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) | 20.48% | Reduce −2.9% | 16,175,563 | $85.12 | $1.4B | −490,280 | +$194M |
| GM - General Motors (GM) | 17.32% | Reduce −0.5% | 23,654,358 | $49.21 | $1.2B | −125,702 | +$46M |
| LEN - Lennar | 15.62% | Add +0.6% | 9,493,585 | $110.61 | $1.1B | +53,630 | −$33M |
| TOL - Toll Brothers (TOL) | 9.51% | Add +0.7% | 5,601,916 | $114.13 | $639M | +39,334 | +$52M |
| PHM - PulteGroup (PHM) | 8.76% | Reduce −0.1% | 5,580,428 | $105.46 | $589M | −6,900 | +$14M |
| DHI - D.R. Horton | 7.06% | Add +0.2% | 3,681,063 | $128.92 | $475M | +6,300 | +$7M |
| OSK - Oshkosh (OSK) | 4.31% | Add 0.0% | 2,554,406 | $113.54 | $290M | +800 | +$50M |
| ARW - Arrow Electronics (ARW) | 3.63% | Reduce −0.1% | 1,912,699 | $127.43 | $244M | −1,058 | +$45M |
| MRP - Millrose Properties (MRP) | 3.35% | Reduce 0.0% | 7,887,516 | $28.51 | $225M | −501 | +$16M |
| AVT - Avnet (AVT) | 3.13% | Reduce −0.1% | 3,962,937 | $53.08 | $210M | −2,300 | +$20M |
| LEA - Lear (LEA) | 2.60% | Reduce −0.1% | 1,841,647 | $94.98 | $175M | −1,800 | +$12M |
| MTH - Meritage Homes (MTH) | 1.49% | Add +4.0% | 1,491,955 | $66.97 | $100M | +57,587 | −$2M |
| TEX - Terex (TEX) | 1.04% | Reduce −0.2% | 1,499,933 | $46.69 | $70M | −3,200 | +$13M |
| NOV - NOV (NOV) | 0.92% | Add +21.1% | 4,982,516 | $12.43 | $62M | +868,359 | −$685K |
| LEN.B — | 0.57% | Hold | 364,059 | $105.25 | $38M | — | — |
| ICLR - Icon (ICLR) | 0.04% | New | 17,633 | $145.45 | $3M | +17,633 | +$3M |
| CRH - CRH (CRH) | 0.04% | Hold | 26,937 | $91.80 | $2M | — | — |
| SCHW - The Charles Schwab | 0.03% | Hold | 20,000 | $91.24 | $2M | — | — |
| GS - Goldman Sachs (GS) | 0.03% | Hold | 2,500 | $707.75 | $2M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.02% | Hold | 5,000 | $289.91 | $1M | — | — |
| MS - Morgan Stanley (MS) | 0.02% | Hold | 10,000 | $140.86 | $1M | — | — |
| A — | 0.02% | Hold | 10,700 | $118.01 | $1M | — | — |
| G - Genpact (G) | 0.01% | Reduce −92.5% | 11,018 | $44.01 | $485K | −135,660 | −$7M |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $230.08 | $468K | — | — |
| STLA - Stellantis (STLA) | 0.01% | Add +20.0% | 36,000 | $10.03 | $361K | +6,000 | +$25K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BRK.B - Berkshire Hathaway · CLASS B | 0.01% | Exit | 0 | $532.47 | $533K | −1,001 | −$533K |
| RHI - Robert Half (RHI) | — | Exit | 0 | $54.47 | $207K | −3,800 | −$207K |
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