Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 2024)
As of Dec 31, 2024, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 17, 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 Q4 2024, the filing reported:
New Buys - None reported
Increases - Arrow Electronics, Inc., Avnet, Inc., D.R. Horton, Inc., Lear Corporation, Lennar Corporation, and 3 more
Reductions - Citigroup, Inc., CRH, Genpact, General Motors Company, Goldman Sachs Group, Inc. (The), and 4 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 |
|---|---|---|---|
|
Q4 2024
|
ARW
Arrow Electronics, Inc.
|
Buy |
+20,484
|
|
Q4 2024
|
AVT
Avnet, Inc.
|
Buy |
+38,185
|
|
Q4 2024
|
C
Citigroup, Inc.
|
Sell |
-12,626
|
|
Q4 2024
|
CRH
CRH
|
Sell |
-10,523,480
|
|
Q4 2024
|
DHI
D.R. Horton, Inc.
|
Buy |
+58
|
|
Q4 2024
|
G
Genpact
|
Sell |
-13,475
|
|
Q4 2024
|
GM
General Motors Company
|
Sell |
-107,412
|
|
Q4 2024
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-6,540
|
|
Q4 2024
|
LEA
Lear Corporation
|
Buy |
+22,601
|
|
Q4 2024
|
LEN
Lennar Corporation
|
Buy |
+77,549
|
|
Q4 2024
|
LEN-B
Lennar Corporation
|
Sell |
-272
|
|
Q4 2024
|
MTH
Meritage Homes Corporation
|
Sell |
-5,350
|
|
Q4 2024
|
NOV
NOV Inc.
|
Buy |
+1,255,666
|
|
Q4 2024
|
OSK
Oshkosh Corporation (Holding Co
|
Buy |
+15,622
|
|
Q4 2024
|
PHM
PulteGroup, Inc.
|
Sell |
-8,951
|
|
Q4 2024
|
TEX
Terex Corporation
|
Buy |
+3,290
|
|
Q4 2024
|
TOL
Toll Brothers, Inc.
|
Sell |
-5,627
|