Filed: 11/4/2025ACC: 0001213900-25-105801
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $6.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$6.58B
Total AUM (reported)
96.60M
Total Shares
Allocation by class
COMMON$6.54B99.4%
ETF$37.81M0.6%
Portfolio Concentration
Top 3$3.39B51.6%
4–10$2.52B38.4%
11–25$656.37M10.0%
Rest$755.1K0.0%
Top 3 weight
51.6%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 96.60M
Sole
Full voting authority
23.53M
shares
% of voting shares24.4%
Shared
Joint voting authority
73.07M
shares
% of voting shares75.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeShared · 75.6% of voting shares
Institutional Holdings27
Rows:
General Motors Co (GM)
SOLEShares23.06M
TypeSH
Market value$1.41B
21.39%
Sole
5.68M
Shared
17.38M
None
0.00
Lennar Corporation - A (LEN)
SOLEShares9.65M
TypeSH
Market value$1.22B
18.50%
Sole
2.74M
Shared
6.92M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.58M
TypeSH
Market value$770.96M
11.72%
Sole
2.19M
Shared
3.39M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.57M
TypeSH
Market value$735.94M
11.19%
Sole
1.40M
Shared
4.17M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.64M
TypeSH
Market value$616.49M
9.38%
Sole
318.26K
Shared
3.32M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.53M
TypeSH
Market value$327.70M
4.98%
Sole
579.25K
Shared
1.95M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.90M
TypeSH
Market value$229.71M
3.49%
Sole
479.13K
Shared
1.42M
None
0.00
Avantor Inc (AVTR)
SOLEShares18.31M
TypeSH
Market value$228.53M
3.48%
Sole
4.96M
Shared
13.35M
None
0.00
Avnet Inc (AVT)
SOLEShares3.93M
TypeSH
Market value$205.40M
3.12%
Sole
911.40K
Shared
3.02M
None
0.00
Lear Corporation (LEA)
SOLEShares1.80M
TypeSH
Market value$180.68M
2.75%
Sole
305.24K
Shared
1.49M
None
0.00
Millrose Properties (MRP)
SOLEShares4.60M
TypeSH
Market value$154.65M
2.35%
Sole
1.14M
Shared
3.46M
None
0.00
Baxter International Inc (BAX)
SOLEShares6.29M
TypeSH
Market value$143.19M
2.18%
Sole
1.60M
Shared
4.68M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.45M
TypeSH
Market value$105.24M
1.60%
Sole
506.70K
Shared
946.25K
None
0.00
NOV INC (NOV)
SOLEShares5.75M
TypeSH
Market value$76.16M
1.16%
Sole
248.50K
Shared
5.50M
None
0.00
Terex Corp (TEX)
SOLEShares1.48M
TypeSH
Market value$75.81M
1.15%
Sole
108.60K
Shared
1.37M
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$43.68M
0.66%
Sole
235.09K
Shared
128.97K
None
0.00
Vanguard 0-3M T-Bill ETF (VBIL)
SOLEShares500K
TypeSH
Market value$37.81M
0.57%
Sole
0.00
Shared
500K
None
0.00
Citigroup Inc (C)
SOLEShares83.27K
TypeSH
Market value$8.45M
0.13%
Sole
0.00
Shared
83.27K
None
0.00
Icon PLC (ICLR)
SOLEShares17.41K
TypeSH
Market value$3.05M
0.05%
Sole
15.83K
Shared
1.57K
None
0.00
CRH PLC (CRH)
SOLEShares25K
TypeSH
Market value$3.00M
0.05%
Sole
25K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares15K
TypeSH
Market value$1.43M
0.02%
Sole
15K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.37M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares4K
TypeSH
Market value$1.26M
0.02%
Sole
4K
Shared
0.00
None
0.00
Goldman Sachs (GS)
SOLEShares1K
TypeSH
Market value$796.4K
0.01%
Sole
1K
Shared
0.00
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$480.3K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
General Motors Co (GM)SOLE | COMMON | 23.06M | SH | $1.41B 21.39% | 5.68M | 17.38M | 0.00 |
Lennar Corporation - A (LEN)SOLE | COMMON | 9.65M | SH | $1.22B 18.50% | 2.74M | 6.92M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.58M | SH | $770.96M 11.72% | 2.19M | 3.39M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.57M | SH | $735.94M 11.19% | 1.40M | 4.17M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.64M | SH | $616.49M 9.38% | 318.26K | 3.32M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.53M | SH | $327.70M 4.98% | 579.25K | 1.95M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.90M | SH | $229.71M 3.49% | 479.13K | 1.42M | 0.00 |
Avantor Inc (AVTR)SOLE | COMMON | 18.31M | SH | $228.53M 3.48% | 4.96M | 13.35M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.93M | SH | $205.40M 3.12% | 911.40K | 3.02M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.80M | SH | $180.68M 2.75% | 305.24K | 1.49M | 0.00 |
Millrose Properties (MRP)SOLE | COMMON | 4.60M | SH | $154.65M 2.35% | 1.14M | 3.46M | 0.00 |
Baxter International Inc (BAX)SOLE | COMMON | 6.29M | SH | $143.19M 2.18% | 1.60M | 4.68M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.45M | SH | $105.24M 1.60% | 506.70K | 946.25K | 0.00 |
NOV INC (NOV)SOLE | COMMON | 5.75M | SH | $76.16M 1.16% | 248.50K | 5.50M | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 1.48M | SH | $75.81M 1.15% | 108.60K | 1.37M | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $43.68M 0.66% | 235.09K | 128.97K | 0.00 |
Vanguard 0-3M T-Bill ETF (VBIL)SOLE | ETF | 500K | SH | $37.81M 0.57% | 0.00 | 500K | 0.00 |
Citigroup Inc (C)SOLE | COMMON | 83.27K | SH | $8.45M 0.13% | 0.00 | 83.27K | 0.00 |
Icon PLC (ICLR)SOLE | COMMON | 17.41K | SH | $3.05M 0.05% | 15.83K | 1.57K | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 25K | SH | $3.00M 0.05% | 25K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 15K | SH | $1.43M 0.02% | 15K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.37M 0.02% | 10.70K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 4K | SH | $1.26M 0.02% | 4K | 0.00 | 0.00 |
Goldman Sachs (GS)SOLE | COMMON | 1K | SH | $796.4K 0.01% | 1K | 0.00 | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $480.3K <0.01% | 2.03K | 0.00 | 0.00 |
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