13F filing recap · Q2 2022

What did Greenhaven Associates buy in Q2 2022?

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

Stock value

$4.63B

Positions

Estimated turnover

33.1%

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.

New positions

PHMPultegroup, Inc.$168.14Mreported value+4.24M shares MTHMeritage Homes Corporation$53.26Mreported value+734.6K shares CRHCrh Public Limited Company$26.20Mreported value+752.4K shares ALVAutoliv, Inc.$3.82Mreported value+53.3K shares FTITechnipfmc Plc$125.0Kreported value+18.6K shares

Increased positions

GSThe Goldman Sachs Group, Inc.$658.20Mreported value+114.1K shares+5.4%LENLennar Corp /new/$657.77Mreported value+1.85M shares+24.8%JPMJPMorgan Chase & Co$510.56Mreported value+3.89M shares+600.7%GMGeneral Motors Company$460.37Mreported value+90.9K shares

Reduced positions

WHRWhirlpool Corp /de/$438.83Mreported value-100 shares-0.0%IPInternational Paper Company$208.91Mreported value-1.0K shares-0.0%