13F filing recap · Q1 2026

What did Greenhaven Associates buy in Q1 2026?

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

Stock value

$6.07B

Positions

Estimated turnover

12.8%

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 Dnow Inc. and exited Citigroup, Millrose Properties, Robert Half, and Teleflex. The firm trimmed General Motors and added to Baxter International. It also increased its stake in ICON PLC and Taylor Morrison Home Corp, while substantially reducing Terex Corporation.

New positions

DNOWDnow Inc.$9.82Mreported value+824.5K shares

Increased positions

LENLennar Corp /new/$923.29Mreported value+538.0K shares+5.3%TOLToll Brothers, Inc.$770.42Mreported value+42.1K shares+0.8%OSKOshkosh Corporation$372.59Mreported value+9.7K shares+0.4%BAXBaxter International Inc$240.37Mreported value+3.61M shares

Reduced positions

GMGeneral Motors Company$933.20Mreported value-2.65M shares-17.5%PHMPultegroup, Inc.$646.51Mreported value-37.3K shares-0.7%DHID.r. Horton, Inc.$475.73Mreported value-17.2K shares-0.5%ARWArrow Electronics, Inc.$271.89Mreported value-4.1K shares

Exited positions

MRPMillrose Properties, Inc.$137.30Mprior reported value-4.60M shares-100.0%TFXTeleflex Incorporated$14.90Mprior reported value-122.1K shares-100.0%CCitigroup Inc$3.88Mprior reported value-33.3K shares-100.0%RHIRobert Half Inc.$2.84Mprior reported value-104.7K shares