Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 02, 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, 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
|
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
|