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 | 14.37% | Add +0.7% | 9,042,711 | $149.04 | $1.3B | +60,461 | +$340M |
| GS - Goldman Sachs (GS) | 9.59% | Reduce −0.1% | 2,330,477 | $385.77 | $899M | −3,460 | +$144M |
| C - Citigroup (C) | 8.84% | Add +22.4% | 16,113,305 | $51.44 | $829M | +2,948,512 | +$287M |
| GM - General Motors (GM) | 8.82% | Add +3.7% | 23,038,258 | $35.92 | $828M | +818,270 | +$95M |
| JPM - J P Morgan Chase (JPM) | 8.57% | Add +0.1% | 4,723,504 | $170.10 | $803M | +4,500 | +$119M |
| CRH - CRH (CRH) | 8.22% | Add +0.9% | 11,141,937 | $69.16 | $771M | +103,510 | +$166M |
| PHM - PulteGroup (PHM) | 6.30% | Add +0.4% | 5,726,368 | $103.22 | $591M | +24,350 | +$169M |
| TOL - Toll Brothers (TOL) | 6.08% | Reduce −0.2% | 5,544,987 | $102.79 | $570M | −8,920 | +$159M |
| WRK - Westrock (WRK) | 5.94% | Reduce −0.8% | 13,410,621 | $41.52 | $557M | −109,149 | +$73M |
| DHI - D.R. Horton | 5.75% | Add +1.0% | 3,547,948 | $151.98 | $539M | +34,366 | +$162M |
| IP - International Paper (IP) | 3.79% | Add +0.3% | 9,835,395 | $36.15 | $356M | +25,640 | +$8M |
| OSK - Oshkosh (OSK) | 2.85% | Add +0.5% | 2,469,789 | $108.41 | $268M | +11,100 | +$33M |
| LEA - Lear (LEA) | 2.70% | Add +0.2% | 1,792,860 | $141.21 | $253M | +3,030 | +$13M |
| ARW - Arrow Electronics (ARW) | 2.38% | Add +3.9% | 1,826,528 | $122.25 | $223M | +69,400 | +$3M |
| AVT - Avnet (AVT) | 2.06% | Add +1.7% | 3,834,799 | $50.40 | $193M | +62,710 | +$11M |
| MTH - Meritage Homes (MTH) | 1.54% | Add +1.6% | 826,791 | $174.20 | $144M | +12,841 | +$44M |
| TEX - Terex (TEX) | 0.89% | Add +101.5% | 1,456,700 | $57.46 | $84M | +733,690 | +$42M |
| LEN.B — | 0.81% | Add +0.1% | 569,409 | $134.05 | $76M | +385 | +$18M |
| NOV - NOV (NOV) | 0.34% | Add +1.8% | 1,590,400 | $20.28 | $32M | +28,500 | −$390K |
| G - Genpact (G) | 0.11% | New | 302,805 | $34.71 | $11M | +302,805 | +$11M |
| A — | 0.02% | Hold | 10,700 | $139.03 | $1M | — | — |
| SCHW - The Charles Schwab | 0.01% | Hold | 20,000 | $68.80 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.01% | Hold | 10,000 | $93.25 | $933K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $245.62 | $499K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.00% | Hold | 1,001 | $356.66 | $357K | — | — |
| FTI - Technipfmc (FTI) | 0.00% | Hold | 15,500 | $20.14 | $312K | — | — |
| MMM - 3M (MMM) | 0.00% | Hold | 2,368 | $109.32 | $259K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WHR - Whirlpool (WHR) | 2.75% | Exit | 0 | $133.70 | $212M | −1,585,070 | −$212M |
| GIL - Gildan Activewear (GIL) | 0.20% | Exit | 0 | $28.01 | $16M | −561,734 | −$16M |
| ALV - Autoliv (ALV) | 0.05% | Exit | 0 | $96.49 | $4M | −40,285 | −$4M |
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