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) | 14.21% | Add +5.4% | 2,216,011 | $297.02 | $658M | +114,111 | −$36M |
| LEN - Lennar | 14.20% | Add +24.8% | 9,320,767 | $70.57 | $658M | +1,851,157 | +$51M |
| JPM - J P Morgan Chase (JPM) | 11.02% | Add +600.7% | 4,533,856 | $112.61 | $511M | +3,886,845 | +$422M |
| GM - General Motors (GM) | 9.94% | Add +0.6% | 14,495,199 | $31.76 | $460M | +90,930 | −$170M |
| WHR - Whirlpool (WHR) | 9.47% | Reduce 0.0% | 2,833,509 | $154.87 | $439M | −100 | −$51M |
| WRK - Westrock (WRK) | 7.59% | Add +23.0% | 8,829,104 | $39.84 | $352M | +1,652,804 | +$14M |
| C - Citigroup (C) | 6.51% | Add +22.2% | 6,563,620 | $45.99 | $302M | +1,191,580 | +$15M |
| DHI - D.R. Horton | 5.43% | Add +421.5% | 3,803,532 | $66.19 | $252M | +3,074,147 | +$197M |
| TOL - Toll Brothers (TOL) | 5.16% | Add +2.8% | 5,357,903 | $44.60 | $239M | +145,700 | −$6M |
| IP - International Paper (IP) | 4.51% | Reduce 0.0% | 4,994,325 | $41.83 | $209M | −1,000 | −$22M |
| PHM - PulteGroup (PHM) | 3.63% | New | 4,242,740 | $39.63 | $168M | +4,242,740 | +$168M |
| SWK - Stanley Black | 2.99% | Add +614.7% | 1,321,002 | $104.86 | $139M | +1,136,179 | +$113M |
| LEA - Lear (LEA) | 2.09% | Add +412.4% | 770,210 | $125.89 | $97M | +619,900 | +$76M |
| MTH - Meritage Homes (MTH) | 1.15% | New | 734,559 | $72.50 | $53M | +734,559 | +$53M |
| LEN.B — | 0.73% | Add +16.2% | 574,964 | $58.71 | $34M | +79,996 | −$75K |
| CRH — | 0.57% | New | 752,445 | $34.82 | $26M | +752,445 | +$26M |
| PSQ - Proshares Short QQQ (PSQ) | 0.31% | Hold | 1,005,000 | $14.40 | $14M | — | — |
| SH - Proshares Short S&P500 (SH) | 0.25% | Hold | 695,000 | $16.50 | $11M | — | — |
| ALV - Autoliv (ALV) | 0.08% | New | 53,330 | $71.57 | $4M | +53,330 | +$4M |
| MDC - M D C (MDC) | 0.07% | Add +312.8% | 103,210 | $32.31 | $3M | +78,210 | +$2M |
| A — | 0.03% | Hold | 10,700 | $118.79 | $1M | — | — |
| SCHW - The Charles Schwab | 0.03% | Hold | 20,000 | $63.20 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.02% | Hold | 10,000 | $76.10 | $761K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $213.09 | $433K | — | — |
| MMM - 3M (MMM) | 0.01% | Hold | 2,500 | $129.60 | $324K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Hold | 1,001 | $272.73 | $273K | — | — |
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