Filed: 7/8/2025ACC: 0001213900-25-061983
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $6.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$6.72B
Total AUM (reported)
90.83M
Total Shares
Allocation by class
COMMON$6.72B100.0%
Portfolio Concentration
Top 3$3.59B53.4%
4–10$2.67B39.7%
11–25$459.18M6.8%
Top 3 weight
53.4%
Top 10 weight
93.2%
Voting Authority Distribution
Total shares with voting rights: 90.83M
Sole
Full voting authority
22.88M
shares
% of voting shares25.2%
Shared
Joint voting authority
67.95M
shares
% of voting shares74.8%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeShared · 74.8% of voting shares
Institutional Holdings25
Rows:
Citigroup Inc (C)
SOLEShares16.18M
TypeSH
Market value$1.38B
20.48%
Sole
4.54M
Shared
11.63M
None
0.00
General Motors Co (GM)
SOLEShares23.65M
TypeSH
Market value$1.16B
17.32%
Sole
6.03M
Shared
17.63M
None
0.00
Lennar Corporation - A (LEN)
SOLEShares9.49M
TypeSH
Market value$1.05B
15.62%
Sole
2.62M
Shared
6.88M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.60M
TypeSH
Market value$639.35M
9.51%
Sole
2.18M
Shared
3.42M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.58M
TypeSH
Market value$588.51M
8.76%
Sole
1.40M
Shared
4.18M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.68M
TypeSH
Market value$474.56M
7.06%
Sole
309.26K
Shared
3.37M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.55M
TypeSH
Market value$290.03M
4.31%
Sole
574.55K
Shared
1.98M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.91M
TypeSH
Market value$243.74M
3.63%
Sole
476.13K
Shared
1.44M
None
0.00
Millrose Properties (MRP)
SOLEShares7.89M
TypeSH
Market value$224.87M
3.35%
Sole
2.33M
Shared
5.56M
None
0.00
Avnet Inc (AVT)
SOLEShares3.96M
TypeSH
Market value$210.35M
3.13%
Sole
898.40K
Shared
3.06M
None
0.00
Lear Corporation (LEA)
SOLEShares1.84M
TypeSH
Market value$174.92M
2.60%
Sole
330.81K
Shared
1.51M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.49M
TypeSH
Market value$99.92M
1.49%
Sole
534.24K
Shared
957.72K
None
0.00
Terex Corp (TEX)
SOLEShares1.50M
TypeSH
Market value$70.03M
1.04%
Sole
103.60K
Shared
1.40M
None
0.00
NOV INC (NOV)
SOLEShares4.98M
TypeSH
Market value$61.93M
0.92%
Sole
183.50K
Shared
4.80M
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$38.32M
0.57%
Sole
235.09K
Shared
128.97K
None
0.00
Icon PLC (ICLR)
SOLEShares17.63K
TypeSH
Market value$2.56M
0.04%
Sole
16.06K
Shared
1.57K
None
0.00
CRH PLC (CRH)
SOLEShares26.94K
TypeSH
Market value$2.47M
0.04%
Sole
25K
Shared
1.94K
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares20K
TypeSH
Market value$1.82M
0.03%
Sole
20K
Shared
0.00
None
0.00
Goldman Sachs (GS)
SOLEShares2.50K
TypeSH
Market value$1.77M
0.03%
Sole
2.50K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares5K
TypeSH
Market value$1.45M
0.02%
Sole
5K
Shared
0.00
None
0.00
Morgan Stanley (MS)
SOLEShares10K
TypeSH
Market value$1.41M
0.02%
Sole
10K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.26M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
Genpact LTD (G)
SOLEShares11.02K
TypeSH
Market value$484.9K
<0.01%
Sole
10K
Shared
1.02K
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$467.5K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
Stellantis NV (STLA)
SOLEShares36K
TypeSH
Market value$361.1K
<0.01%
Sole
36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Citigroup Inc (C)SOLE | COMMON | 16.18M | SH | $1.38B 20.48% | 4.54M | 11.63M | 0.00 |
General Motors Co (GM)SOLE | COMMON | 23.65M | SH | $1.16B 17.32% | 6.03M | 17.63M | 0.00 |
Lennar Corporation - A (LEN)SOLE | COMMON | 9.49M | SH | $1.05B 15.62% | 2.62M | 6.88M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.60M | SH | $639.35M 9.51% | 2.18M | 3.42M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.58M | SH | $588.51M 8.76% | 1.40M | 4.18M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.68M | SH | $474.56M 7.06% | 309.26K | 3.37M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.55M | SH | $290.03M 4.31% | 574.55K | 1.98M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.91M | SH | $243.74M 3.63% | 476.13K | 1.44M | 0.00 |
Millrose Properties (MRP)SOLE | COMMON | 7.89M | SH | $224.87M 3.35% | 2.33M | 5.56M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.96M | SH | $210.35M 3.13% | 898.40K | 3.06M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.84M | SH | $174.92M 2.60% | 330.81K | 1.51M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.49M | SH | $99.92M 1.49% | 534.24K | 957.72K | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 1.50M | SH | $70.03M 1.04% | 103.60K | 1.40M | 0.00 |
NOV INC (NOV)SOLE | COMMON | 4.98M | SH | $61.93M 0.92% | 183.50K | 4.80M | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $38.32M 0.57% | 235.09K | 128.97K | 0.00 |
Icon PLC (ICLR)SOLE | COMMON | 17.63K | SH | $2.56M 0.04% | 16.06K | 1.57K | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 26.94K | SH | $2.47M 0.04% | 25K | 1.94K | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 20K | SH | $1.82M 0.03% | 20K | 0.00 | 0.00 |
Goldman Sachs (GS)SOLE | COMMON | 2.50K | SH | $1.77M 0.03% | 2.50K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 5K | SH | $1.45M 0.02% | 5K | 0.00 | 0.00 |
Morgan Stanley (MS)SOLE | COMMON | 10K | SH | $1.41M 0.02% | 10K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.26M 0.02% | 10.70K | 0.00 | 0.00 |
Genpact LTD (G)SOLE | COMMON | 11.02K | SH | $484.9K <0.01% | 10K | 1.02K | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $467.5K <0.01% | 2.03K | 0.00 | 0.00 |
Stellantis NV (STLA)SOLE | COMMON | 36K | SH | $361.1K <0.01% | 36K | 0.00 | 0.00 |