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 2025Q3 — net new, added, trimmed, exited.
New positions3 names
Trimmed18 names
- CCITIGROUP INC−16,092,290$1.63B
- MRPMILLROSE PPTYS INC−3,286,243$110.5M
- 35045VGeneral Motors Co (GM)−590,000$36.0M
- DHID R HORTON INC−43,300$7.3M
- LEALEAR CORP−45,823$4.6M
- OSKOSHKOSH CORP−27,800$3.6M
- TOLTOLL BROTHERS INC−20,947$2.9M
- MTHMERITAGE HOMES CORP−39,001$2.8M
- AVTAVNET INC−34,000$1.8M
- ARWARROW ELECTRS INC−14,300$1.7M
- PHMPULTE GROUP INC−10,600$1.4M
- GSGOLDMAN SACHS GROUP INC−1,500$1.2M
- + 6 more…
Exited1 name
- MSMORGAN STANLEY−10,000$1.4M
Recent transactions
Last 20 moves
TRIM
General Motors Co (GM)
−2,652,822
~$74.50 · 2026Q1
2026-04-06
