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 | 13.07% | Reduce −0.9% | 8,982,250 | $112.23 | $1B | −84,000 | −$128M |
| GS - Goldman Sachs (GS) | 9.79% | Add +2.6% | 2,333,937 | $323.57 | $755M | +58,371 | +$21M |
| GM - General Motors (GM) | 9.50% | Add +0.8% | 22,219,988 | $32.97 | $733M | +183,770 | −$117M |
| JPM - J P Morgan Chase (JPM) | 8.87% | Reduce −1.8% | 4,719,004 | $145.02 | $684M | −87,900 | −$15M |
| CRH - CRH (CRH) | 7.83% | New | 11,038,427 | $54.73 | $604M | +11,038,427 | +$604M |
| C - Citigroup (C) | 7.02% | Add +20.0% | 13,164,793 | $41.13 | $541M | +2,193,883 | +$36M |
| WRK - Westrock (WRK) | 6.28% | Reduce −0.3% | 13,519,770 | $35.80 | $484M | −41,700 | +$90M |
| PHM - PulteGroup (PHM) | 5.47% | Reduce −1.4% | 5,702,018 | $74.05 | $422M | −81,332 | −$27M |
| TOL - Toll Brothers (TOL) | 5.33% | Add +0.3% | 5,553,907 | $73.96 | $411M | +15,960 | −$27M |
| DHI - D.R. Horton | 4.90% | Reduce −2.2% | 3,513,582 | $107.47 | $378M | −80,860 | −$60M |
| IP - International Paper (IP) | 4.51% | Add +7.5% | 9,809,755 | $35.47 | $348M | +685,850 | +$58M |
| LEA - Lear (LEA) | 3.11% | Reduce −1.1% | 1,789,830 | $134.20 | $240M | −19,200 | −$19M |
| OSK - Oshkosh (OSK) | 3.04% | Add +4.3% | 2,458,689 | $95.43 | $235M | +100,861 | +$30M |
| ARW - Arrow Electronics (ARW) | 2.85% | Add +17.3% | 1,757,128 | $125.24 | $220M | +259,090 | +$5M |
| WHR - Whirlpool (WHR) | 2.75% | Reduce −24.9% | 1,585,070 | $133.70 | $212M | −526,860 | −$102M |
| AVT - Avnet (AVT) | 2.36% | Add +3.6% | 3,772,089 | $48.19 | $182M | +129,600 | −$2M |
| MTH - Meritage Homes (MTH) | 1.29% | Add +0.4% | 813,950 | $122.39 | $100M | +3,059 | −$16M |
| LEN.B — | 0.75% | Reduce −0.7% | 569,024 | $102.23 | $58M | −4,270 | −$7M |
| TEX - Terex (TEX) | 0.54% | Reduce −2.2% | 723,010 | $57.62 | $42M | −16,000 | −$3M |
| NOV - NOV (NOV) | 0.42% | New | 1,561,900 | $20.90 | $33M | +1,561,900 | +$33M |
| GIL - Gildan Activewear (GIL) | 0.20% | Reduce −46.3% | 561,734 | $28.01 | $16M | −484,106 | −$18M |
| ALV - Autoliv (ALV) | 0.05% | Reduce −48.4% | 40,285 | $96.48 | $4M | −37,755 | −$3M |
| A — | 0.02% | Hold | 10,700 | $111.82 | $1M | — | — |
| SCHW - The Charles Schwab | 0.01% | Hold | 20,000 | $54.90 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.01% | Hold | 10,000 | $81.67 | $817K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $203.63 | $414K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.00% | Hold | 1,001 | $350.30 | $351K | — | — |
| FTI - Technipfmc (FTI) | 0.00% | Hold | 15,500 | $20.34 | $315K | — | — |
| MMM - 3M (MMM) | 0.00% | Hold | 2,368 | $93.62 | $222K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CRH — | 1.55% | Exit | 0 | $55.73 | $117M | −2,090,525 | −$117M |
| BAC - Bank of America | 0.47% | Exit | 0 | $28.69 | $36M | −1,244,500 | −$36M |
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