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 | 19.98% | Add +1.3% | 9,087,186 | $187.48 | $1.7B | +114,654 | +$359M |
| GM - General Motors (GM) | 12.53% | Add +2.4% | 23,830,856 | $44.84 | $1.1B | +564,198 | −$12M |
| C - Citigroup (C) | 12.39% | Add +1.5% | 16,883,391 | $62.60 | $1.1B | +242,545 | +$872K |
| CRH - CRH (CRH) | 12.13% | Add +0.3% | 11,155,273 | $92.74 | $1B | +35,209 | +$201M |
| TOL - Toll Brothers (TOL) | 10.04% | Reduce −0.4% | 5,542,130 | $154.49 | $856M | −23,657 | +$215M |
| PHM - PulteGroup (PHM) | 9.41% | Add +0.3% | 5,593,179 | $143.53 | $803M | +16,871 | +$189M |
| DHI - D.R. Horton | 8.21% | Add 0.0% | 3,671,505 | $190.77 | $700M | +1,612 | +$183M |
| OSK - Oshkosh (OSK) | 2.98% | Add +0.8% | 2,536,484 | $100.21 | $254M | +19,442 | −$18M |
| ARW - Arrow Electronics (ARW) | 2.94% | Add +0.1% | 1,884,373 | $132.83 | $250M | +1,493 | +$23M |
| AVT - Avnet (AVT) | 2.50% | Add +0.1% | 3,924,652 | $54.31 | $213M | +2,314 | +$11M |
| LEA - Lear (LEA) | 2.33% | Add +0.2% | 1,819,646 | $109.15 | $199M | +2,766 | −$9M |
| MTH - Meritage Homes (MTH) | 1.79% | Reduce −3.6% | 744,363 | $205.07 | $153M | −27,790 | +$28M |
| TEX - Terex (TEX) | 0.93% | Add 0.0% | 1,499,843 | $52.91 | $79M | +172 | −$3M |
| LEN.B — | 0.74% | Reduce −24.5% | 364,331 | $172.94 | $63M | −118,419 | −$4M |
| G - Genpact (G) | 0.57% | Add +0.2% | 1,243,813 | $39.21 | $49M | +3,038 | +$9M |
| NOV - NOV (NOV) | 0.38% | Add +13.1% | 2,035,376 | $15.97 | $33M | +236,400 | −$2M |
| GS - Goldman Sachs (GS) | 0.05% | Reduce −84.2% | 9,040 | $495.11 | $4M | −48,219 | −$21M |
| IP - International Paper (IP) | 0.02% | Reduce −99.3% | 35,288 | $48.85 | $2M | −5,368,597 | −$231M |
| A — | 0.02% | Hold | 10,700 | $148.48 | $2M | — | — |
| SCHW - The Charles Schwab | 0.02% | Hold | 20,000 | $64.81 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.01% | Reduce −33.3% | 5,000 | $210.86 | $1M | −2,500 | −$463K |
| MS - Morgan Stanley (MS) | 0.01% | Hold | 10,000 | $104.24 | $1M | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $246.48 | $501K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Hold | 1,001 | $460.26 | $461K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MMM - 3M (MMM) | — | Exit | 0 | $102.20 | $242K | −2,368 | −$242K |
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