13F filing recap · Q2 2026

What did Greenhaven Associates buy in Q2 2026?

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

Stock value

$8.66B

Positions

Estimated turnover

27.5%

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 new positions in Becton Dickinson, Accenture, Iqvia Holdings, and Epam Systems, while exiting Taylor Morrison Home, Terex Corporation, and Stellantis. The firm substantially added to ICON PLC and sharply increased its Dnow stake, while substantially trimming Vanguard Group and JPMorgan Chase. It also moderately reduced Lear Corp, SLB Limited, and Meritage Homes.

New positions

BDXBecton Dickinson & Co$859.81Mreported value+5.68M shares ACNAccenture Plc$421.19Mreported value+3.38M shares IQVIqvia Holdings Inc.$148.40Mreported value+768.0K shares EPAMEpam Systems, Inc.$46.60Mreported value+587.3K shares

Increased positions

LENLennar Corp /new/$1.02Breported value+684.1K shares+6.4%GMGeneral Motors Company$992.29Mreported value+347.4K shares+2.8%DHID.r. Horton, Inc.$571.02Mreported value+38.9K shares+1.1%ICLRICON PLC$538.61Mreported value+1.10M shares

Reduced positions

TOLToll Brothers, Inc.$927.56Mreported value-15.2K shares-0.3%PHMPultegroup, Inc.$748.61Mreported value-41.2K shares-0.7%ARWArrow Electronics, Inc.$376.49Mreported value-131.7K shares-6.9%AVTAvnet, Inc.$335.11Mreported value-147.7K shares

Exited positions

TMHCTaylor Morrison Home Corp$15.76Mprior reported value-270.6K shares-100.0%TEXTerex Corporation$645.5Kprior reported value-10.9K shares-100.0%STLAStellantis N.v.$262.3Kprior reported value-37.0K shares-100.0%