13F filing recap · Q4 2024
What did Greenhaven Associates buy in Q4 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$6.76B
Positions
24
Estimated turnover
13.4%
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.
Quarter in review
Greenhaven Associates made minor adjustments across several holdings, trimming General Motors, Citigroup, Toll Brothers, Pultegroup, and Meritage Homes while adding to Lennar, Oshkosh, Arrow Electronics, Avnet, Lear, and Terex. It substantially reduced CRH and Goldman Sachs, and substantially increased Nov Inc.
Increased positions
LENLennar Corp /new/$1.25Breported value+77.5K shares+0.9%DHID.r. Horton, Inc.$513.36Mreported value+58 shares+0.0%OSKOshkosh Corporation$242.63Mreported value+15.6K shares+0.6%ARWArrow Electronics, Inc.$215.48Mreported value+20.5K shares+1.1%AVTAvnet, Inc.$207.34Mreported value+38.2K shares+1.0%LEALear Corp$174.46Mreported value+22.6K shares+1.2%TEXTerex Corporation$69.47Mreported value+3.3K shares+0.2%NOVNov Inc.$48.05Mreported value+1.26M shares+61.7%