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) | 20.01% | Reduce −34.2% | 15,178,957 | $81.32 | $1.2B | −7,885,401 | −$172M |
| LEN - Lennar | 16.82% | Add +4.6% | 10,094,147 | $102.80 | $1B | +440,753 | −$179M |
| TOL - Toll Brothers (TOL) | 12.28% | Add +0.4% | 5,603,187 | $135.22 | $758M | +22,218 | −$13M |
| PHM - PulteGroup (PHM) | 10.52% | Reduce −0.6% | 5,534,428 | $117.26 | $649M | −35,400 | −$87M |
| DHI - D.R. Horton | 8.13% | Reduce −4.2% | 3,484,146 | $144.03 | $502M | −153,617 | −$115M |
| OSK - Oshkosh (OSK) | 5.13% | Reduce −0.2% | 2,521,296 | $125.63 | $317M | −5,310 | −$11M |
| AVTR - Avantor (AVTR) | 3.81% | Add +12.0% | 20,500,653 | $11.46 | $235M | +2,189,083 | +$6M |
| ARW - Arrow Electronics (ARW) | 3.39% | Add +0.1% | 1,899,971 | $110.18 | $209M | +1,572 | −$20M |
| BAX - Baxter | 3.31% | Add +70.0% | 10,693,223 | $19.11 | $204M | +4,404,874 | +$61M |
| LEA - Lear (LEA) | 3.30% | Reduce −1.1% | 1,776,038 | $114.60 | $204M | −19,786 | +$23M |
| AVT - Avnet (AVT) | 3.06% | Reduce 0.0% | 3,928,866 | $48.08 | $189M | −71 | −$17M |
| SLB - SLB (SLB) | 2.90% | New | 4,660,827 | $38.38 | $179M | +4,660,827 | +$179M |
| MRP - Millrose Properties (MRP) | 2.23% | Reduce −0.1% | 4,596,584 | $29.87 | $137M | −4,689 | −$17M |
| MTH - Meritage Homes (MTH) | 1.56% | Add +0.9% | 1,465,340 | $65.80 | $96M | +12,386 | −$9M |
| NOV - NOV (NOV) | 1.46% | Reduce 0.0% | 5,745,138 | $15.63 | $90M | −2,544 | +$14M |
| VBIL — | 0.94% | Add +54.5% | 772,725 | $75.43 | $58M | +272,725 | +$20M |
| LEN.B — | 0.56% | Hold | 364,059 | $95.12 | $35M | — | — |
| TFX - Teleflex (TFX) | 0.24% | New | 122,079 | $122.04 | $15M | +122,079 | +$15M |
| C - Citigroup (C) | 0.06% | Reduce −60.1% | 33,260 | $116.69 | $4M | −50,013 | −$5M |
| ICLR - Icon (ICLR) | 0.05% | Reduce −0.1% | 17,394 | $182.22 | $3M | −15 | +$123K |
| RHI - Robert Half (RHI) | 0.05% | New | 104,700 | $27.16 | $3M | +104,700 | +$3M |
| TMHC - Taylor Morrison | 0.05% | New | 47,500 | $58.87 | $3M | +47,500 | +$3M |
| CRH - CRH (CRH) | 0.04% | Reduce −20.0% | 20,000 | $124.80 | $2M | −5,000 | −$502K |
| A — | 0.02% | Hold | 10,700 | $136.07 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.02% | Hold | 4,000 | $322.22 | $1M | — | — |
| SCHW - The Charles Schwab | 0.02% | Reduce −16.7% | 12,500 | $99.91 | $1M | −2,500 | −$183K |
| TEX - Terex (TEX) | 0.02% | Reduce −98.7% | 19,422 | $53.38 | $1M | −1,458,311 | −$75M |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $231.32 | $470K | — | — |
| G - Genpact (G) | 0.01% | Hold | 10,000 | $46.78 | $468K | — | — |
| STLA - Stellantis (STLA) | 0.01% | Hold | 36,000 | $10.89 | $392K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GS - Goldman Sachs (GS) | 0.01% | Exit | 0 | $796.00 | $796K | −1,000 | −$796K |
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