Asset Manager · CIK 0000846222
Greenhaven Associates
Greenhaven Associates, an asset manager overseeing $6.07B in disclosed equity holdings (SEC CIK 0000846222). The latest 13F filing (2026Q1) discloses 27 positions across 6 sectors, with the largest positions in General Motors Co (GM), LEN and TOL. On a mark-to-market basis the tracked portfolio has returned 47.6% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$6.07B
Positions
27
Quarter
2026Q1
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2026Q1
+$31M
Lifetime buys
$5.75B
Lifetime sells
$8.25B
Quarter activity
What changed in 2023Q3 — net new, added, trimmed, exited.
New positions2 names
- G25508CRH PLC+11,038,427$604.1M
- NOVNOV INC+1,561,900$32.6M
Added to9 names
Trimmed11 names
- WHRWHIRLPOOL CORP−526,860$70.4M
- GILGILDAN ACTIVEWEAR INC−484,106$13.6M
- JPMJPMORGAN CHASE & CO−87,900$12.7M
- LENLENNAR CORP−84,000$9.4M
- DHID R HORTON INC−80,860$8.7M
- PHMPULTE GROUP INC−81,332$6.0M
- ALVAUTOLIV INC−37,755$3.6M
- LEALEAR CORP−19,200$2.6M
- WRKUSDWESTROCK CO−41,700$1.5M
- TEXTEREX CORP NEW−16,000$922K
- LEN/BLENNAR CORP−4,270$437K
Exited2 names
- 12626KCRH PLC−2,090,525$116.5M
- BACBK OF AMERICA CORP−1,244,500$35.7M
Recent transactions
Last 20 moves
TRIM
General Motors Co (GM)
−2,652,822
~$74.50 · 2026Q1
2026-04-06
