AlphaYouGreenhaven Associates Inc
Bought Dnow (dnow), sold out of Millrose Properties (MRP). Portfolio down 2% to $6.1B.
$6.1B portfolio27 holdingstop 10 = 84%filed 2026-04-06
- 1General Motors Co (GM)15.37%$933.2M - 12.5M shares-2.7M
- $923.3M - 10.6M shares+538K
- 3TOLToll Brothers, Inc. (tol)12.69%$770.4M - 5.6M shares+42K
- 4PHMPultegroup Inc. (PHM)10.65%$646.5M - 5.5M shares-37K
- $475.7M - 3.5M shares-17K
- 6OSKOshkosh Corp (osk)6.14%$372.6M - 2.5M shares+10K
- $271.9M - 1.9M shares-4K
- 8AVTAvnet Inc (avt)3.98%$241.6M - 3.9M shares-8K
- $240.4M - 14.3M shares+3.6M
- 10SLBSLB LTD (SLB)3.95%$239.7M - 4.7M shares+4K
- 11Icon PLC (iclr)3.65%$221.6M - 2.0M shares+2.0M
- 12LEALear Corporation (lea)3.38%$205.5M - 1.7M shares-79K
- 13AVTRAvantor Inc (avtr)2.92%$177.1M - 22.6M shares+2.1M
- 14NOVNov Inc (nov)1.78%$108.2M - 5.8M shares+6K
- $90.5M - 1.2M shares+424K
- 16MTHMeritage Homes Corp (MTH)1.48%$90.0M - 1.5M shares-10K
- 17Lennar Corporation - B SHS (len/b)0.50%$30.6M - 364K shares-
- 18TMHCTaylor Morrison Home Corp 0.26%$15.8M - 271K shares+223K
- 19DNOWDnow Inc (dnow)0.16%$9.8M - 824K sharesNEW
- 20CRH PLC (CRH)0.03%$1.8M - 18K shares-3K
- 21AAgilent Technologies, Inc.0.02%$1.2M - 11K shares-
- 22JPMJ P Morgan Chase (JPM)0.02%$1.2M - 4K shares-
- $1.2M - 13K shares-
- 24TEXTerex Corp (tex)0.01%$645K - 11K shares-9K
- 25UNPUnion Pacific Corp (unp)<0.01%$493K - 2K shares-
- 26Genpact LTD (g)<0.01%$373K - 10K shares-
- 27Stellantis NV (stla)<0.01%$262K - 37K shares+1K
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.