13F filing recap · Q2 2025

What did Greenhaven Associates buy in Q2 2025?

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

Stock value

$6.72B

Positions

Estimated turnover

1.3%

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 opened a new position in ICON PLC and exited Berkshire Hathaway and Robert Half. The firm also trimmed Citigroup and General Motors slightly, while adding modestly to Lennar, Toll Brothers, and D.R. Horton. It increased its stake in Nov Inc. and Stellantis moderately, and substantially reduced Genpact.

New positions

ICLRICON PLC$2.56Mreported value+17.6K shares

Increased positions

LENLennar Corp /new/$1.05Breported value+53.6K shares+0.6%TOLToll Brothers, Inc.$639.35Mreported value+39.3K shares+0.7%DHID.r. Horton, Inc.$474.56Mreported value+6.3K shares+0.2%OSKOshkosh Corporation$290.03Mreported value+800 shares

Reduced positions

CCitigroup Inc$1.38Breported value-490.3K shares-2.9%GMGeneral Motors Company$1.16Breported value-125.7K shares-0.5%PHMPultegroup, Inc.$588.51Mreported value-6.9K shares-0.1%ARWArrow Electronics, Inc.$243.74Mreported value-1.1K shares

Exited positions

BRK.BBerkshire Hathaway Inc$533.1Kprior reported value-1.0K shares-100.0%RHIRobert Half Inc.$207.3Kprior reported value-3.8K shares-100.0%