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
| C - Citigroup (C) | 18.80% | Reduce −1.2% | 16,665,843 | $70.99 | $1.2B | −204,922 | −$4M |
| GM - General Motors (GM) | 17.77% | Add +0.2% | 23,780,060 | $47.03 | $1.1B | +56,616 | −$145M |
| LEN - Lennar | 17.22% | Add +3.0% | 9,439,955 | $114.78 | $1.1B | +275,220 | −$166M |
| TOL - Toll Brothers (TOL) | 9.33% | Add +0.5% | 5,562,582 | $105.59 | $587M | +26,079 | −$110M |
| PHM - PulteGroup (PHM) | 9.13% | Add +0.1% | 5,587,328 | $102.80 | $574M | +3,100 | −$34M |
| DHI - D.R. Horton | 7.42% | Add +0.1% | 3,674,763 | $127.13 | $467M | +3,200 | −$46M |
| OSK - Oshkosh (OSK) | 3.82% | Add +0.1% | 2,553,606 | $94.08 | $240M | +1,500 | −$2M |
| MRP - Millrose Properties (MRP) | 3.32% | New | 7,888,017 | $26.51 | $209M | +7,888,017 | +$209M |
| ARW - Arrow Electronics (ARW) | 3.16% | Add +0.5% | 1,913,757 | $103.83 | $199M | +8,900 | −$17M |
| AVT - Avnet (AVT) | 3.03% | Add +0.1% | 3,965,237 | $48.09 | $191M | +2,400 | −$17M |
| LEA - Lear (LEA) | 2.58% | Add +0.1% | 1,843,447 | $88.22 | $163M | +1,200 | −$12M |
| MTH - Meritage Homes (MTH) | 1.62% | Add +94.1% | 1,434,368 | $70.88 | $102M | +695,355 | −$12M |
| NOV - NOV (NOV) | 0.99% | Add +25.0% | 4,114,157 | $15.22 | $63M | +823,115 | +$15M |
| TEX - Terex (TEX) | 0.90% | Hold | 1,503,133 | $37.78 | $57M | — | — |
| LEN.B — | 0.63% | Hold | 364,059 | $109.07 | $40M | — | — |
| G - Genpact (G) | 0.12% | Reduce −88.1% | 146,678 | $50.38 | $7M | −1,083,660 | −$45M |
| CRH - CRH (CRH) | 0.04% | Reduce −95.7% | 26,937 | $87.97 | $2M | −604,856 | −$56M |
| SCHW - The Charles Schwab | 0.02% | Hold | 20,000 | $78.28 | $2M | — | — |
| GS - Goldman Sachs (GS) | 0.02% | Hold | 2,500 | $546.29 | $1M | — | — |
| A — | 0.02% | Hold | 10,700 | $116.98 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.02% | Hold | 5,000 | $245.30 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.02% | Hold | 10,000 | $116.67 | $1M | — | — |
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Hold | 1,001 | $532.58 | $533K | — | — |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $236.24 | $480K | — | — |
| STLA - Stellantis (STLA) | 0.01% | New | 30,000 | $11.21 | $336K | +30,000 | +$336K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IP - International Paper (IP) | 0.03% | Exit | 0 | $53.81 | $2M | −35,288 | −$2M |
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