Greenhaven Associates – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Greenhaven Associates during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| LEN | 10,632,131 | $86.84 | Increased | 5.33% | 15.21% | $923.29M | 2026 Q1 |
| TOL | 5,645,309 | $136.47 | Increased | 0.75% | 12.69% | $770.42M | 2026 Q1 |
| OSK | 2,531,005 | $147.21 | Increased | 0.39% | 6.14% | $372.59M | 2026 Q1 |
| BAX | 14,307,688 | $16.8 | Increased | 33.80% | 3.96% | $240.37M | 2026 Q1 |
| SLB | 4,664,577 | $51.39 | Increased | 0.08% | 3.95% | $239.71M | 2026 Q1 |
| ICLR | 2,002,411 | $110.66 | Increased | 11412.08% | 3.65% | $221.59M | 2026 Q1 |
| AVTR | 22,593,838 | $7.84 | Increased | 10.21% | 2.92% | $177.14M | 2026 Q1 |
| NOV | 5,751,338 | $18.81 | Increased | 0.11% | 1.78% | $108.18M | 2026 Q1 |
| VBIL | 1,196,425 | $75.65 | Increased | 54.83% | 1.49% | $90.51M | 2026 Q1 |
| TMHC | 270,608 | $58.24 | Increased | 469.70% | 0.26% | $15.76M | 2026 Q1 |
| DNOW | 824,487 | $11.91 | Buy | 100.00% | 0.16% | $9.82M | 2026 Q1 |
| STLA | 37,000 | $7.08 | Increased | 2.78% | 0.00% | $261.96K | 2026 Q1 |
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