Greenhaven Associates 2025Q3 Holdings

格林海文联合公司 Edgar Wachenheim III 13F portfolio details.

Total market value: $6,575,476,539; holdings: 27; previous report: 2025-06-30

#	Ticker	Name	Market Value	Shares	Weight
1	CASY	Casey's General Stores, Inc.	$1,406,233,907	23064358	21.39%
2		LENNAR CORP CL A	$1,216,713,780	9653394	18.5%
3	TOL	托尔兄弟	$770,955,058	5580969	11.72%
4	PHM	普得集团	$735,941,374	5569828	11.19%
5	DHI	霍顿房屋公司	$616,491,696	3637763	9.38%
6	OSK	Oshkosh Corp.	$327,700,798	2526606	4.98%
7	ARW	艾睿电子公司	$229,706,279	1898399	3.49%
8	AVTR	Avantor, Inc.	$228,528,394	18311570	3.48%
9	AVT	安富利电子科技公司	$205,404,826	3928937	3.12%
10	CCO	Clear Channel Outdoor Holdings, Inc.	$180,677,853	1795824	2.75%
11	MRP	Millrose Properties, Inc.	$154,648,786	4601273	2.35%
12	BAX	百特国际有限公司	$143,185,707	6288349	2.18%
13	MTH	Meritage Homes Corp.	$105,237,458	1452954	1.6%
14	NOV	美国国民油井华高公司	$76,156,787	5747682	1.16%
15	TEX	特雷克斯	$75,807,703	1477733	1.15%
16		Lennar Corporation - B SHS (LEN/B)	$43,683,439	364059	0.66%
17	VEA	Vanguard 0-3M T-Bill ETF (VBIL)	$37,807,500	500000	0.57%
18	C	花旗集团	$8,452,210	83273	0.13%
19	ICLR	ICON plc	$3,046,575	17409	0.05%
20	CRH	CRH水泥	$2,997,500	25000	0.05%
21	SCHW	嘉信理财公司	$1,432,050	15000	0.02%
22	A	安捷伦科技公司	$1,373,345	10700	0.02%
23	JPM	摩根大通公司	$1,261,720	4000	0.02%
24	GS	高盛集团	$796,350	1000	0.01%
25	UNP	联合太平洋公司	$480,304	2032	0.01%
26	G	简伯特	$418,900	10000	0.01%
27	STLA	Stellantis NV	$336,240	36000	0.01%

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