13F filing recap · Q3 2021

What did Greenhaven Associates buy in Q3 2021?

Reported stock-position changes between this filing and the previous one.

Stock value

$3.00B

Positions

Estimated turnover

8.4%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Increased positions

WHRWhirlpool Corp /de/$564.47Mreported value+30.8K shares+1.1%TOLToll Brothers, Inc.$287.71Mreported value+59.9K shares+1.2%

Reduced positions

GSThe Goldman Sachs Group, Inc.$761.85Mreported value-628.3K shares-23.8%LENLennar Corp /new/$656.03Mreported value-19.6K shares-0.3%GMGeneral Motors Company$547.81Mreported value-24.8K shares-0.2%DHID.r. Horton, Inc.$63.98Mreported value-14.0K shares

Exited positions

BGBunge Global SA$3.17Mprior reported value-40.5K shares-100.0%