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
| LEN - Lennar | 14.62% | Reduce 0.0% | 9,319,777 | $74.55 | $695M | −990 | +$37M |
| GS - Goldman Sachs (GS) | 13.62% | Reduce −0.3% | 2,208,989 | $293.05 | $647M | −7,022 | −$11M |
| JPM - J P Morgan Chase (JPM) | 10.60% | Add +6.3% | 4,820,984 | $104.50 | $504M | +287,128 | −$7M |
| GM - General Motors (GM) | 10.01% | Add +2.3% | 14,825,942 | $32.09 | $476M | +330,743 | +$15M |
| WHR - Whirlpool (WHR) | 8.03% | Reduce −0.1% | 2,831,979 | $134.81 | $382M | −1,530 | −$57M |
| WRK - Westrock (WRK) | 6.46% | Add +12.7% | 9,946,624 | $30.89 | $307M | +1,117,520 | −$45M |
| C - Citigroup (C) | 6.33% | Add +10.1% | 7,225,570 | $41.67 | $301M | +661,950 | −$771K |
| DHI - D.R. Horton | 5.36% | Reduce −0.6% | 3,780,303 | $67.35 | $255M | −23,229 | +$3M |
| TOL - Toll Brothers (TOL) | 4.74% | Add 0.0% | 5,359,803 | $42.00 | $225M | +1,900 | −$14M |
| PHM - PulteGroup (PHM) | 4.19% | Add +25.0% | 5,305,310 | $37.50 | $199M | +1,062,570 | +$31M |
| IP - International Paper (IP) | 3.32% | Reduce −0.2% | 4,982,725 | $31.70 | $158M | −11,600 | −$51M |
| OSK - Oshkosh (OSK) | 2.57% | New | 1,739,974 | $70.29 | $122M | +1,739,974 | +$122M |
| LEA - Lear (LEA) | 2.50% | Add +28.8% | 992,204 | $119.69 | $119M | +221,994 | +$22M |
| SWK - Stanley Black | 2.10% | Add +0.4% | 1,326,357 | $75.21 | $100M | +5,355 | −$39M |
| CRH — | 1.22% | Add +138.5% | 1,794,955 | $32.23 | $58M | +1,042,510 | +$32M |
| MTH - Meritage Homes (MTH) | 1.17% | Add +8.0% | 792,985 | $70.27 | $56M | +58,426 | +$2M |
| AVT - Avnet (AVT) | 1.02% | New | 1,342,470 | $36.12 | $48M | +1,342,470 | +$48M |
| LEN.B — | 0.71% | Reduce −0.8% | 570,117 | $59.51 | $34M | −4,847 | +$172K |
| GIL - Gildan Activewear (GIL) | 0.56% | New | 946,400 | $28.27 | $27M | +946,400 | +$27M |
| PSQ - Proshares Short QQQ (PSQ) | 0.32% | Hold | 1,005,000 | $14.92 | $15M | — | — |
| SH - Proshares Short S&P500 (SH) | 0.25% | Hold | 695,000 | $17.28 | $12M | — | — |
| ALV - Autoliv (ALV) | 0.12% | Add +61.8% | 86,290 | $66.64 | $6M | +32,960 | +$2M |
| MDC - M D C (MDC) | 0.06% | Reduce −1.1% | 102,100 | $27.42 | $3M | −1,110 | −$535K |
| SCHW - The Charles Schwab | 0.03% | Hold | 20,000 | $71.85 | $1M | — | — |
| A — | 0.03% | Hold | 10,700 | $121.59 | $1M | — | — |
| BIL — | 0.02% | New | 11,910 | $91.60 | $1M | +11,910 | +$1M |
| MS - Morgan Stanley (MS) | 0.02% | Hold | 10,000 | $79.00 | $790K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $194.88 | $396K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Hold | 1,001 | $266.73 | $267K | — | — |
| MMM - 3M (MMM) | 0.01% | Reduce −5.3% | 2,368 | $110.64 | $262K | −132 | −$62K |
| FTI - Technipfmc (FTI) | 0.00% | Reduce −16.7% | 15,500 | $8.45 | $131K | −3,100 | +$6K |
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