Featured 13F manager
Greenhaven Associates Inc.
Purchase, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $8.7B
- 28 Positions
- 2026 Q2
- +42.6% QoQ
- Top 5 52.5%
Portfolio
top 5 52.5% · top 10 79.1%
- LEN - Lennar 11.8%
- GM - General Motors (GM) 11.5%
- TOL - Toll Brothers (TOL) 10.7%
- BDX - Becton Dickinson & (BDX) 9.9%
- PHM - PulteGroup (PHM) 8.6%
- DHI - D.R. Horton 6.6%
- ICLR - Icon (ICLR) 6.2%
- ACN - Accenture (ACN) 4.9%
- OSK - Oshkosh (OSK) 4.5%
- ARW - Arrow Electronics (ARW) 4.4%
- AVT - Avnet (AVT) 3.9%
- BAX - Baxter 3.5%
- Other 13.5%
AUM over time
Book
| GS - Goldman Sachs (GS) | 25.40% | Hold | 2,015,314 | $378.03 | $762M |
| LEN - Lennar | 21.87% | Hold | 7,002,894 | $93.68 | $656M |
| WHR - Whirlpool (WHR) | 18.82% | Hold | 2,768,920 | $203.86 | $564M |
| GM - General Motors (GM) | 18.26% | Hold | 10,392,979 | $52.71 | $548M |
| TOL - Toll Brothers (TOL) | 9.59% | Hold | 5,203,596 | $55.29 | $288M |
| DHI - D.R. Horton | 2.13% | Hold | 761,945 | $83.97 | $64M |
| LEN.B — | 1.17% | Hold | 452,834 | $77.59 | $35M |
| MS - Morgan Stanley (MS) | 0.87% | Hold | 267,090 | $97.31 | $26M |
| LEA - Lear (LEA) | 0.79% | Hold | 152,210 | $156.48 | $24M |
| PSQ - Proshares Short QQQ (PSQ) | 0.41% | Hold | 1,005,000 | $12.19 | $12M |
| SH - Proshares Short S&P500 (SH) | 0.35% | Hold | 695,000 | $15.23 | $11M |
| SCHW - The Charles Schwab | 0.10% | Hold | 41,987 | $72.83 | $3M |
| A — | 0.06% | Hold | 10,700 | $157.57 | $2M |
| CF - Cf Industries | 0.06% | Hold | 30,000 | $55.83 | $2M |
| MDC - M D C (MDC) | 0.04% | Hold | 25,000 | $46.72 | $1M |
| JPM - J P Morgan Chase (JPM) | 0.03% | Hold | 5,000 | $163.60 | $818K |
| BRK.B - Berkshire Hathaway · CLASS B | 0.02% | Hold | 2,501 | $273.09 | $683K |
| MMM - 3M (MMM) | 0.01% | Hold | 2,500 | $175.60 | $439K |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $195.87 | $398K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 28 | $8.7B | +42.6% | 13F-HR | 7/28/2026 | 000121390026082192 |
| 2026 Q1 | 27 | $6.1B | −1.6% | 13F-HR | 4/6/2026 | 000121390026040342 |
| 2025 Q4 | 30 | $6.2B | −6.2% | 13F-HR | 1/7/2026 | 000121390026002117 |
| 2025 Q3 | 27 | $6.6B | −2.2% | 13F-HR | 11/4/2025 | 000121390025105801 |
| 2025 Q2 | 25 | $6.7B | +6.8% | 13F-HR | 7/8/2025 | 000121390025061983 |
| 2025 Q1 | 26 | $6.3B | −6.9% | 13F-HR | 4/2/2025 | 000121390025027816 |
| 2024 Q4 | 24 | $6.8B | −20.7% | 13F-HR | 1/17/2025 | 000121390025004393 |
| 2024 Q3 | 24 | $8.5B | +12.0% | 13F-HR | 10/2/2024 | 000121390024084495 |
| 2024 Q2 | 25 | $7.6B | −29.9% | 13F-HR | 7/15/2024 | 000121390024061218 |
| 2024 Q1 | 27 | $10.9B | +15.8% | 13F-HR | 4/26/2024 | 000121390024036426 |
| 2023 Q4 | 27 | $9.4B | +21.6% | 13F-HR | 1/9/2024 | 000121390024002203 |
| 2023 Q3 | 29 | $7.7B | +2.4% | 13F-HR | 10/3/2023 | 000101376223000744 |
| 2023 Q2 | 29 | $7.5B | +16.9% | 13F-HR | 7/13/2023 | 000121390023056683 |
| 2023 Q1 | 32 | $6.4B | +14.4% | 13F-HR | 4/4/2023 | 000121390023026907 |
| 2022 Q4 | 32 | $5.6B | +18.5% | 13F-HR | 1/10/2023 | 000121390023001958 |
| 2022 Q3 | 31 | $4.8B | +2.6% | 13F-HR | 10/5/2022 | 000121390022062120 |
| 2022 Q2 | 27 | $4.6B | +22.9% | 13F-HR | 8/1/2022 | 000121390022043205 |
| 2022 Q1 | 22 | $3.8B | −4.7% | 13F-HR | 5/4/2022 | 000121390022023839 |
| 2021 Q4 | 21 | $4B | +31.8% | 13F-HR | 1/18/2022 | 000089109222000099 |
| 2021 Q3 | 19 | $3B | — | 13F-HR | 10/12/2021 | 000089109221006789 |
About
GREENHAVEN ASSOCIATES INC
20 processed 13Fs on this site · 2021 Q3–2026 Q2