Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on Apr 02, 2025, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. 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 2025, the filing reported:
Increases - Arrow Electronics, Inc., Avnet, Inc., D.R. Horton, Inc., General Motors Company, Lear Corporation, and 6 more
Complete Exits - International Paper Company
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 2025
|
ARW
Arrow Electronics, Inc.
|
Buy |
+8,900
|
|
Q1 2025
|
AVT
Avnet, Inc.
|
Buy |
+2,400
|
|
Q1 2025
|
C
Citigroup, Inc.
|
Sell |
-204,922
|
|
Q1 2025
|
CRH
CRH
|
Sell |
-604,856
|
|
Q1 2025
|
DHI
D.R. Horton, Inc.
|
Buy |
+3,200
|
|
Q1 2025
|
G
Genpact
|
Sell |
-1,083,660
|
|
Q1 2025
|
GM
General Motors Company
|
Buy |
+56,616
|
|
Q1 2025
|
IP
International Paper Company
|
Sell - Position Exit |
-35,288
|
|
Q1 2025
|
LEA
Lear Corporation
|
Buy |
+1,200
|
|
Q1 2025
|
LEN
Lennar Corporation
|
Buy |
+275,220
|
|
Q1 2025
|
MRP
Millrose Properties
|
Buy - Position Entry |
+7,888,017
|
|
Q1 2025
|
MTH
Meritage Homes Corporation
|
Buy |
+695,355
|
|
Q1 2025
|
NOV
NOV Inc.
|
Buy |
+823,115
|
|
Q1 2025
|
OSK
Oshkosh Corporation (Holding Co
|
Buy |
+1,500
|
|
Q1 2025
|
PHM
PulteGroup, Inc.
|
Buy |
+3,100
|
|
Q1 2025
|
RHI
Robert Half Inc.
|
Buy - Position Entry |
+3,800
|
|
Q1 2025
|
STLA
Stellantis
|
Buy - Position Entry |
+30,000
|
|
Q1 2025
|
TOL
Toll Brothers, Inc.
|
Buy |
+26,079
|