Filed: 4/2/2025ACC: 0001213900-25-027816
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $6.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$6.29B
Total AUM (reported)
90.55M
Total Shares
Allocation by class
COMMON$6.29B100.0%
Portfolio Concentration
Top 3$3.39B53.8%
4–10$2.47B39.2%
11–25$441.10M7.0%
Rest$207.3K0.0%
Top 3 weight
53.8%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 90.55M
Sole
Full voting authority
22.91M
shares
% of voting shares25.3%
Shared
Joint voting authority
67.63M
shares
% of voting shares74.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeShared · 74.7% of voting shares
Institutional Holdings26
Rows:
Citigroup Inc (C)
SOLEShares16.67M
TypeSH
Market value$1.18B
18.80%
Sole
4.59M
Shared
12.07M
None
0.00
General Motors Co (GM)
SOLEShares23.78M
TypeSH
Market value$1.12B
17.77%
Sole
6.03M
Shared
17.75M
None
0.00
Lennar Corporation - A (LEN)
SOLEShares9.44M
TypeSH
Market value$1.08B
17.22%
Sole
2.59M
Shared
6.85M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.56M
TypeSH
Market value$587.35M
9.33%
Sole
2.17M
Shared
3.40M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.59M
TypeSH
Market value$574.38M
9.13%
Sole
1.40M
Shared
4.19M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.67M
TypeSH
Market value$467.17M
7.42%
Sole
308.76K
Shared
3.37M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.55M
TypeSH
Market value$240.24M
3.82%
Sole
573.75K
Shared
1.98M
None
0.00
Millrose Properties (MRP)
SOLEShares7.89M
TypeSH
Market value$209.11M
3.32%
Sole
2.33M
Shared
5.56M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.91M
TypeSH
Market value$198.71M
3.16%
Sole
476.13K
Shared
1.44M
None
0.00
Avnet Inc (AVT)
SOLEShares3.97M
TypeSH
Market value$190.69M
3.03%
Sole
898.40K
Shared
3.07M
None
0.00
Lear Corporation (LEA)
SOLEShares1.84M
TypeSH
Market value$162.63M
2.58%
Sole
330.81K
Shared
1.51M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.43M
TypeSH
Market value$101.67M
1.62%
Sole
503.01K
Shared
931.36K
None
0.00
NOV INC (NOV)
SOLEShares4.11M
TypeSH
Market value$62.62M
0.99%
Sole
177.50K
Shared
3.94M
None
0.00
Terex Corp (TEX)
SOLEShares1.50M
TypeSH
Market value$56.79M
0.90%
Sole
103.60K
Shared
1.40M
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$39.71M
0.63%
Sole
235.09K
Shared
128.97K
None
0.00
Genpact LTD (G)
SOLEShares146.68K
TypeSH
Market value$7.39M
0.12%
Sole
86.40K
Shared
60.28K
None
0.00
CRH PLC (CRH)
SOLEShares26.94K
TypeSH
Market value$2.37M
0.04%
Sole
25K
Shared
1.94K
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares20K
TypeSH
Market value$1.57M
0.02%
Sole
20K
Shared
0.00
None
0.00
Goldman Sachs (GS)
SOLEShares2.50K
TypeSH
Market value$1.37M
0.02%
Sole
2.50K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.25M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares5K
TypeSH
Market value$1.23M
0.02%
Sole
5K
Shared
0.00
None
0.00
Morgan Stanley (MS)
SOLEShares10K
TypeSH
Market value$1.17M
0.02%
Sole
10K
Shared
0.00
None
0.00
Berkshire Hathaway Inc. Class B (BRK/B)
SOLEShares1K
TypeSH
Market value$533.1K
<0.01%
Sole
1K
Shared
0.00
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$480.0K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
Stellantis NV (STLA)
SOLEShares30K
TypeSH
Market value$336.3K
<0.01%
Sole
30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Citigroup Inc (C)SOLE | COMMON | 16.67M | SH | $1.18B 18.80% | 4.59M | 12.07M | 0.00 |
General Motors Co (GM)SOLE | COMMON | 23.78M | SH | $1.12B 17.77% | 6.03M | 17.75M | 0.00 |
Lennar Corporation - A (LEN)SOLE | COMMON | 9.44M | SH | $1.08B 17.22% | 2.59M | 6.85M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.56M | SH | $587.35M 9.33% | 2.17M | 3.40M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.59M | SH | $574.38M 9.13% | 1.40M | 4.19M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.67M | SH | $467.17M 7.42% | 308.76K | 3.37M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.55M | SH | $240.24M 3.82% | 573.75K | 1.98M | 0.00 |
Millrose Properties (MRP)SOLE | COMMON | 7.89M | SH | $209.11M 3.32% | 2.33M | 5.56M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.91M | SH | $198.71M 3.16% | 476.13K | 1.44M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.97M | SH | $190.69M 3.03% | 898.40K | 3.07M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.84M | SH | $162.63M 2.58% | 330.81K | 1.51M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.43M | SH | $101.67M 1.62% | 503.01K | 931.36K | 0.00 |
NOV INC (NOV)SOLE | COMMON | 4.11M | SH | $62.62M 0.99% | 177.50K | 3.94M | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 1.50M | SH | $56.79M 0.90% | 103.60K | 1.40M | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $39.71M 0.63% | 235.09K | 128.97K | 0.00 |
Genpact LTD (G)SOLE | COMMON | 146.68K | SH | $7.39M 0.12% | 86.40K | 60.28K | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 26.94K | SH | $2.37M 0.04% | 25K | 1.94K | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 20K | SH | $1.57M 0.02% | 20K | 0.00 | 0.00 |
Goldman Sachs (GS)SOLE | COMMON | 2.50K | SH | $1.37M 0.02% | 2.50K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.25M 0.02% | 10.70K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 5K | SH | $1.23M 0.02% | 5K | 0.00 | 0.00 |
Morgan Stanley (MS)SOLE | COMMON | 10K | SH | $1.17M 0.02% | 10K | 0.00 | 0.00 |
Berkshire Hathaway Inc. Class B (BRK/B)SOLE | COMMON | 1K | SH | $533.1K <0.01% | 1K | 0.00 | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $480.0K <0.01% | 2.03K | 0.00 | 0.00 |
Stellantis NV (STLA)SOLE | COMMON | 30K | SH | $336.3K <0.01% | 30K | 0.00 | 0.00 |
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