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 | 14.15% | Reduce −1.2% | 8,933,457 | $171.98 | $1.5B | −109,254 | +$189M |
| GM - General Motors (GM) | 9.67% | Add +0.5% | 23,154,158 | $45.35 | $1.1B | +115,900 | +$223M |
| C - Citigroup (C) | 9.49% | Add +1.1% | 16,291,760 | $63.24 | $1B | +178,455 | +$201M |
| GS - Goldman Sachs (GS) | 8.83% | Reduce −1.5% | 2,296,177 | $417.69 | $959M | −34,300 | +$60M |
| CRH - CRH (CRH) | 8.76% | Reduce −1.0% | 11,028,797 | $86.26 | $951M | −113,140 | +$181M |
| JPM - J P Morgan Chase (JPM) | 8.53% | Reduce −2.1% | 4,626,384 | $200.30 | $927M | −97,120 | +$123M |
| TOL - Toll Brothers (TOL) | 6.57% | Reduce −0.6% | 5,512,894 | $129.37 | $713M | −32,093 | +$143M |
| PHM - PulteGroup (PHM) | 6.30% | Reduce −1.0% | 5,670,818 | $120.62 | $684M | −55,550 | +$93M |
| WRK - Westrock (WRK) | 5.76% | Reduce −5.7% | 12,644,411 | $49.45 | $625M | −766,210 | +$68M |
| DHI - D.R. Horton | 5.44% | Add +1.1% | 3,587,993 | $164.55 | $590M | +40,045 | +$51M |
| IP - International Paper (IP) | 3.65% | Add +3.4% | 10,165,385 | $39.02 | $397M | +329,990 | +$41M |
| OSK - Oshkosh (OSK) | 2.85% | Add +0.4% | 2,480,089 | $124.71 | $309M | +10,300 | +$42M |
| LEA - Lear (LEA) | 2.40% | Add +0.3% | 1,799,060 | $144.88 | $261M | +6,200 | +$7M |
| ARW - Arrow Electronics (ARW) | 2.21% | Add +1.3% | 1,850,828 | $129.46 | $240M | +24,300 | +$16M |
| AVT - Avnet (AVT) | 1.76% | Add +0.6% | 3,858,537 | $49.58 | $191M | +23,738 | −$2M |
| MTH - Meritage Homes (MTH) | 1.34% | Add 0.0% | 826,905 | $175.46 | $145M | +114 | +$1M |
| TEX - Terex (TEX) | 0.88% | Add +1.3% | 1,476,300 | $64.40 | $95M | +19,600 | +$11M |
| LEN.B — | 0.73% | Reduce −9.2% | 516,800 | $154.18 | $80M | −52,609 | +$3M |
| G - Genpact (G) | 0.33% | Add +259.2% | 1,087,635 | $32.95 | $36M | +784,830 | +$25M |
| NOV - NOV (NOV) | 0.32% | Add +13.1% | 1,798,976 | $19.52 | $35M | +208,576 | +$3M |
| A — | 0.01% | Hold | 10,700 | $145.51 | $2M | — | — |
| SCHW - The Charles Schwab | 0.01% | Hold | 20,000 | $72.34 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.01% | Hold | 10,000 | $94.16 | $942K | — | — |
| UNP - Union Pacific (UNP) | 0.00% | Hold | 2,032 | $245.93 | $500K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.00% | Hold | 1,001 | $420.52 | $421K | — | — |
| FTI - Technipfmc (FTI) | 0.00% | Hold | 15,500 | $25.11 | $389K | — | — |
| MMM - 3M (MMM) | 0.00% | Hold | 2,368 | $106.07 | $251K | — | — |
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