Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Jan 17, 2025, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Dec 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 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
|