Filed: 10/2/2024ACC: 0001213900-24-084495
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $8.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$8.53B
Total AUM (reported)
91.91M
Total Shares
Allocation by class
COMMON$8.53B100.0%
Portfolio Concentration
Top 3$3.83B44.9%
4–10$4.11B48.2%
11–25$587.04M6.9%
Top 3 weight
44.9%
Top 10 weight
93.1%
Voting Authority Distribution
Total shares with voting rights: 91.91M
Sole
Full voting authority
23.77M
shares
% of voting shares25.9%
Shared
Joint voting authority
68.14M
shares
% of voting shares74.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeShared · 74.1% of voting shares
Institutional Holdings24
Rows:
Lennar Corporation - A (LEN)
SOLEShares9.09M
TypeSH
Market value$1.70B
19.98%
Sole
2.38M
Shared
6.71M
None
0.00
General Motors Co (GM)
SOLEShares23.83M
TypeSH
Market value$1.07B
12.53%
Sole
6.06M
Shared
17.77M
None
0.00
Citigroup Inc (C)
SOLEShares16.88M
TypeSH
Market value$1.06B
12.39%
Sole
4.80M
Shared
12.09M
None
0.00
CRH PLC (CRH)
SOLEShares11.16M
TypeSH
Market value$1.03B
12.13%
Sole
3.27M
Shared
7.89M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.54M
TypeSH
Market value$856.20M
10.04%
Sole
2.15M
Shared
3.40M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.59M
TypeSH
Market value$802.79M
9.41%
Sole
1.40M
Shared
4.19M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.67M
TypeSH
Market value$700.41M
8.21%
Sole
314.76K
Shared
3.36M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.54M
TypeSH
Market value$254.18M
2.98%
Sole
576.95K
Shared
1.96M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.88M
TypeSH
Market value$250.30M
2.94%
Sole
471.23K
Shared
1.41M
None
0.00
Avnet Inc (AVT)
SOLEShares3.92M
TypeSH
Market value$213.15M
2.50%
Sole
906.70K
Shared
3.02M
None
0.00
Lear Corporation (LEA)
SOLEShares1.82M
TypeSH
Market value$198.61M
2.33%
Sole
331.85K
Shared
1.49M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares744.36K
TypeSH
Market value$152.65M
1.79%
Sole
255.28K
Shared
489.08K
None
0.00
Terex Corp (TEX)
SOLEShares1.50M
TypeSH
Market value$79.36M
0.93%
Sole
108.60K
Shared
1.39M
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.33K
TypeSH
Market value$63.01M
0.74%
Sole
235.09K
Shared
129.24K
None
0.00
Genpact LTD (G)
SOLEShares1.24M
TypeSH
Market value$48.77M
0.57%
Sole
364.87K
Shared
878.95K
None
0.00
NOV INC (NOV)
SOLEShares2.04M
TypeSH
Market value$32.50M
0.38%
Sole
67.50K
Shared
1.97M
None
0.00
Goldman Sachs (GS)
SOLEShares9.04K
TypeSH
Market value$4.48M
0.05%
Sole
8K
Shared
1.04K
None
0.00
International Paper Co (IP)
SOLEShares35.29K
TypeSH
Market value$1.72M
0.02%
Sole
35.29K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.59M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares20K
TypeSH
Market value$1.30M
0.02%
Sole
20K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares5K
TypeSH
Market value$1.05M
0.01%
Sole
5K
Shared
0.00
None
0.00
Morgan Stanley (MS)
SOLEShares10K
TypeSH
Market value$1.04M
0.01%
Sole
10K
Shared
0.00
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$500.8K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B (BRK/B)
SOLEShares1K
TypeSH
Market value$460.7K
<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 | 9.09M | SH | $1.70B 19.98% | 2.38M | 6.71M | 0.00 |
General Motors Co (GM)SOLE | COMMON | 23.83M | SH | $1.07B 12.53% | 6.06M | 17.77M | 0.00 |
Citigroup Inc (C)SOLE | COMMON | 16.88M | SH | $1.06B 12.39% | 4.80M | 12.09M | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 11.16M | SH | $1.03B 12.13% | 3.27M | 7.89M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.54M | SH | $856.20M 10.04% | 2.15M | 3.40M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.59M | SH | $802.79M 9.41% | 1.40M | 4.19M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.67M | SH | $700.41M 8.21% | 314.76K | 3.36M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.54M | SH | $254.18M 2.98% | 576.95K | 1.96M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.88M | SH | $250.30M 2.94% | 471.23K | 1.41M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.92M | SH | $213.15M 2.50% | 906.70K | 3.02M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.82M | SH | $198.61M 2.33% | 331.85K | 1.49M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 744.36K | SH | $152.65M 1.79% | 255.28K | 489.08K | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 1.50M | SH | $79.36M 0.93% | 108.60K | 1.39M | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.33K | SH | $63.01M 0.74% | 235.09K | 129.24K | 0.00 |
Genpact LTD (G)SOLE | COMMON | 1.24M | SH | $48.77M 0.57% | 364.87K | 878.95K | 0.00 |
NOV INC (NOV)SOLE | COMMON | 2.04M | SH | $32.50M 0.38% | 67.50K | 1.97M | 0.00 |
Goldman Sachs (GS)SOLE | COMMON | 9.04K | SH | $4.48M 0.05% | 8K | 1.04K | 0.00 |
International Paper Co (IP)SOLE | COMMON | 35.29K | SH | $1.72M 0.02% | 35.29K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.59M 0.02% | 10.70K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 20K | SH | $1.30M 0.02% | 20K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 5K | SH | $1.05M 0.01% | 5K | 0.00 | 0.00 |
Morgan Stanley (MS)SOLE | COMMON | 10K | SH | $1.04M 0.01% | 10K | 0.00 | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $500.8K <0.01% | 2.03K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class B (BRK/B)SOLE | COMMON | 1K | SH | $460.7K <0.01% | 1K | 0.00 | 0.00 |