Filed: 1/17/2025ACC: 0001213900-25-004393
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $6.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$6.76B
Total AUM (reported)
82.66M
Total Shares
Allocation by class
COMMON$6.76B100.0%
Portfolio Concentration
Top 3$3.70B54.7%
4–10$2.66B39.3%
11–25$400.23M5.9%
Top 3 weight
54.7%
Top 10 weight
94.1%
Voting Authority Distribution
Total shares with voting rights: 82.66M
Sole
Full voting authority
20.84M
shares
% of voting shares25.2%
Shared
Joint voting authority
61.82M
shares
% of voting shares74.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeShared · 74.8% of voting shares
Institutional Holdings24
Rows:
General Motors Co (GM)
SOLEShares23.72M
TypeSH
Market value$1.26B
18.69%
Sole
6.04M
Shared
17.68M
None
0.00
Lennar Corporation - A (LEN)
SOLEShares9.16M
TypeSH
Market value$1.25B
18.49%
Sole
2.38M
Shared
6.78M
None
0.00
Citigroup Inc (C)
SOLEShares16.87M
TypeSH
Market value$1.19B
17.57%
Sole
4.79M
Shared
12.08M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.54M
TypeSH
Market value$697.32M
10.32%
Sole
2.15M
Shared
3.39M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.58M
TypeSH
Market value$608.12M
9.00%
Sole
1.40M
Shared
4.18M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.67M
TypeSH
Market value$513.36M
7.59%
Sole
314.76K
Shared
3.36M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.55M
TypeSH
Market value$242.63M
3.59%
Sole
576.95K
Shared
1.98M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.90M
TypeSH
Market value$215.48M
3.19%
Sole
472.73K
Shared
1.43M
None
0.00
Avnet Inc (AVT)
SOLEShares3.96M
TypeSH
Market value$207.34M
3.07%
Sole
906.70K
Shared
3.06M
None
0.00
Lear Corporation (LEA)
SOLEShares1.84M
TypeSH
Market value$174.46M
2.58%
Sole
331.85K
Shared
1.51M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares739.01K
TypeSH
Market value$113.67M
1.68%
Sole
252.28K
Shared
486.73K
None
0.00
Terex Corp (TEX)
SOLEShares1.50M
TypeSH
Market value$69.47M
1.03%
Sole
108.60K
Shared
1.39M
None
0.00
CRH PLC (CRH)
SOLEShares631.79K
TypeSH
Market value$58.45M
0.86%
Sole
236.11K
Shared
395.68K
None
0.00
Genpact LTD (G)
SOLEShares1.23M
TypeSH
Market value$52.84M
0.78%
Sole
362.85K
Shared
867.49K
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$48.11M
0.71%
Sole
235.09K
Shared
128.97K
None
0.00
NOV INC (NOV)
SOLEShares3.29M
TypeSH
Market value$48.05M
0.71%
Sole
187.50K
Shared
3.10M
None
0.00
International Paper Co (IP)
SOLEShares35.29K
TypeSH
Market value$1.90M
0.03%
Sole
35.29K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares20K
TypeSH
Market value$1.48M
0.02%
Sole
20K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.44M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
Goldman Sachs (GS)
SOLEShares2.50K
TypeSH
Market value$1.43M
0.02%
Sole
2.50K
Shared
0.00
None
0.00
Morgan Stanley (MS)
SOLEShares10K
TypeSH
Market value$1.26M
0.02%
Sole
10K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares5K
TypeSH
Market value$1.20M
0.02%
Sole
5K
Shared
0.00
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$463.4K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B (BRK/B)
SOLEShares1K
TypeSH
Market value$453.7K
<0.01%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
General Motors Co (GM)SOLE | COMMON | 23.72M | SH | $1.26B 18.69% | 6.04M | 17.68M | 0.00 |
Lennar Corporation - A (LEN)SOLE | COMMON | 9.16M | SH | $1.25B 18.49% | 2.38M | 6.78M | 0.00 |
Citigroup Inc (C)SOLE | COMMON | 16.87M | SH | $1.19B 17.57% | 4.79M | 12.08M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.54M | SH | $697.32M 10.32% | 2.15M | 3.39M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.58M | SH | $608.12M 9.00% | 1.40M | 4.18M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.67M | SH | $513.36M 7.59% | 314.76K | 3.36M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.55M | SH | $242.63M 3.59% | 576.95K | 1.98M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.90M | SH | $215.48M 3.19% | 472.73K | 1.43M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.96M | SH | $207.34M 3.07% | 906.70K | 3.06M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.84M | SH | $174.46M 2.58% | 331.85K | 1.51M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 739.01K | SH | $113.67M 1.68% | 252.28K | 486.73K | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 1.50M | SH | $69.47M 1.03% | 108.60K | 1.39M | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 631.79K | SH | $58.45M 0.86% | 236.11K | 395.68K | 0.00 |
Genpact LTD (G)SOLE | COMMON | 1.23M | SH | $52.84M 0.78% | 362.85K | 867.49K | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $48.11M 0.71% | 235.09K | 128.97K | 0.00 |
NOV INC (NOV)SOLE | COMMON | 3.29M | SH | $48.05M 0.71% | 187.50K | 3.10M | 0.00 |
International Paper Co (IP)SOLE | COMMON | 35.29K | SH | $1.90M 0.03% | 35.29K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 20K | SH | $1.48M 0.02% | 20K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.44M 0.02% | 10.70K | 0.00 | 0.00 |
Goldman Sachs (GS)SOLE | COMMON | 2.50K | SH | $1.43M 0.02% | 2.50K | 0.00 | 0.00 |
Morgan Stanley (MS)SOLE | COMMON | 10K | SH | $1.26M 0.02% | 10K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 5K | SH | $1.20M 0.02% | 5K | 0.00 | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $463.4K <0.01% | 2.03K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class B (BRK/B)SOLE | COMMON | 1K | SH | $453.7K <0.01% | 1K | 0.00 | 0.00 |