.67B
$229 Million 4.64% of portfolio
18,311,570
Q3 2025 New
$4.32B
$205 Million 4.17% of portfolio
3,928,937
Q3 2025 Reduced 0.86%
$6.3B
$181 Million 3.66% of portfolio
1,795,824
Q3 2025 Reduced 2.49%
$9.31B
$143 Million 2.9% of portfolio
6,288,349
Q3 2025 New
$2.44B
$105 Million 2.13% of portfolio
1,452,954
Q3 2025 Reduced 2.61%
$6.17B
$76.2 Million 1.54% of portfolio
5,747,682
Q3 2025 Added 15.36%
$3.1B
$75.8 Million 1.54% of portfolio
1,477,733
Q3 2025 Reduced 1.48%
$190B
$8.45 Million 0.17% of portfolio
83,273
Q3 2025 Reduced 99.49%
$13.2B
$3.05 Million 0.06% of portfolio
17,409
Q3 2025 Reduced 1.27%
$43.5B
$1.37 Million 0.03% of portfolio
10,700
Q2 2017 New
$167B
$1.43 Million 0.03% of portfolio
15,000
Q3 2025 Reduced 25.0%
$265B
$796,000 0.02% of portfolio
1,000
Q3 2025 Reduced 60.0%
$136B
$480,000 0.01% of portfolio
2,032
Q2 2017 New
$8.24B
$418,000 0.01% of portfolio
10,000
Q3 2025 Reduced 9.24%
$33.4B
$336,000 0.01% of portfolio
36,000
Q2 2025 Added 20.0%
General Motors CO (Gm)
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.49%
Millrose Properties (Mrp)
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 41.66%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.07%
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Reduced 7.19%
Vanguard 0 3 M T Bill ETF (Vbil)
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $4.93 Billion
  • Prior Value $5.29 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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