13F filing recap · Q2 2024
What did Greenhaven Associates buy in Q2 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.61B
Positions
25
Estimated turnover
31.2%
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
LENLennar Corp /new/$1.34Breported value+39.1K shares+0.4%GMGeneral Motors Company$1.08Breported value+112.5K shares+0.5%CCitigroup Inc$1.06Breported value+349.1K shares+2.1%CRHCrh Public Limited Company$833.78Mreported value+91.3K shares+0.8%TOLToll Brothers, Inc.$641.07Mreported value+52.9K shares+1.0%DHID.r. Horton, Inc.$517.20Mreported value+81.9K shares+2.3%OSKOshkosh Corporation$272.34Mreported value+37.0K shares+1.5%ARWArrow Electronics, Inc.$227.38Mreported value+32.1K shares+1.7%LEALear Corp$207.51Mreported value+17.8K shares+1.0%AVTAvnet, Inc.$201.96Mreported value+63.8K shares+1.7%TEXTerex Corporation$82.24Mreported value+23.4K shares+1.6%GGenpact Limited$39.94Mreported value+153.1K shares+14.1%