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) | 18.40% | Add +3.8% | 2,101,900 | $330.10 | $694M | +76,735 | −$81M |
| GM - General Motors (GM) | 16.71% | Add +9.6% | 14,404,269 | $43.74 | $630M | +1,257,335 | −$141M |
| LEN - Lennar | 16.08% | Add +3.8% | 7,469,610 | $81.17 | $606M | +274,308 | −$229M |
| WHR - Whirlpool (WHR) | 12.98% | Reduce 0.0% | 2,833,609 | $172.78 | $490M | −916 | −$176M |
| WRK - Westrock (WRK) | 8.95% | New | 7,176,300 | $47.03 | $338M | +7,176,300 | +$338M |
| C - Citigroup (C) | 7.61% | Add +18.7% | 5,372,040 | $53.40 | $287M | +844,900 | +$13M |
| TOL - Toll Brothers (TOL) | 6.50% | Add +0.4% | 5,212,203 | $47.02 | $245M | +19,407 | −$131M |
| IP - International Paper (IP) | 6.11% | Add +196.0% | 4,995,325 | $46.15 | $231M | +3,307,625 | +$151M |
| JPM - J P Morgan Chase (JPM) | 2.34% | Add +12840.2% | 647,011 | $136.32 | $88M | +642,011 | +$87M |
| DHI - D.R. Horton | 1.44% | Reduce −1.1% | 729,385 | $74.51 | $54M | −7,900 | −$26M |
| LEN.B — | 0.90% | Add +9.7% | 494,968 | $68.35 | $34M | +43,920 | −$9M |
| SWK - Stanley Black | 0.69% | New | 184,823 | $139.79 | $26M | +184,823 | +$26M |
| LEA - Lear (LEA) | 0.57% | Reduce −0.3% | 150,310 | $142.59 | $21M | −500 | −$6M |
| PSQ - Proshares Short QQQ (PSQ) | 0.31% | Hold | 1,005,000 | $11.58 | $12M | — | — |
| SH - Proshares Short S&P500 (SH) | 0.26% | Hold | 695,000 | $14.09 | $10M | — | — |
| SCHW - The Charles Schwab | 0.04% | Reduce −11.1% | 20,000 | $84.30 | $2M | −2,500 | −$206K |
| A — | 0.04% | Hold | 10,700 | $132.34 | $1M | — | — |
| MDC - M D C (MDC) | 0.03% | Hold | 25,000 | $37.84 | $946K | — | — |
| MS - Morgan Stanley (MS) | 0.02% | Hold | 10,000 | $87.40 | $874K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $273.13 | $555K | — | — |
| MMM - 3M (MMM) | 0.01% | Hold | 2,500 | $148.80 | $372K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Reduce −60.0% | 1,001 | $352.65 | $353K | −1,500 | −$395K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Perkinelmer | 0.01% | Exit | 0 | $201.00 | $201K | −1,000 | −$201K |
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