Filed: 1/7/2026ACC: 0001213900-26-002117
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $6.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$6.17B
Total AUM (reported)
99.26M
Total Shares
Allocation by class
COMMON$6.11B99.1%
ETF$58.29M0.9%
Portfolio Concentration
Top 3$3.03B49.1%
4–10$2.32B37.6%
11–25$817.04M13.2%
Rest$3.62M0.1%
Top 3 weight
49.1%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 99.26M
Sole
Full voting authority
25.80M
shares
% of voting shares26.0%
Shared
Joint voting authority
73.46M
shares
% of voting shares74.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeShared · 74.0% of voting shares
Institutional Holdings30
Rows:
General Motors Co (GM)
SOLEShares15.18M
TypeSH
Market value$1.23B
20.01%
Sole
3.87M
Shared
11.31M
None
0.00
Lennar Corporation - A (LEN)
SOLEShares10.09M
TypeSH
Market value$1.04B
16.82%
Sole
2.93M
Shared
7.16M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.60M
TypeSH
Market value$757.66M
12.28%
Sole
2.24M
Shared
3.37M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.53M
TypeSH
Market value$648.97M
10.52%
Sole
1.40M
Shared
4.13M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.48M
TypeSH
Market value$501.82M
8.13%
Sole
228.26K
Shared
3.26M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.52M
TypeSH
Market value$316.75M
5.13%
Sole
579.25K
Shared
1.94M
None
0.00
Avantor Inc (AVTR)
SOLEShares20.50M
TypeSH
Market value$234.94M
3.81%
Sole
5.98M
Shared
14.52M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.90M
TypeSH
Market value$209.34M
3.39%
Sole
484.13K
Shared
1.42M
None
0.00
Baxter International Inc (BAX)
SOLEShares10.69M
TypeSH
Market value$204.35M
3.31%
Sole
3.22M
Shared
7.47M
None
0.00
Lear Corporation (LEA)
SOLEShares1.78M
TypeSH
Market value$203.53M
3.30%
Sole
305.24K
Shared
1.47M
None
0.00
Avnet Inc (AVT)
SOLEShares3.93M
TypeSH
Market value$188.90M
3.06%
Sole
911.40K
Shared
3.02M
None
0.00
SLB LTD (SLB)
SOLEShares4.66M
TypeSH
Market value$178.88M
2.90%
Sole
1.21M
Shared
3.45M
None
0.00
Millrose Properties (MRP)
SOLEShares4.60M
TypeSH
Market value$137.30M
2.23%
Sole
1.14M
Shared
3.45M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.47M
TypeSH
Market value$96.42M
1.56%
Sole
523.35K
Shared
941.99K
None
0.00
NOV INC (NOV)
SOLEShares5.75M
TypeSH
Market value$89.80M
1.46%
Sole
235.50K
Shared
5.51M
None
0.00
Vanguard 0-3M T-Bill ETF (VBIL)
SOLEShares772.73K
TypeSH
Market value$58.29M
0.94%
Sole
0.00
Shared
772.73K
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$34.63M
0.56%
Sole
235.09K
Shared
128.97K
None
0.00
Teleflex Inc (TFX)
SOLEShares122.08K
TypeSH
Market value$14.90M
0.24%
Sole
77.88K
Shared
44.20K
None
0.00
Citigroup Inc (C)
SOLEShares33.26K
TypeSH
Market value$3.88M
0.06%
Sole
0.00
Shared
33.26K
None
0.00
Icon PLC (ICLR)
SOLEShares17.39K
TypeSH
Market value$3.17M
0.05%
Sole
15.82K
Shared
1.57K
None
0.00
Robert Half Inc (RHI)
SOLEShares104.70K
TypeSH
Market value$2.84M
0.05%
Sole
64.70K
Shared
40K
None
0.00
Taylor Morrison Home Corp (TMHC)
SOLEShares47.50K
TypeSH
Market value$2.80M
0.05%
Sole
47.50K
Shared
0.00
None
0.00
CRH PLC (CRH)
SOLEShares20K
TypeSH
Market value$2.50M
0.04%
Sole
20K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.46M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares4K
TypeSH
Market value$1.29M
0.02%
Sole
4K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
General Motors Co (GM)SOLE | COMMON | 15.18M | SH | $1.23B 20.01% | 3.87M | 11.31M | 0.00 |
Lennar Corporation - A (LEN)SOLE | COMMON | 10.09M | SH | $1.04B 16.82% | 2.93M | 7.16M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.60M | SH | $757.66M 12.28% | 2.24M | 3.37M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.53M | SH | $648.97M 10.52% | 1.40M | 4.13M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.48M | SH | $501.82M 8.13% | 228.26K | 3.26M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.52M | SH | $316.75M 5.13% | 579.25K | 1.94M | 0.00 |
Avantor Inc (AVTR)SOLE | COMMON | 20.50M | SH | $234.94M 3.81% | 5.98M | 14.52M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.90M | SH | $209.34M 3.39% | 484.13K | 1.42M | 0.00 |
Baxter International Inc (BAX)SOLE | COMMON | 10.69M | SH | $204.35M 3.31% | 3.22M | 7.47M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.78M | SH | $203.53M 3.30% | 305.24K | 1.47M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.93M | SH | $188.90M 3.06% | 911.40K | 3.02M | 0.00 |
SLB LTD (SLB)SOLE | COMMON | 4.66M | SH | $178.88M 2.90% | 1.21M | 3.45M | 0.00 |
Millrose Properties (MRP)SOLE | COMMON | 4.60M | SH | $137.30M 2.23% | 1.14M | 3.45M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.47M | SH | $96.42M 1.56% | 523.35K | 941.99K | 0.00 |
NOV INC (NOV)SOLE | COMMON | 5.75M | SH | $89.80M 1.46% | 235.50K | 5.51M | 0.00 |
Vanguard 0-3M T-Bill ETF (VBIL)SOLE | ETF | 772.73K | SH | $58.29M 0.94% | 0.00 | 772.73K | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $34.63M 0.56% | 235.09K | 128.97K | 0.00 |
Teleflex Inc (TFX)SOLE | COMMON | 122.08K | SH | $14.90M 0.24% | 77.88K | 44.20K | 0.00 |
Citigroup Inc (C)SOLE | COMMON | 33.26K | SH | $3.88M 0.06% | 0.00 | 33.26K | 0.00 |
Icon PLC (ICLR)SOLE | COMMON | 17.39K | SH | $3.17M 0.05% | 15.82K | 1.57K | 0.00 |
Robert Half Inc (RHI)SOLE | COMMON | 104.70K | SH | $2.84M 0.05% | 64.70K | 40K | 0.00 |
Taylor Morrison Home Corp (TMHC)SOLE | COMMON | 47.50K | SH | $2.80M 0.05% | 47.50K | 0.00 | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 20K | SH | $2.50M 0.04% | 20K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.46M 0.02% | 10.70K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 4K | SH | $1.29M 0.02% | 4K | 0.00 | 0.00 |
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