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
| GM - General Motors (GM) | 18.69% | Reduce −0.5% | 23,723,444 | $53.27 | $1.3B | −107,412 | +$195M |
| LEN - Lennar | 18.49% | Add +0.9% | 9,164,735 | $136.37 | $1.2B | +77,549 | −$454M |
| C - Citigroup (C) | 17.57% | Reduce −0.1% | 16,870,765 | $70.39 | $1.2B | −12,626 | +$131M |
| TOL - Toll Brothers (TOL) | 10.32% | Reduce −0.1% | 5,536,503 | $125.95 | $697M | −5,627 | −$159M |
| PHM - PulteGroup (PHM) | 9.00% | Reduce −0.2% | 5,584,228 | $108.90 | $608M | −8,951 | −$195M |
| DHI - D.R. Horton | 7.59% | Add 0.0% | 3,671,563 | $139.82 | $513M | +58 | −$187M |
| OSK - Oshkosh (OSK) | 3.59% | Add +0.6% | 2,552,106 | $95.07 | $243M | +15,622 | −$12M |
| ARW - Arrow Electronics (ARW) | 3.19% | Add +1.1% | 1,904,857 | $113.12 | $215M | +20,484 | −$35M |
| AVT - Avnet (AVT) | 3.07% | Add +1.0% | 3,962,837 | $52.32 | $207M | +38,185 | −$6M |
| LEA - Lear (LEA) | 2.58% | Add +1.2% | 1,842,247 | $94.70 | $174M | +22,601 | −$24M |
| MTH - Meritage Homes (MTH) | 1.68% | Reduce −0.7% | 739,013 | $153.82 | $114M | −5,350 | −$39M |
| TEX - Terex (TEX) | 1.03% | Add +0.2% | 1,503,133 | $46.22 | $69M | +3,290 | −$10M |
| CRH - CRH (CRH) | 0.86% | Reduce −94.3% | 631,793 | $92.52 | $58M | −10,523,480 | −$976M |
| G - Genpact (G) | 0.78% | Reduce −1.1% | 1,230,338 | $42.95 | $53M | −13,475 | +$4M |
| LEN.B — | 0.71% | Reduce −0.1% | 364,059 | $132.15 | $48M | −272 | −$15M |
| NOV - NOV (NOV) | 0.71% | Add +61.7% | 3,291,042 | $14.60 | $48M | +1,255,666 | +$16M |
| IP - International Paper (IP) | 0.03% | Hold | 35,288 | $53.82 | $2M | — | — |
| SCHW - The Charles Schwab | 0.02% | Hold | 20,000 | $74.01 | $1M | — | — |
| A — | 0.02% | Hold | 10,700 | $134.34 | $1M | — | — |
| GS - Goldman Sachs (GS) | 0.02% | Reduce −72.3% | 2,500 | $572.62 | $1M | −6,540 | −$3M |
| MS - Morgan Stanley (MS) | 0.02% | Hold | 10,000 | $125.72 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.02% | Hold | 5,000 | $239.71 | $1M | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $228.04 | $463K | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Hold | 1,001 | $453.28 | $454K | — | — |
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