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
Latest book
| LEN - Lennar | 11.82% | Add +6.4% | 11,316,279 | $90.49 | $1B | +684,148 | +$101M |
| GM - General Motors (GM) | 11.46% | Add +2.8% | 12,873,506 | $77.08 | $992M | +347,371 | +$59M |
| TOL - Toll Brothers (TOL) | 10.71% | Reduce −0.3% | 5,630,109 | $164.75 | $928M | −15,200 | +$157M |
| BDX - Becton Dickinson & (BDX) | 9.93% | New | 5,681,708 | $151.33 | $860M | +5,681,708 | +$860M |
| PHM - PulteGroup (PHM) | 8.64% | Reduce −0.7% | 5,455,949 | $137.21 | $749M | −41,160 | +$102M |
| DHI - D.R. Horton | 6.59% | Add +1.1% | 3,505,800 | $162.88 | $571M | +38,880 | +$95M |
| ICLR - Icon (ICLR) | 6.22% | Add +54.8% | 3,100,615 | $173.71 | $539M | +1,098,204 | +$317M |
| ACN - Accenture (ACN) | 4.86% | New | 3,384,681 | $124.44 | $421M | +3,384,681 | +$421M |
| OSK - Oshkosh (OSK) | 4.53% | Add +1.1% | 2,558,680 | $153.48 | $393M | +27,675 | +$20M |
| ARW - Arrow Electronics (ARW) | 4.35% | Reduce −6.9% | 1,764,153 | $213.41 | $376M | −131,707 | +$105M |
| AVT - Avnet (AVT) | 3.87% | Reduce −3.8% | 3,772,861 | $88.82 | $335M | −147,651 | +$94M |
| BAX - Baxter | 3.52% | Reduce −0.2% | 14,285,228 | $21.32 | $305M | −22,460 | +$64M |
| AVTR - Avantor (AVTR) | 2.82% | Add +9.0% | 24,637,310 | $9.90 | $244M | +2,043,472 | +$67M |
| LEA - Lear (LEA) | 2.25% | Reduce −14.2% | 1,455,933 | $134.06 | $195M | −241,436 | −$10M |
| SLB - SLB (SLB) | 2.04% | Reduce −18.5% | 3,802,344 | $46.49 | $177M | −862,233 | −$63M |
| IQV - IQVIA | 1.71% | New | 768,045 | $193.22 | $148M | +768,045 | +$148M |
| MTH - Meritage Homes (MTH) | 1.26% | Reduce −10.8% | 1,297,494 | $83.85 | $109M | −157,355 | +$19M |
| NOV - Nov (NOV) | 1.20% | Reduce −2.3% | 5,620,019 | $18.55 | $104M | −131,319 | −$4M |
| DNOW - Dnow (DNOW) | 0.65% | Add +426.8% | 4,343,617 | $12.97 | $56M | +3,519,130 | +$47M |
| VBIL — | 0.58% | Reduce −44.7% | 662,000 | $75.68 | $50M | −534,425 | −$40M |
| EPAM - Epam Sys (EPAM) | 0.54% | New | 587,300 | $79.35 | $47M | +587,300 | +$47M |
| LEN.B — | 0.37% | Hold | 364,059 | $88.71 | $32M | — | — |
| CRH - CRH (CRH) | 0.02% | Hold | 17,500 | $107.00 | $2M | — | — |
| A — | 0.02% | Hold | 10,700 | $132.83 | $1M | — | — |
| SCHW - The Charles Schwab | 0.01% | Hold | 12,500 | $92.27 | $1M | — | — |
| JPM - J P Morgan Chase (JPM) | 0.01% | Reduce −37.5% | 2,500 | $327.33 | $818K | −1,500 | −$358K |
| UNP - Union Pacific (UNP) | 0.01% | Hold | 2,032 | $272.00 | $553K | — | — |
| G - Genpact (G) | 0.00% | Hold | 10,000 | $27.50 | $275K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TMHC - Taylor Morrison | 0.26% | Exit | 0 | $58.24 | $16M | −270,608 | −$16M |
| TEX - Terex (TEX) | 0.01% | Exit | 0 | $59.06 | $645K | −10,922 | −$645K |
| STLA - Stellantis (STLA) | — | Exit | 0 | $7.08 | $262K | −37,000 | −$262K |
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