GREENHAVEN ASSOCIATES INC
27 holdingsFiling period: 2026-03-31Current AUM: $6.67Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | General Motors Co (GM) | 12.53M | $933.2M | $933.2M | 13.98% | -2,652,822 | 2026-03-31 |
| 2 | LEN | Lennar Corporation - A (LEN) | 10.63M | $923.3M | $875.6M | 13.12% | +538.0K | 2026-03-31 |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5.65M | $770.4M | $823.6M | 12.34% | +42.1K | 2026-03-31 |
| 4 | PHM | PulteGroup Inc. (PHM) | 5.50M | $646.5M | $695.2M | 10.42% | -37,319 | 2026-03-31 |
| 5 | DHI | D R Horton, Inc. (DHI) | 3.47M | $475.7M | $496.0M | 7.43% | -17,226 | 2026-03-31 |
| 6 | OSK | Oshkosh Corp (OSK) | 2.53M | $372.6M | $360.4M | 5.40% | +9.7K | 2026-03-31 |
| 7 | ARW | Arrow Electronics Inc (ARW) | 1.90M | $271.9M | $410.6M | 6.15% | -4,111 | 2026-03-31 |
| 8 | AVT | Avnet Inc (AVT) | 3.92M | $241.6M | $348.3M | 5.22% | -8,354 | 2026-03-31 |
| 9 | BAX | Baxter International Inc (BAX) | 14.31M | $240.4M | $374.3M | 5.61% | +3.61M | 2026-03-31 |
| 10 | SLB | SLB LTD (SLB) | 4.66M | $239.7M | $231.3M | 3.47% | +3.8K | 2026-03-31 |
| 11 | — | Icon PLC (ICLR) | 2.00M | $221.6M | $221.6M | 3.32% | +1.99M | 2026-03-31 |
| 12 | LEA | Lear Corporation (LEA) | 1.70M | $205.5M | $221.7M | 3.32% | -78,669 | 2026-03-31 |
| 13 | AVTR | Avantor Inc (AVTR) | 22.59M | $177.1M | $311.3M | 4.67% | +2.09M | 2026-03-31 |
| 14 | NOV | NOV INC (NOV) | 5.75M | $108.2M | $111.7M | 1.67% | +6.2K | 2026-03-31 |
| 15 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 1.20M | $90.5M | $90.6M | 1.36% | +423.7K | 2026-03-31 |
| 16 | MTH | Meritage Homes Corp (MTH) | 1.45M | $90.0M | $102.1M | 1.53% | -10,491 | 2026-03-31 |
| 17 | LEN/B | Lennar Corporation - B SHS (LEN/B) | 364.1K | $30.6M | $30.6M | 0.46% | -- | 2026-03-31 |
| 18 | TMHC | Taylor Morrison Home Corp (TMHC) | 270.6K | $15.8M | $15.8M | 0.24% | +223.1K | 2026-03-31 |
| 19 | DNOW | DNOW INC (DNOW) | 824.5K | $9.8M | $11.6M | 0.17% | -- | 2026-03-31 |
| 20 | — | CRH PLC (CRH) | 17.5K | $1.8M | $1.8M | 0.03% | -2,500 | 2026-03-31 |
| 21 | A | Agilent Technologies, Inc. (A) | 10.7K | $1.2M | $1.5M | 0.02% | -- | 2026-03-31 |
| 22 | JPM | J P Morgan Chase (JPM) | 4.0K | $1.2M | $1.4M | 0.02% | -- | 2026-03-31 |
| 23 | SCHW | Charles Schwab Corporation (SCHW) | 12.5K | $1.2M | $1.3M | 0.02% | -- | 2026-03-31 |
| 24 | TEX | Terex Corp (TEX) | 10.9K | $645K | $686K | 0.01% | -8,500 | 2026-03-31 |
| 25 | UNP | Union Pacific Corp (UNP) | 2.0K | $493K | $594K | 0.01% | -- | 2026-03-31 |
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