Greenhaven Associates Inc has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.29 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Citigroup Inc with a value of $1.38B, Lennar Corp with a value of $1.05B, Toll Brothers, Inc. with a value of $639M, Pultegroup Inc with a value of $589M, and Horton D R Inc with a value of $475M.

Examining the 13F form we can see an increase of $371M in the current position value, from $4.92B to 5.29B.

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

Portfolio value $5.29 Billion
Consumer Cyclical: $3.03 Billion
Financial Services: $1.38 Billion
Technology: $455 Million
Industrials: $361 Million
Energy: $61.9 Million
Healthcare: $3.83 Million
Basic Materials: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $5.29 Billion
  • Prior Value $4.92 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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