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) | 15.37% | Reduce −17.5% | 12,526,135 | $74.50 | $933M | −2,652,822 | −$301M |
| LEN - Lennar | 15.21% | Add +5.3% | 10,632,131 | $86.84 | $923M | +537,984 | −$114M |
| TOL - Toll Brothers (TOL) | 12.69% | Add +0.8% | 5,645,309 | $136.47 | $770M | +42,122 | +$13M |
| PHM - PulteGroup (PHM) | 10.65% | Reduce −0.7% | 5,497,109 | $117.61 | $647M | −37,319 | −$2M |
| DHI - D.R. Horton | 7.84% | Reduce −0.5% | 3,466,920 | $137.22 | $476M | −17,226 | −$26M |
| OSK - Oshkosh (OSK) | 6.14% | Add +0.4% | 2,531,005 | $147.21 | $373M | +9,709 | +$56M |
| ARW - Arrow Electronics (ARW) | 4.48% | Reduce −0.2% | 1,895,860 | $143.41 | $272M | −4,111 | +$63M |
| AVT - Avnet (AVT) | 3.98% | Reduce −0.2% | 3,920,512 | $61.62 | $242M | −8,354 | +$53M |
| BAX - Baxter | 3.96% | Add +33.8% | 14,307,688 | $16.80 | $240M | +3,614,465 | +$36M |
| SLB - SLB (SLB) | 3.95% | Add +0.1% | 4,664,577 | $51.39 | $240M | +3,750 | +$61M |
| ICLR - Icon (ICLR) | 3.65% | Add +11412.1% | 2,002,411 | $110.66 | $222M | +1,985,017 | +$218M |
| LEA - Lear (LEA) | 3.38% | Reduce −4.4% | 1,697,369 | $121.08 | $206M | −78,669 | +$2M |
| AVTR - Avantor (AVTR) | 2.92% | Add +10.2% | 22,593,838 | $7.84 | $177M | +2,093,185 | −$58M |
| NOV - NOV (NOV) | 1.78% | Add +0.1% | 5,751,338 | $18.81 | $108M | +6,200 | +$18M |
| VBIL — | 1.49% | Add +54.8% | 1,196,425 | $75.65 | $91M | +423,700 | +$32M |
| MTH - Meritage Homes (MTH) | 1.48% | Reduce −0.7% | 1,454,849 | $61.84 | $90M | −10,491 | −$6M |
| LEN.B — | 0.50% | Hold | 364,059 | $84.12 | $31M | — | — |
| TMHC - Taylor Morrison | 0.26% | Add +469.7% | 270,608 | $58.24 | $16M | +223,108 | +$13M |
| DNOW - DNOW (DNOW) | 0.16% | New | 824,487 | $11.91 | $10M | +824,487 | +$10M |
| CRH - CRH (CRH) | 0.03% | Reduce −12.5% | 17,500 | $105.12 | $2M | −2,500 | −$656K |
| A — | 0.02% | Hold | 10,700 | $113.98 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.02% | Hold | 4,000 | $294.16 | $1M | — | — |
| SCHW - The Charles Schwab | 0.02% | Hold | 12,500 | $93.98 | $1M | — | — |
| TEX - Terex (TEX) | 0.01% | Reduce −43.8% | 10,922 | $59.10 | $645K | −8,500 | −$391K |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $242.62 | $493K | — | — |
| G - Genpact (G) | 0.01% | Hold | 10,000 | $37.25 | $373K | — | — |
| STLA - Stellantis (STLA) | 0.00% | Add +2.8% | 37,000 | $7.09 | $262K | +1,000 | −$130K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRP - Millrose Properties (MRP) | 2.23% | Exit | 0 | $29.87 | $137M | −4,596,584 | −$137M |
| TFX - Teleflex (TFX) | 0.24% | Exit | 0 | $122.04 | $15M | −122,079 | −$15M |
| C - Citigroup (C) | 0.06% | Exit | 0 | $116.69 | $4M | −33,260 | −$4M |
| RHI - Robert Half (RHI) | 0.05% | Exit | 0 | $27.16 | $3M | −104,700 | −$3M |
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