Holders — by stockHoldings — by fund
GREENHAVEN ASSOCIATES INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000846222
$8.66B
disclosed book value
28
positions
11.8%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 11.3M | $1.02B | 11.8% |
| 2 | General Motors Co (GM) | 12.9M | $992.3M | 11.5% |
| 3 | TOLToll Brothers, Inc. (TOL) | 5.6M | $927.6M | 10.7% |
| 4 | BDXBecton Dickinson & Co (BDX) | 5.7M | $859.8M | 9.9% |
| 5 | PHMPulteGroup Inc. (PHM) | 5.5M | $748.6M | 8.6% |
| 6 | DHID R Horton, Inc. (DHI) | 3.5M | $571.0M | 6.6% |
| 7 | Icon Plc (ICLR) | 3.1M | $538.6M | 6.2% |
| 8 | Accenture Plc (ACN) | 3.4M | $421.2M | 4.9% |
| 9 | OSKOshkosh Corp (OSK) | 2.6M | $392.7M | 4.5% |
| 10 | ARWArrow Electronics Inc (ARW) | 1.8M | $376.5M | 4.3% |
| 11 | AVTAvnet Inc (AVT) | 3.8M | $335.1M | 3.9% |
| 12 | BAXBaxter International Inc (BAX) | 14.3M | $304.6M | 3.5% |
| 13 | AVTRAvantor Inc (AVTR) | 24.6M | $243.9M | 2.8% |
| 14 | LEALear Corporation (LEA) | 1.5M | $195.2M | 2.3% |
| 15 | SLBSLB Ltd (SLB) | 3.8M | $176.8M | 2% |
| 16 | IQVIqvia Hldgs Inc (IQV) | 768,045 | $148.4M | 1.7% |
| 17 | MTHMeritage Homes Corp (MTH) | 1.3M | $108.8M | 1.3% |
| 18 | NOVNov Inc (NOV) | 5.6M | $104.3M | 1.2% |
| 19 | DNOWDnow Inc (DNOW) | 4.3M | $56.3M | 0.7% |
| 20 | VBILVanguard 0-3M T-Bill ETF (VBIL) | 662,000 | $50.1M | 0.6% |
| 21 | EPAMEpam Sys Inc (EPAM) | 587,300 | $46.6M | 0.5% |
| 22 | LEN/BLennar Corporation - B SHS (LEN/B) | 364,059 | $32.3M | 0.4% |
| 23 | CRH Plc (CRH) | 17,500 | $1.9M | 0% |
| 24 | AAgilent Technologies, Inc. (A) | 10,700 | $1.4M | 0% |
| 25 | SCHWCharles Schwab Corporation (SCHW) | 12,500 | $1.2M | 0% |
| 26 | JPMJ P Morgan Chase (JPM) | 2,500 | $818,325 | 0% |
| 27 | UNPUnion Pacific Corp (UNP) | 2,032 | $552,704 | 0% |
| 28 | Genpact LTD (G) | 10,000 | $275,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.