Manager

GREENHAVEN ASSOCIATES INC

All 13F filings

SEC filing name
GREENHAVEN ASSOCIATES INC
Location
Purchase, NY
CIK
0000846222
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 4/6/2026 · 27 long positions · top 12 shown

  1. General Motors Co (GM) - GM 15.4%
  2. Lennar Corporation - A (LEN) - LEN 15.2%
  3. Toll Brothers, Inc. (TOL) - TOL 12.7%
  4. PulteGroup Inc. (PHM) - PHM 10.6%
  5. D R Horton, Inc. (DHI) - DHI 7.8%
  6. Oshkosh Corp (OSK) - OSK 6.1%
  7. Arrow Electronics Inc (ARW) - ARW 4.5%
  8. Avnet Inc (AVT) - AVT 4.0%
  9. Baxter International Inc (BAX) - BAX 4.0%
  10. SLB LTD (SLB) - SLB 3.9%
  11. Icon PLC (ICLR) - ICLR 3.7%
  12. Lear Corporation (LEA) - LEA 3.4%
  13. Other 8.7%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 4/6/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Reduce General Motors Co (GM) -2,652,822 -4.64 pp
Add Icon PLC (ICLR) +1,985,017 +3.60 pp
Exit Millrose Properties (MRP) -4,596,584 -2.23 pp
Add Lennar Corporation - A (LEN) +537,984 -1.61 pp
Reduce Arrow Electronics Inc (ARW) -4,111 +1.09 pp
Add SLB LTD (SLB) +3,750 +1.05 pp
Add Avantor Inc (AVTR) +2,093,185 -0.89 pp
Add Oshkosh Corp (OSK) +9,709 +1.00 pp
Reduce Avnet Inc (AVT) -8,354 +0.92 pp
Add Baxter International Inc (BAX) +3,614,465 +0.65 pp
Add Vanguard 0-3M T-Bill ETF (VBIL) +423,700 +0.55 pp
Reduce D R Horton, Inc. (DHI) -17,226 -0.30 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000121390026040342 Q1 2026 27 6,071,579,036 13F-HR 4/6/2026 GREENHAVEN ASSOCIATES INC
000121390026002117 Q4 2025 30 6,170,050,440 13F-HR 1/7/2026 GREENHAVEN ASSOCIATES INC
000121390025105801 Q3 2025 27 6,575,476,539 13F-HR 11/4/2025 GREENHAVEN ASSOCIATES INC
000121390025061983 Q2 2025 25 6,721,573,525 13F-HR 7/8/2025 GREENHAVEN ASSOCIATES INC
000121390025027816 Q1 2025 26 6,293,956,530 13F-HR 4/2/2025 GREENHAVEN ASSOCIATES INC
000121390025004393 Q4 2024 24 6,760,008,557 13F-HR 1/17/2025 GREENHAVEN ASSOCIATES INC
000121390024084495 Q3 2024 24 8,527,759,998 13F-HR 10/2/2024 GREENHAVEN ASSOCIATES INC
000121390024061218 Q2 2024 25 7,611,096,756 13F-HR 7/15/2024 GREENHAVEN ASSOCIATES INC
000121390024036426 Q1 2024 27 10,860,504,532 13F-HR 4/26/2024 GREENHAVEN ASSOCIATES INC
000121390024002203 Q4 2023 27 9,379,353,063 13F-HR 1/9/2024 GREENHAVEN ASSOCIATES INC
000101376223000744 Q3 2023 29 7,713,098,807 13F-HR 10/3/2023 GREENHAVEN ASSOCIATES INC
000121390023056683 Q2 2023 29 7,530,846,804 13F-HR 7/13/2023 GREENHAVEN ASSOCIATES INC
000121390023026907 Q1 2023 32 6,443,492,127 13F-HR 4/4/2023 GREENHAVEN ASSOCIATES INC
000121390023001958 Q4 2022 32 5,632,804,030 13F-HR 1/10/2023 GREENHAVEN ASSOCIATES INC
000121390022062120 Q3 2022 31 4,753,218 13F-HR 10/5/2022 GREENHAVEN ASSOCIATES INC
000121390022043205 Q2 2022 27 4,633,340 13F-HR 8/1/2022 GREENHAVEN ASSOCIATES INC
000121390022023839 Q1 2022 22 3,771,039 13F-HR 5/4/2022 GREENHAVEN ASSOCIATES INC
000089109222000099 Q4 2021 21 3,954,781 13F-HR 1/18/2022 GREENHAVEN ASSOCIATES INC
000089109221006789 Q3 2021 19 2,999,559 13F-HR 10/12/2021 GREENHAVEN ASSOCIATES INC
000089109221005820 Q2 2021 20 3,421,965 13F-HR 8/2/2021 GREENHAVEN ASSOCIATES INC
000089109221004414 Q1 2021 24 4,425,114 13F-HR 5/13/2021 GREENHAVEN ASSOCIATES INC
000089109221000828 Q4 2020 28 5,310,486 13F-HR 2/3/2021 GREENHAVEN ASSOCIATES INC
000089109220011555 Q3 2020 28 4,550,895 13F-HR 10/23/2020 GREENHAVEN ASSOCIATES INC
000089109220009085 Q2 2020 34 4,517,006 13F-HR 7/31/2020 GREENHAVEN ASSOCIATES INC
000089109220006289 Q1 2020 27 2,687,411 13F-HR 5/7/2020 GREENHAVEN ASSOCIATES INC
000089109220000545 Q4 2019 20 4,482,962 13F-HR 1/10/2020 GREENHAVEN ASSOCIATES INC
000089109219012259 Q3 2019 22 4,946,101 13F-HR 11/8/2019 GREENHAVEN ASSOCIATES INC
000089109219008291 Q2 2019 25 5,729,867 13F-HR 8/7/2019 GREENHAVEN ASSOCIATES INC
000089109219005502 Q1 2019 24 5,629,197 13F-HR 5/3/2019 GREENHAVEN ASSOCIATES INC