Filed: 7/28/2026ACC: 0001213900-26-082192
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $8.66B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$8.66B
Total AUM (reported)
116.92M
Total Shares
Allocation by class
COMMON$8.61B99.4%
ETF$50.10M0.6%
Portfolio Concentration
Top 3$2.94B34.0%
4–10$3.91B45.1%
11–25$1.81B20.9%
Rest$1.65M0.0%
Top 3 weight
34.0%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 116.92M
Sole
Full voting authority
29.61M
shares
% of voting shares25.3%
Shared
Joint voting authority
87.32M
shares
% of voting shares74.7%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeShared · 74.7% of voting shares
Institutional Holdings28
Rows:
Lennar Corporation - A (LEN)
SOLEShares11.32M
TypeSH
Market value$1.02B
11.82%
Sole
3.46M
Shared
7.85M
None
0.00
General Motors Co (GM)
SOLEShares12.87M
TypeSH
Market value$992.29M
11.46%
Sole
3.47M
Shared
9.41M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.63M
TypeSH
Market value$927.56M
10.71%
Sole
2.24M
Shared
3.39M
None
0.00
Becton Dickinson & Co (BDX)
SOLEShares5.68M
TypeSH
Market value$859.81M
9.93%
Sole
1.69M
Shared
3.99M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.46M
TypeSH
Market value$748.61M
8.64%
Sole
1.39M
Shared
4.06M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.51M
TypeSH
Market value$571.02M
6.59%
Sole
238.96K
Shared
3.27M
None
0.00
Icon Plc (ICLR)
SOLEShares3.10M
TypeSH
Market value$538.61M
6.22%
Sole
861.66K
Shared
2.24M
None
0.00
Accenture Plc (ACN)
SOLEShares3.38M
TypeSH
Market value$421.19M
4.86%
Sole
1.02M
Shared
2.36M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.56M
TypeSH
Market value$392.71M
4.53%
Sole
585.25K
Shared
1.97M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.76M
TypeSH
Market value$376.49M
4.35%
Sole
487.23K
Shared
1.28M
None
0.00
Avnet Inc (AVT)
SOLEShares3.77M
TypeSH
Market value$335.11M
3.87%
Sole
904.30K
Shared
2.87M
None
0.00
Baxter International Inc (BAX)
SOLEShares14.29M
TypeSH
Market value$304.56M
3.52%
Sole
4.17M
Shared
10.12M
None
0.00
Avantor Inc (AVTR)
SOLEShares24.64M
TypeSH
Market value$243.91M
2.82%
Sole
6.76M
Shared
17.87M
None
0.00
Lear Corporation (LEA)
SOLEShares1.46M
TypeSH
Market value$195.18M
2.25%
Sole
264.08K
Shared
1.19M
None
0.00
SLB Ltd (SLB)
SOLEShares3.80M
TypeSH
Market value$176.77M
2.04%
Sole
733.27K
Shared
3.07M
None
0.00
Iqvia Hldgs Inc (IQV)
SOLEShares768.04K
TypeSH
Market value$148.40M
1.71%
Sole
329.50K
Shared
438.55K
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.30M
TypeSH
Market value$108.79M
1.26%
Sole
414.72K
Shared
882.77K
None
0.00
Nov Inc (NOV)
SOLEShares5.62M
TypeSH
Market value$104.25M
1.20%
Sole
235.50K
Shared
5.38M
None
0.00
Dnow Inc (DNOW)
SOLEShares4.34M
TypeSH
Market value$56.34M
0.65%
Sole
57.59K
Shared
4.29M
None
0.00
Vanguard 0-3M T-Bill ETF (VBIL)
SOLEShares662K
TypeSH
Market value$50.10M
0.58%
Sole
0.00
Shared
662K
None
0.00
Epam Sys Inc (EPAM)
SOLEShares587.30K
TypeSH
Market value$46.60M
0.54%
Sole
7.10K
Shared
580.20K
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares364.06K
TypeSH
Market value$32.30M
0.37%
Sole
235.09K
Shared
128.97K
None
0.00
CRH Plc (CRH)
SOLEShares17.50K
TypeSH
Market value$1.87M
0.02%
Sole
17.50K
Shared
0.00
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.42M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares12.50K
TypeSH
Market value$1.15M
0.01%
Sole
12.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lennar Corporation - A (LEN)SOLE | COMMON | 11.32M | SH | $1.02B 11.82% | 3.46M | 7.85M | 0.00 |
General Motors Co (GM)SOLE | COMMON | 12.87M | SH | $992.29M 11.46% | 3.47M | 9.41M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.63M | SH | $927.56M 10.71% | 2.24M | 3.39M | 0.00 |
Becton Dickinson & Co (BDX)SOLE | COMMON | 5.68M | SH | $859.81M 9.93% | 1.69M | 3.99M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.46M | SH | $748.61M 8.64% | 1.39M | 4.06M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.51M | SH | $571.02M 6.59% | 238.96K | 3.27M | 0.00 |
Icon Plc (ICLR)SOLE | COMMON | 3.10M | SH | $538.61M 6.22% | 861.66K | 2.24M | 0.00 |
Accenture Plc (ACN)SOLE | COMMON | 3.38M | SH | $421.19M 4.86% | 1.02M | 2.36M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.56M | SH | $392.71M 4.53% | 585.25K | 1.97M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.76M | SH | $376.49M 4.35% | 487.23K | 1.28M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.77M | SH | $335.11M 3.87% | 904.30K | 2.87M | 0.00 |
Baxter International Inc (BAX)SOLE | COMMON | 14.29M | SH | $304.56M 3.52% | 4.17M | 10.12M | 0.00 |
Avantor Inc (AVTR)SOLE | COMMON | 24.64M | SH | $243.91M 2.82% | 6.76M | 17.87M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 1.46M | SH | $195.18M 2.25% | 264.08K | 1.19M | 0.00 |
SLB Ltd (SLB)SOLE | COMMON | 3.80M | SH | $176.77M 2.04% | 733.27K | 3.07M | 0.00 |
Iqvia Hldgs Inc (IQV)SOLE | COMMON | 768.04K | SH | $148.40M 1.71% | 329.50K | 438.55K | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.30M | SH | $108.79M 1.26% | 414.72K | 882.77K | 0.00 |
Nov Inc (NOV)SOLE | COMMON | 5.62M | SH | $104.25M 1.20% | 235.50K | 5.38M | 0.00 |
Dnow Inc (DNOW)SOLE | COMMON | 4.34M | SH | $56.34M 0.65% | 57.59K | 4.29M | 0.00 |
Vanguard 0-3M T-Bill ETF (VBIL)SOLE | ETF | 662K | SH | $50.10M 0.58% | 0.00 | 662K | 0.00 |
Epam Sys Inc (EPAM)SOLE | COMMON | 587.30K | SH | $46.60M 0.54% | 7.10K | 580.20K | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 364.06K | SH | $32.30M 0.37% | 235.09K | 128.97K | 0.00 |
CRH Plc (CRH)SOLE | COMMON | 17.50K | SH | $1.87M 0.02% | 17.50K | 0.00 | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.42M 0.02% | 10.70K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 12.50K | SH | $1.15M 0.01% | 12.50K | 0.00 | 0.00 |
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