Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2024)
According to the SEC 13F filed on Apr 26, 2024, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2024, the filing reported:
New Buys - None reported
Increases - Arrow Electronics, Inc., Avnet, Inc., Citigroup, Inc., D.R. Horton, Inc., Genpact, and 7 more
Reductions - CRH, Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., Lennar Corporation, Lennar Corporation, and 2 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2024
|
ARW
Arrow Electronics, Inc.
|
Buy |
+24,300
|
|
Q1 2024
|
AVT
Avnet, Inc.
|
Buy |
+23,738
|
|
Q1 2024
|
C
Citigroup, Inc.
|
Buy |
+178,455
|
|
Q1 2024
|
CRH
CRH
|
Sell |
-113,140
|
|
Q1 2024
|
DHI
D.R. Horton, Inc.
|
Buy |
+40,045
|
|
Q1 2024
|
G
Genpact
|
Buy |
+784,830
|
|
Q1 2024
|
GM
General Motors Company
|
Buy |
+115,900
|
|
Q1 2024
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-34,300
|
|
Q1 2024
|
IP
International Paper Company
|
Buy |
+329,990
|
|
Q1 2024
|
JPM
JP Morgan Chase & Co.
|
Sell |
-97,120
|
|
Q1 2024
|
LEA
Lear Corporation
|
Buy |
+6,200
|
|
Q1 2024
|
LEN
Lennar Corporation
|
Sell |
-109,254
|
|
Q1 2024
|
LEN-B
Lennar Corporation
|
Sell |
-52,609
|
|
Q1 2024
|
MTH
Meritage Homes Corporation
|
Buy |
+114
|
|
Q1 2024
|
NOV
NOV Inc.
|
Buy |
+208,576
|
|
Q1 2024
|
OSK
Oshkosh Corporation (Holding Co
|
Buy |
+10,300
|
|
Q1 2024
|
PHM
PulteGroup, Inc.
|
Sell |
-55,550
|
|
Q1 2024
|
TEX
Terex Corporation
|
Buy |
+19,600
|
|
Q1 2024
|
TOL
Toll Brothers, Inc.
|
Sell |
-32,093
|