Greenhaven Associates Inc has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $4.82 Billion distributed in 30 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 $730M, Pultegroup Inc with a value of $655M, Horton D R Inc with a value of $496M, and Oshkosh Corp with a value of $314M.

Examining the 13F form we can see an decrease of $114M in the current position value, from $4.93B to 4.82B.

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

Portfolio value $4.82 Billion
Consumer Cyclical: $3.39 Billion
Technology: $388 Million
Industrials: $318 Million
Energy: $262 Million
Basic Materials: $233 Million
Healthcare: $215 Million
Financial Services: $5.61 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $4.82 Billion
  • Prior Value $4.93 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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