Filed: 4/6/2026ACC: 0001213900-26-040342
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $6.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$6.07B
Total AUM (reported)
101.35M
Total Shares
Allocation by class
COMMON$5.98B98.5%
ETF$90.51M1.5%
Portfolio Concentration
Top 3$2.63B43.3%
4–10$2.49B41.0%
11–25$955.65M15.7%
Rest$634.8K0.0%
Top 3 weight
43.3%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 101.35M
Sole
Full voting authority
26.08M
shares
% of voting shares25.7%
Shared
Joint voting authority
75.26M
shares
% of voting shares74.3%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeShared · 74.3% of voting shares
Institutional Holdings27
Rows:
General Motors Co (GM)
SOLEShares12.53M
TypeSH
Market value$933.20M
15.37%
Sole
3.26M
Shared
9.27M
None
0.00
Lennar Corporation - A (LEN)
SOLEShares10.63M
TypeSH
Market value$923.29M
15.21%
Sole
3.19M
Shared
7.44M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.65M
TypeSH
Market value$770.42M
12.69%
Sole
2.24M
Shared
3.41M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.50M
TypeSH
Market value$646.51M
10.65%
Sole
1.39M
Shared
4.11M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.47M
TypeSH
Market value$475.73M
7.84%
Sole
224.26K
Shared
3.24M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.53M
TypeSH
Market value$372.59M
6.14%
Sole
579.25K
Shared
1.95M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.90M
TypeSH
Market value$271.89M
4.48%
Sole
489.13K
Shared
1.41M
None
0.00
Avnet Inc (AVT)
SOLEShares3.92M
TypeSH
Market value$241.58M
3.98%
Sole
911.40K
Shared
3.01M
None
0.00
Baxter International Inc (BAX)
SOLEShares14.31M
TypeSH
Market value$240.37M
3.96%
Sole
4.17M
Shared
10.14M
None
0.00
SLB LTD (SLB)
SOLEShares4.66M
TypeSH
Market value$239.71M
3.95%
Sole
1.21M
Shared
3.45M
None
0.00
Icon PLC (ICLR)
SOLEShares2M
TypeSH
Market value$221.59M
3.65%
Sole
564.14K
Shared
1.44M
None
0.00
Lear Corporation (LEA)
SOLEShares1.70M
TypeSH
Market value$205.52M
3.38%
Sole
305.24K
Shared
1.39M
None
0.00
Avantor Inc (AVTR)
SOLEShares22.59M
TypeSH
Market value$177.14M
2.92%
Sole
6.31M
Shared
16.29M
None
0.00
NOV INC (NOV)
SOLEShares5.75M
TypeSH
Market value$108.18M
1.78%
Sole
235.50K
Shared
5.52M
None
0.00
Vanguard 0-3M T-Bill ETF (VBIL)
SOLEShares1.20M
TypeSH
Market value$90.51M
1.49%
Sole
0.00
Shared
1.20M
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.45M
TypeSH
Market value$89.97M
1.48%
Sole
506.39K
Shared
948.46K
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$30.62M
0.50%
Sole
235.09K
Shared
128.97K
None
0.00
Taylor Morrison Home Corp (TMHC)
SOLEShares270.61K
TypeSH
Market value$15.76M
0.26%
Sole
164.11K
Shared
106.50K
None
0.00
DNOW INC (DNOW)
SOLEShares824.49K
TypeSH
Market value$9.82M
0.16%
Sole
10.12K
Shared
814.37K
None
0.00
CRH PLC (CRH)
SOLEShares17.50K
TypeSH
Market value$1.84M
0.03%
Sole
17.50K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.22M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares4K
TypeSH
Market value$1.18M
0.02%
Sole
4K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares12.50K
TypeSH
Market value$1.17M
0.02%
Sole
12.50K
Shared
0.00
None
0.00
Terex Corp (TEX)
SOLEShares10.92K
TypeSH
Market value$645.5K
0.01%
Sole
0.00
Shared
10.92K
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$493.0K
<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 | 12.53M | SH | $933.20M 15.37% | 3.26M | 9.27M | 0.00 |
Lennar Corporation - A (LEN)SOLE | COMMON | 10.63M | SH | $923.29M 15.21% | 3.19M | 7.44M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.65M | SH | $770.42M 12.69% | 2.24M | 3.41M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.50M | SH | $646.51M 10.65% | 1.39M | 4.11M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.47M | SH | $475.73M 7.84% | 224.26K | 3.24M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.53M | SH | $372.59M 6.14% | 579.25K | 1.95M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.90M | SH | $271.89M 4.48% | 489.13K | 1.41M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.92M | SH | $241.58M 3.98% | 911.40K | 3.01M | 0.00 |
Baxter International Inc (BAX)SOLE | COMMON | 14.31M | SH | $240.37M 3.96% | 4.17M | 10.14M | 0.00 |
SLB LTD (SLB)SOLE | COMMON | 4.66M | SH | $239.71M 3.95% | 1.21M | 3.45M | 0.00 |
Icon PLC (ICLR)SOLE | COMMON | 2M | SH | $221.59M 3.65% | 564.14K | 1.44M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.70M | SH | $205.52M 3.38% | 305.24K | 1.39M | 0.00 |
Avantor Inc (AVTR)SOLE | COMMON | 22.59M | SH | $177.14M 2.92% | 6.31M | 16.29M | 0.00 |
NOV INC (NOV)SOLE | COMMON | 5.75M | SH | $108.18M 1.78% | 235.50K | 5.52M | 0.00 |
Vanguard 0-3M T-Bill ETF (VBIL)SOLE | ETF | 1.20M | SH | $90.51M 1.49% | 0.00 | 1.20M | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.45M | SH | $89.97M 1.48% | 506.39K | 948.46K | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $30.62M 0.50% | 235.09K | 128.97K | 0.00 |
Taylor Morrison Home Corp (TMHC)SOLE | COMMON | 270.61K | SH | $15.76M 0.26% | 164.11K | 106.50K | 0.00 |
DNOW INC (DNOW)SOLE | COMMON | 824.49K | SH | $9.82M 0.16% | 10.12K | 814.37K | 0.00 |
CRH PLC (CRH)SOLE | COMMON | 17.50K | SH | $1.84M 0.03% | 17.50K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.22M 0.02% | 10.70K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 4K | SH | $1.18M 0.02% | 4K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 12.50K | SH | $1.17M 0.02% | 12.50K | 0.00 | 0.00 |
Terex Corp (TEX)SOLE | COMMON | 10.92K | SH | $645.5K 0.01% | 0.00 | 10.92K | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $493.0K <0.01% | 2.03K | 0.00 | 0.00 |
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