Manager activity
GREENHAVEN ASSOCIATES INC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 4/6/2026 · full comparison · all filings
New · 1
Add · 11
Reduce · 9
Exit · 4
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | General Motors Co (GM) | -2,652,822 | -17.5% | -4.64 pp | 4/6/2026 |
| Add | Icon PLC (ICLR) | +1,985,017 | +11412.1% | +3.60 pp | 4/6/2026 |
| Exit | Millrose Properties (MRP) | -4,596,584 | Exit | -2.23 pp | 4/6/2026 |
| Add | Lennar Corporation - A (LEN) | +537,984 | +5.3% | -1.61 pp | 4/6/2026 |
| Reduce | Arrow Electronics Inc (ARW) | -4,111 | -0.2% | +1.09 pp | 4/6/2026 |
| Add | SLB LTD (SLB) | +3,750 | +0.1% | +1.05 pp | 4/6/2026 |
| Add | Avantor Inc (AVTR) | +2,093,185 | +10.2% | -0.89 pp | 4/6/2026 |
| Add | Oshkosh Corp (OSK) | +9,709 | +0.4% | +1.00 pp | 4/6/2026 |
| Reduce | Avnet Inc (AVT) | -8,354 | -0.2% | +0.92 pp | 4/6/2026 |
| Add | Baxter International Inc (BAX) | +3,614,465 | +33.8% | +0.65 pp | 4/6/2026 |
| Add | Vanguard 0-3M T-Bill ETF (VBIL) | +423,700 | +54.8% | +0.55 pp | 4/6/2026 |
| Reduce | D R Horton, Inc. (DHI) | -17,226 | -0.5% | -0.30 pp | 4/6/2026 |
| Add | NOV INC (NOV) | +6,200 | +0.1% | +0.33 pp | 4/6/2026 |
| Exit | Teleflex Inc (TFX) | -122,079 | Exit | -0.24 pp | 4/6/2026 |
| Add | Taylor Morrison Home Corp (TMHC) | +223,108 | +469.7% | +0.21 pp | 4/6/2026 |
| Add | Toll Brothers, Inc. (TOL) | +42,122 | +0.8% | +0.41 pp | 4/6/2026 |
| New | DNOW INC (DNOW) | +824,487 | New | +0.16 pp | 4/6/2026 |
| Reduce | Meritage Homes Corp (MTH) | -10,491 | -0.7% | -0.08 pp | 4/6/2026 |
| Exit | Citigroup Inc (C) | -33,260 | Exit | -0.06 pp | 4/6/2026 |
| Exit | Robert Half Inc (RHI) | -104,700 | Exit | -0.05 pp | 4/6/2026 |
| Reduce | PulteGroup Inc. (PHM) | -37,319 | -0.7% | +0.13 pp | 4/6/2026 |
| Reduce | Lear Corporation (LEA) | -78,669 | -4.4% | +0.09 pp | 4/6/2026 |
| Reduce | CRH PLC (CRH) | -2,500 | -12.5% | -0.01 pp | 4/6/2026 |
| Reduce | Terex Corp (TEX) | -8,500 | -43.8% | -0.01 pp | 4/6/2026 |
| Add | Stellantis NV (STLA) | +1,000 | +2.8% | 0.00 pp | 4/6/2026 |