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) | 21.39% | Reduce −2.5% | 23,064,358 | $60.97 | $1.4B | −590,000 | +$242M |
| LEN - Lennar | 18.50% | Add +1.7% | 9,653,394 | $126.04 | $1.2B | +159,809 | +$167M |
| TOL - Toll Brothers (TOL) | 11.72% | Reduce −0.4% | 5,580,969 | $138.14 | $771M | −20,947 | +$132M |
| PHM - PulteGroup (PHM) | 11.19% | Reduce −0.2% | 5,569,828 | $132.13 | $736M | −10,600 | +$147M |
| DHI - D.R. Horton | 9.38% | Reduce −1.2% | 3,637,763 | $169.47 | $616M | −43,300 | +$142M |
| OSK - Oshkosh (OSK) | 4.98% | Reduce −1.1% | 2,526,606 | $129.70 | $328M | −27,800 | +$38M |
| ARW - Arrow Electronics (ARW) | 3.49% | Reduce −0.7% | 1,898,399 | $121.00 | $230M | −14,300 | −$14M |
| AVTR - Avantor (AVTR) | 3.48% | New | 18,311,570 | $12.48 | $229M | +18,311,570 | +$229M |
| AVT - Avnet (AVT) | 3.12% | Reduce −0.9% | 3,928,937 | $52.28 | $205M | −34,000 | −$5M |
| LEA - Lear (LEA) | 2.75% | Reduce −2.5% | 1,795,824 | $100.61 | $181M | −45,823 | +$6M |
| MRP - Millrose Properties (MRP) | 2.35% | Reduce −41.7% | 4,601,273 | $33.61 | $155M | −3,286,243 | −$70M |
| BAX - Baxter | 2.18% | New | 6,288,349 | $22.77 | $143M | +6,288,349 | +$143M |
| MTH - Meritage Homes (MTH) | 1.60% | Reduce −2.6% | 1,452,954 | $72.43 | $105M | −39,001 | +$5M |
| NOV - NOV (NOV) | 1.16% | Add +15.4% | 5,747,682 | $13.25 | $76M | +765,166 | +$14M |
| TEX - Terex (TEX) | 1.15% | Reduce −1.5% | 1,477,733 | $51.30 | $76M | −22,200 | +$6M |
| LEN.B — | 0.66% | Hold | 364,059 | $119.99 | $44M | — | — |
| VBIL — | 0.57% | New | 500,000 | $75.62 | $38M | +500,000 | +$38M |
| C - Citigroup (C) | 0.13% | Reduce −99.5% | 83,273 | $101.50 | $8M | −16,092,290 | −$1.4B |
| ICLR - Icon (ICLR) | 0.05% | Reduce −1.3% | 17,409 | $175.00 | $3M | −224 | +$482K |
| CRH - CRH (CRH) | 0.05% | Reduce −7.2% | 25,000 | $119.90 | $3M | −1,937 | +$525K |
| SCHW - The Charles Schwab | 0.02% | Reduce −25.0% | 15,000 | $95.47 | $1M | −5,000 | −$393K |
| A — | 0.02% | Hold | 10,700 | $128.35 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.02% | Reduce −20.0% | 4,000 | $315.43 | $1M | −1,000 | −$188K |
| GS - Goldman Sachs (GS) | 0.01% | Reduce −60.0% | 1,000 | $796.35 | $796K | −1,500 | −$973K |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $236.37 | $480K | — | — |
| G - Genpact (G) | 0.01% | Reduce −9.2% | 10,000 | $41.89 | $419K | −1,018 | −$66K |
| STLA - Stellantis (STLA) | 0.01% | Hold | 36,000 | $9.34 | $336K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MS - Morgan Stanley (MS) | 0.02% | Exit | 0 | $140.90 | $1M | −10,000 | −$1M |
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