Back to all firms
Greenhaven Associates
Greenhaven Associates
Portfolio Value: $6.07B
Holdings: 27
Period: Q1 2026
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| ICON | 8.0 | 3.65% | Add 11412% | 2.00M | $221.6M | $110.66 | $1.29 | -98.8% |
| DNOW | 5.8 | 0.16% | Buy | 824.5K | $9.8M | $11.91 | — | — |
| VGSTX | 5.5 | 1.49% | Add 55% | 1.20M | $90.5M | $75.65 | — | — |
| LEN-B | 5.3 | 15.21% | Add 5% | 10.63M | $923.3M | $86.84 | — | — |
| TMHC | 5.3 | 0.26% | Add 470% | 270.6K | $15.8M | $58.24 | — | — |
| BAX | 4.8 | 3.96% | Add 34% | 14.31M | $240.4M | $16.80 | — | — |
| TOL | 4.5 | 12.69% | Add 1% | 5.65M | $770.4M | $136.47 | — | — |
| AVTR | 3.7 | 2.92% | Add 10% | 22.59M | $177.1M | $7.84 | — | — |
| OSK | 3.6 | 6.14% | Add <1% | 2.53M | $372.6M | $147.21 | — | — |
| 806857108 | 3.3 | 3.95% | Add <1% | 4.66M | $239.7M | $51.39 | — | — |
| NOV | 3.0 | 1.78% | Add <1% | 5.75M | $108.2M | $18.81 | — | — |
| STLA | 2.8 | 0.00% | Add 3% | 37.0K | $262K | $7.09 | — | — |
| PHM | 2.0 | 10.65% | Reduce 1% | 5.50M | $646.5M | $117.61 | — | — |
| RRR | 2.0 | 7.84% | Reduce <1% | 3.47M | $475.7M | $137.22 | — | — |
| ARW | 2.0 | 4.48% | Reduce <1% | 1.90M | $271.9M | $143.41 | — | — |
| AVT | 2.0 | 3.98% | Reduce <1% | 3.92M | $241.6M | $61.62 | — | — |
| LEA | 2.0 | 3.38% | Reduce 4% | 1.70M | $205.5M | $121.08 | — | — |
| MTH | 2.0 | 1.48% | Reduce 1% | 1.45M | $90.0M | $61.84 | — | — |
| LEN-B | 1.6 | 0.50% | Hold | 364.1K | $30.6M | $84.12 | — | — |
| JPM | 1.6 | 0.02% | Hold | 4.0K | $1.2M | $294.16 | — | — |
| A | 1.6 | 0.02% | Hold | 10.7K | $1.2M | $113.98 | — | — |
| SNVXX | 1.6 | 0.02% | Hold | 12.5K | $1.2M | $93.98 | — | — |
| G | 1.6 | 0.01% | Hold | 10.0K | $373K | $37.25 | — | — |
| UNP | 1.6 | 0.01% | Hold | 2.0K | $493K | $242.62 | $264.65 | +9.1% |
| GM | 1.0 | 15.37% | Reduce 17% | 12.53M | $933.2M | $74.50 | — | — |
| CRH | 1.0 | 0.03% | Reduce 13% | 17.5K | $1.8M | $105.12 | $113.76 | +8.2% |
| TEX | 0.0 | 0.01% | Reduce 44% | 10.9K | $645K | $59.10 | — | — |
| C | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| RHI | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| TFX | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |
| MRP | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |