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 2025Q1 — net new, added, trimmed, exited.
New positions3 names
Added to11 names
- MTHMERITAGE HOMES CORP+695,355$49.3M
- LENLENNAR CORP+275,220$31.6M
- NOVNOV INC+823,115$12.5M
- TOLTOLL BROTHERS INC+26,079$2.8M
- 35045VGeneral Motors Co (GM)+56,616$2.7M
- ARWARROW ELECTRS INC+8,900$924K
- DHID R HORTON INC+3,200$407K
- PHMPULTE GROUP INC+3,100$319K
- OSKOSHKOSH CORP+1,500$141K
- AVTAVNET INC+2,400$115K
- LEALEAR CORP+1,200$106K
Trimmed3 names
- G3922BGENPACT LIMITED−1,083,660$54.6M
- G25508CRH PLC−604,856$53.2M
- CCITIGROUP INC−204,922$14.5M
Exited1 name
- IPINTERNATIONAL PAPER CO−35,288$1.9M
Recent transactions
Last 20 moves
TRIM
General Motors Co (GM)
−2,652,822
~$74.50 · 2026Q1
2026-04-06
