Greenhaven Associates – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Greenhaven Associates during the 2025 Q4 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 | 10,094,147 | $102.8 | Increased | 4.57% | 16.82% | $1.04B | 2025 Q4 |
| TOL | 5,603,187 | $135.22 | Increased | 0.40% | 12.28% | $757.66M | 2025 Q4 |
| AVTR | 20,500,653 | $11.46 | Increased | 11.95% | 3.81% | $234.94M | 2025 Q4 |
| ARW | 1,899,971 | $110.18 | Increased | 0.08% | 3.39% | $209.34M | 2025 Q4 |
| BAX | 10,693,223 | $19.11 | Increased | 70.05% | 3.31% | $204.35M | 2025 Q4 |
| SLB | 4,660,827 | $38.38 | Buy | 100.00% | 2.90% | $178.88M | 2025 Q4 |
| MTH | 1,465,340 | $65.8 | Increased | 0.85% | 1.56% | $96.42M | 2025 Q4 |
| VBIL | 772,725 | $75.43 | Increased | 54.55% | 0.94% | $58.29M | 2025 Q4 |
| TFX | 122,079 | $122.04 | Buy | 100.00% | 0.24% | $14.9M | 2025 Q4 |
| RHI | 104,700 | $27.16 | Buy | 100.00% | 0.05% | $2.84M | 2025 Q4 |
| TMHC | 47,500 | $58.86 | Buy | 100.00% | 0.05% | $2.8M | 2025 Q4 |
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