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 | 15.09% | Reduce −0.4% | 9,066,250 | $125.31 | $1.1B | −35,138 | +$179M |
| GM - General Motors (GM) | 11.28% | Add +8.8% | 22,036,218 | $38.56 | $850M | +1,774,100 | +$107M |
| GS - Goldman Sachs (GS) | 9.75% | Add +2.3% | 2,275,566 | $322.54 | $734M | +50,768 | +$6M |
| JPM - J P Morgan Chase (JPM) | 9.28% | Add +1.4% | 4,806,904 | $145.44 | $699M | +68,120 | +$82M |
| C - Citigroup (C) | 6.71% | Add +8.8% | 10,970,910 | $46.04 | $505M | +889,450 | +$32M |
| PHM - PulteGroup (PHM) | 5.97% | Add +2.6% | 5,783,350 | $77.68 | $449M | +144,960 | +$121M |
| TOL - Toll Brothers (TOL) | 5.81% | Add +3.6% | 5,537,947 | $79.07 | $438M | +191,012 | +$117M |
| DHI - D.R. Horton | 5.81% | Reduce −1.6% | 3,594,442 | $121.69 | $437M | −57,581 | +$81M |
| WRK - Westrock (WRK) | 5.23% | Add +6.9% | 13,561,470 | $29.07 | $394M | +874,750 | +$8M |
| WHR - Whirlpool (WHR) | 4.17% | Reduce −0.7% | 2,111,930 | $148.79 | $314M | −14,860 | +$33M |
| IP - International Paper (IP) | 3.85% | Add +43.3% | 9,123,905 | $31.81 | $290M | +2,758,480 | +$61M |
| LEA - Lear (LEA) | 3.45% | Add +4.7% | 1,809,030 | $143.55 | $260M | +80,480 | +$19M |
| ARW - Arrow Electronics (ARW) | 2.85% | Add +122.9% | 1,498,038 | $143.23 | $215M | +826,051 | +$131M |
| OSK - Oshkosh (OSK) | 2.71% | Add +20.5% | 2,357,828 | $86.59 | $204M | +400,519 | +$41M |
| AVT - Avnet (AVT) | 2.44% | Add +15.4% | 3,642,489 | $50.45 | $184M | +484,986 | +$41M |
| CRH — | 1.55% | Add +21.7% | 2,090,525 | $55.73 | $117M | +372,480 | +$29M |
| MTH - Meritage Homes (MTH) | 1.53% | Add +0.1% | 810,891 | $142.27 | $115M | +440 | +$21M |
| LEN.B — | 0.86% | Reduce −0.7% | 573,294 | $112.98 | $65M | −3,875 | +$13M |
| TEX - Terex (TEX) | 0.59% | New | 739,010 | $59.83 | $44M | +739,010 | +$44M |
| BAC - Bank of America | 0.47% | Reduce −0.4% | 1,244,500 | $28.69 | $36M | −5,000 | −$31K |
| GIL - Gildan Activewear (GIL) | 0.45% | Reduce −4.1% | 1,045,840 | $32.24 | $34M | −44,260 | −$2M |
| ALV - Autoliv (ALV) | 0.09% | Hold | 78,040 | $85.04 | $7M | — | — |
| A — | 0.02% | Hold | 10,700 | $120.25 | $1M | — | — |
| SCHW - The Charles Schwab | 0.02% | Hold | 20,000 | $56.68 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.01% | Hold | 10,000 | $85.40 | $854K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $204.62 | $416K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.00% | Hold | 1,001 | $341.00 | $341K | — | — |
| FTI - Technipfmc (FTI) | 0.00% | Hold | 15,500 | $16.62 | $258K | — | — |
| MMM - 3M (MMM) | 0.00% | Hold | 2,368 | $100.09 | $237K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| F - Ford Motor (F) | 1.09% | Exit | 0 | $12.60 | $70M | −5,576,500 | −$70M |
| MDC - M D C (MDC) | 0.04% | Exit | 0 | $38.87 | $3M | −66,559 | −$3M |
| SWK - Stanley Black | 0.02% | Exit | 0 | $80.60 | $1M | −14,430 | −$1M |
| BIL — | 0.01% | Exit | 0 | $91.78 | $491K | −5,350 | −$491K |
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