Filed: 4/26/2024ACC: 0001213900-24-036426
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $10.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$10.86B
Total AUM (reported)
119.67M
Total Shares
Allocation by class
COMMON$10.86B100.0%
Portfolio Concentration
Top 3$3.62B33.3%
4–10$5.45B50.2%
11–25$1.79B16.5%
Rest$640.4K0.0%
Top 3 weight
33.3%
Top 10 weight
83.5%
Voting Authority Distribution
Total shares with voting rights: 119.67M
Sole
Full voting authority
30.04M
shares
% of voting shares25.1%
Shared
Joint voting authority
89.63M
shares
% of voting shares74.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeShared · 74.9% of voting shares
Institutional Holdings27
Rows:
Lennar Corporation - A (LEN)
SOLEShares8.93M
TypeSH
Market value$1.54B
14.15%
Sole
2.15M
Shared
6.79M
None
0.00
General Motors Co (GM)
SOLEShares23.15M
TypeSH
Market value$1.05B
9.67%
Sole
5.53M
Shared
17.62M
None
0.00
Citigroup Inc (C)
SOLEShares16.29M
TypeSH
Market value$1.03B
9.49%
Sole
4.27M
Shared
12.03M
None
0.00
Goldman Sachs (GS)
SOLEShares2.30M
TypeSH
Market value$959.09M
8.83%
Sole
579.33K
Shared
1.72M
None
0.00
CRH PLC (CRH)
SOLEShares11.03M
TypeSH
Market value$951.34M
8.76%
Sole
3.01M
Shared
8.02M
None
0.00
J P Morgan Chase (JPM)
SOLEShares4.63M
TypeSH
Market value$926.66M
8.53%
Sole
1M
Shared
3.62M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.51M
TypeSH
Market value$713.20M
6.57%
Sole
2.12M
Shared
3.39M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.67M
TypeSH
Market value$684.01M
6.30%
Sole
1.37M
Shared
4.30M
None
0.00
Westrock CO (WRK)
SOLEShares12.64M
TypeSH
Market value$625.27M
5.76%
Sole
3.18M
Shared
9.46M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.59M
TypeSH
Market value$590.40M
5.44%
Sole
273.46K
Shared
3.31M
None
0.00
International Paper Co (IP)
SOLEShares10.17M
TypeSH
Market value$396.65M
3.65%
Sole
3.15M
Shared
7.02M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.48M
TypeSH
Market value$309.29M
2.85%
Sole
570.05K
Shared
1.91M
None
0.00
Lear Corporation (LEA)
SOLEShares1.80M
TypeSH
Market value$260.65M
2.40%
Sole
329.81K
Shared
1.47M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.85M
TypeSH
Market value$239.61M
2.21%
Sole
470.23K
Shared
1.38M
None
0.00
Avnet Inc (AVT)
SOLEShares3.86M
TypeSH
Market value$191.31M
1.76%
Sole
906.70K
Shared
2.95M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares826.90K
TypeSH
Market value$145.09M
1.34%
Sole
277.88K
Shared
549.03K
None
0.00
Terex Corp (TEX)
SOLEShares1.48M
TypeSH
Market value$95.07M
0.88%
Sole
108.60K
Shared
1.37M
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares516.80K
TypeSH
Market value$79.68M
0.73%
Sole
346.44K
Shared
170.35K
None
0.00
Genpact LTD (G)
SOLEShares1.09M
TypeSH
Market value$35.84M
0.33%
Sole
273.79K
Shared
813.85K
None
0.00
NOV INC (NOV)
SOLEShares1.80M
TypeSH
Market value$35.12M
0.32%
Sole
67.50K
Shared
1.73M
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.56M
0.01%
Sole
10.70K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares20K
TypeSH
Market value$1.45M
0.01%
Sole
20K
Shared
0.00
None
0.00
Morgan Stanley (MS)
SOLEShares10K
TypeSH
Market value$941.6K
<0.01%
Sole
10K
Shared
0.00
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$499.7K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B (BRK/B)
SOLEShares1K
TypeSH
Market value$420.9K
<0.01%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lennar Corporation - A (LEN)SOLE | COMMON | 8.93M | SH | $1.54B 14.15% | 2.15M | 6.79M | 0.00 |
General Motors Co (GM)SOLE | COMMON | 23.15M | SH | $1.05B 9.67% | 5.53M | 17.62M | 0.00 |
Citigroup Inc (C)SOLE | COMMON | 16.29M | SH | $1.03B 9.49% | 4.27M | 12.03M | 0.00 |
Goldman Sachs (GS)SOLE | COMMON | 2.30M | SH | $959.09M 8.83% | 579.33K | 1.72M | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 11.03M | SH | $951.34M 8.76% | 3.01M | 8.02M | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 4.63M | SH | $926.66M 8.53% | 1M | 3.62M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.51M | SH | $713.20M 6.57% | 2.12M | 3.39M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.67M | SH | $684.01M 6.30% | 1.37M | 4.30M | 0.00 |
Westrock CO (WRK)SOLE | COMMON | 12.64M | SH | $625.27M 5.76% | 3.18M | 9.46M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.59M | SH | $590.40M 5.44% | 273.46K | 3.31M | 0.00 |
International Paper Co (IP)SOLE | COMMON | 10.17M | SH | $396.65M 3.65% | 3.15M | 7.02M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.48M | SH | $309.29M 2.85% | 570.05K | 1.91M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.80M | SH | $260.65M 2.40% | 329.81K | 1.47M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.85M | SH | $239.61M 2.21% | 470.23K | 1.38M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.86M | SH | $191.31M 1.76% | 906.70K | 2.95M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 826.90K | SH | $145.09M 1.34% | 277.88K | 549.03K | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 1.48M | SH | $95.07M 0.88% | 108.60K | 1.37M | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 516.80K | SH | $79.68M 0.73% | 346.44K | 170.35K | 0.00 |
Genpact LTD (G)SOLE | COMMON | 1.09M | SH | $35.84M 0.33% | 273.79K | 813.85K | 0.00 |
NOV INC (NOV)SOLE | COMMON | 1.80M | SH | $35.12M 0.32% | 67.50K | 1.73M | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.56M 0.01% | 10.70K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 20K | SH | $1.45M 0.01% | 20K | 0.00 | 0.00 |
Morgan Stanley (MS)SOLE | COMMON | 10K | SH | $941.6K <0.01% | 10K | 0.00 | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $499.7K <0.01% | 2.03K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class B (BRK/B)SOLE | COMMON | 1K | SH | $420.9K <0.01% | 1K | 0.00 | 0.00 |
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