Greenhaven Associates Inc. activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
4
Add
7
Reduce
11
Exit
3
25 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| BDX | New | 0% to 9.9% | $860M | Q1→Q2 |
| ACN | New | 0% to 4.9% | $421M | Q1→Q2 |
| IQV | New | 0% to 1.7% | $148M | Q1→Q2 |
| EPAM | New | 0% to 0.54% | $47M | Q1→Q2 |
| TMHC | Exit | 0.26% to 0% | $16M | Q1→Q2 |
| TEX | Exit | 0.01% to 0% | $645K | Q1→Q2 |
| STLA | Exit | <0.01% to 0% | $262K | Q1→Q2 |
| GM | Add | 15.4% to 11.5% | +2.8% sh | Q1→Q2 |
| LEN | Add | 15.2% to 11.8% | +6.4% sh | Q1→Q2 |
| ICLR | Add | 3.7% to 6.2% | +54.8% sh | Q1→Q2 |
| OSK | Add | 6.1% to 4.5% | +1.1% sh | Q1→Q2 |
| DHI | Add | 7.8% to 6.6% | +1.1% sh | Q1→Q2 |
| DNOW | Add | 0.16% to 0.65% | +426.8% sh | Q1→Q2 |
| AVTR | Add | 2.9% to 2.8% | +9.0% sh | Q1→Q2 |
| PHM | Reduce | 10.7% to 8.6% | −0.7% sh | Q1→Q2 |
| TOL | Reduce | 12.7% to 10.7% | −0.3% sh | Q1→Q2 |
| SLB | Reduce | 4.0% to 2.0% | −18.5% sh | Q1→Q2 |
| LEA | Reduce | 3.4% to 2.3% | −14.2% sh | Q1→Q2 |
| VBIL | Reduce | 1.5% to 0.58% | −44.7% sh | Q1→Q2 |
| NOV | Reduce | 1.8% to 1.2% | −2.3% sh | Q1→Q2 |
| BAX | Reduce | 4.0% to 3.5% | −0.2% sh | Q1→Q2 |
| MTH | Reduce | 1.5% to 1.3% | −10.8% sh | Q1→Q2 |
| ARW | Reduce | 4.5% to 4.4% | −6.9% sh | Q1→Q2 |
| AVT | Reduce | 4.0% to 3.9% | −3.8% sh | Q1→Q2 |
| JPM | Reduce | 0.02% to 0.01% | −37.5% sh | Q1→Q2 |