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 | 17.67% | Add +0.4% | 8,972,532 | $149.87 | $1.3B | +39,075 | −$192M |
| GM - General Motors (GM) | 14.20% | Add +0.5% | 23,266,658 | $46.46 | $1.1B | +112,500 | +$31M |
| C - Citigroup (C) | 13.87% | Add +2.1% | 16,640,846 | $63.46 | $1.1B | +349,086 | +$26M |
| CRH - CRH (CRH) | 10.95% | Add +0.8% | 11,120,064 | $74.98 | $834M | +91,267 | −$118M |
| TOL - Toll Brothers (TOL) | 8.42% | Add +1.0% | 5,565,787 | $115.18 | $641M | +52,893 | −$72M |
| PHM - PulteGroup (PHM) | 8.07% | Reduce −1.7% | 5,576,308 | $110.10 | $614M | −94,510 | −$70M |
| DHI - D.R. Horton | 6.80% | Add +2.3% | 3,669,893 | $140.93 | $517M | +81,900 | −$73M |
| OSK - Oshkosh (OSK) | 3.58% | Add +1.5% | 2,517,042 | $108.20 | $272M | +36,953 | −$37M |
| IP - International Paper (IP) | 3.06% | Reduce −46.8% | 5,403,885 | $43.15 | $233M | −4,761,500 | −$163M |
| ARW - Arrow Electronics (ARW) | 2.99% | Add +1.7% | 1,882,880 | $120.76 | $227M | +32,052 | −$12M |
| LEA - Lear (LEA) | 2.73% | Add +1.0% | 1,816,880 | $114.21 | $208M | +17,820 | −$53M |
| AVT - Avnet (AVT) | 2.65% | Add +1.7% | 3,922,338 | $51.49 | $202M | +63,801 | +$11M |
| MTH - Meritage Homes (MTH) | 1.64% | Reduce −6.6% | 772,153 | $161.85 | $125M | −54,752 | −$20M |
| TEX - Terex (TEX) | 1.08% | Add +1.6% | 1,499,671 | $54.84 | $82M | +23,371 | −$13M |
| LEN.B — | 0.88% | Reduce −6.6% | 482,750 | $139.43 | $67M | −34,050 | −$12M |
| G - Genpact (G) | 0.52% | Add +14.1% | 1,240,775 | $32.19 | $40M | +153,140 | +$4M |
| NOV - NOV (NOV) | 0.45% | Hold | 1,798,976 | $19.01 | $34M | — | — |
| GS - Goldman Sachs (GS) | 0.34% | Reduce −97.5% | 57,259 | $452.32 | $26M | −2,238,918 | −$933M |
| JPM - J P Morgan Chase (JPM) | 0.02% | Reduce −99.8% | 7,500 | $202.26 | $2M | −4,618,884 | −$925M |
| SCHW - The Charles Schwab | 0.02% | Hold | 20,000 | $73.69 | $1M | — | — |
| A — | 0.02% | Hold | 10,700 | $129.63 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.01% | Hold | 10,000 | $97.19 | $972K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $226.26 | $460K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Hold | 1,001 | $406.80 | $407K | — | — |
| MMM - 3M (MMM) | 0.00% | Hold | 2,368 | $102.19 | $242K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WRK - Westrock (WRK) | 5.76% | Exit | 0 | $49.45 | $625M | −12,644,411 | −$625M |
| FTI - Technipfmc (FTI) | — | Exit | 0 | $25.10 | $389K | −15,500 | −$389K |
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