Filed: 10/26/2026ACC: 0001213900-26-112422
📋 What this filing means
GREENHAVEN ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $7.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$7.96B
Total AUM (reported)
111.12M
Total Shares
Allocation by class
COMMON$7.90B99.2%
ETF$65.04M0.8%
Portfolio Concentration
Top 3$3.12B39.1%
4–10$3.45B43.3%
11–25$1.40B17.6%
Rest$484.5K0.0%
Top 3 weight
39.1%
Top 10 weight
82.4%
Voting Authority Distribution
Total shares with voting rights: 111.12M
Sole
Full voting authority
28.21M
shares
% of voting shares25.4%
Shared
Joint voting authority
82.91M
shares
% of voting shares74.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeShared · 74.6% of voting shares
Institutional Holdings27
Rows:
Lennar Corporation - A (LEN)
SOLEShares13.06M
TypeSH
Market value$1.07B
13.38%
Sole
4.14M
Shared
8.92M
None
0.00
Becton Dickinson & Co (BDX)
SOLEShares5.90M
TypeSH
Market value$1.06B
13.28%
Sole
1.80M
Shared
4.10M
None
0.00
General Motors Co (GM)
SOLEShares12.91M
TypeSH
Market value$993.82M
12.48%
Sole
3.55M
Shared
9.35M
None
0.00
Toll Brothers, Inc. (TOL)
SOLEShares5.61M
TypeSH
Market value$756.49M
9.50%
Sole
2.24M
Shared
3.38M
None
0.00
PulteGroup Inc. (PHM)
SOLEShares5.39M
TypeSH
Market value$626.09M
7.86%
Sole
1.39M
Shared
4M
None
0.00
Icon Plc (ICLR)
SOLEShares3.07M
TypeSH
Market value$521.70M
6.55%
Sole
861.66K
Shared
2.21M
None
0.00
D R Horton, Inc. (DHI)
SOLEShares3.75M
TypeSH
Market value$512.96M
6.44%
Sole
363.96K
Shared
3.39M
None
0.00
Avantor Inc (AVTR)
SOLEShares24.36M
TypeSH
Market value$366.61M
4.60%
Sole
6.76M
Shared
17.60M
None
0.00
Arrow Electronics Inc (ARW)
SOLEShares1.49M
TypeSH
Market value$337.50M
4.24%
Sole
428.27K
Shared
1.06M
None
0.00
Oshkosh Corp (OSK)
SOLEShares2.53M
TypeSH
Market value$325.64M
4.09%
Sole
585.25K
Shared
1.94M
None
0.00
Avnet Inc (AVT)
SOLEShares3.21M
TypeSH
Market value$320.39M
4.02%
Sole
767.45K
Shared
2.44M
None
0.00
Baxter International Inc (BAX)
SOLEShares12.40M
TypeSH
Market value$297.52M
3.74%
Sole
3.31M
Shared
9.09M
None
0.00
SLB Ltd (SLB)
SOLEShares3.75M
TypeSH
Market value$182.71M
2.30%
Sole
733.27K
Shared
3.02M
None
0.00
Iqvia Hldgs Inc (IQV)
SOLEShares544.92K
TypeSH
Market value$146.50M
1.84%
Sole
193.82K
Shared
351.11K
None
0.00
Nov Inc (NOV)
SOLEShares5.28M
TypeSH
Market value$98.92M
1.24%
Sole
115.50K
Shared
5.17M
None
0.00
Lear Corporation (LEA)
SOLEShares834.53K
TypeSH
Market value$98.50M
1.24%
Sole
153.45K
Shared
681.08K
None
0.00
Meritage Homes Corp (MTH)
SOLEShares1.37M
TypeSH
Market value$85.95M
1.08%
Sole
458.31K
Shared
909.27K
None
0.00
Dnow Inc (DNOW)
SOLEShares4.38M
TypeSH
Market value$67.85M
0.85%
Sole
59.50K
Shared
4.32M
None
0.00
Vanguard 0-3M T-Bill ETF (VBIL)
SOLEShares858.92K
TypeSH
Market value$65.04M
0.82%
Sole
0.00
Shared
858.92K
None
0.00
Lennar Corporation - B SHS (LEN/B)
SOLEShares365.96K
TypeSH
Market value$29.27M
0.37%
Sole
236.99K
Shared
128.97K
None
0.00
Agilent Technologies, Inc. (A)
SOLEShares10.70K
TypeSH
Market value$1.84M
0.02%
Sole
10.70K
Shared
0.00
None
0.00
CRH Plc (CRH)
SOLEShares17.50K
TypeSH
Market value$1.45M
0.02%
Sole
17.50K
Shared
0.00
None
0.00
Charles Schwab Corporation (SCHW)
SOLEShares10.50K
TypeSH
Market value$1.03M
0.01%
Sole
10.50K
Shared
0.00
None
0.00
Union Pacific Corp (UNP)
SOLEShares2.03K
TypeSH
Market value$553.0K
<0.01%
Sole
2.03K
Shared
0.00
None
0.00
J P Morgan Chase (JPM)
SOLEShares1K
TypeSH
Market value$330.8K
<0.01%
Sole
1K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lennar Corporation - A (LEN)SOLE | COMMON | 13.06M | SH | $1.07B 13.38% | 4.14M | 8.92M | 0.00 |
Becton Dickinson & Co (BDX)SOLE | COMMON | 5.90M | SH | $1.06B 13.28% | 1.80M | 4.10M | 0.00 |
General Motors Co (GM)SOLE | COMMON | 12.91M | SH | $993.82M 12.48% | 3.55M | 9.35M | 0.00 |
Toll Brothers, Inc. (TOL)SOLE | COMMON | 5.61M | SH | $756.49M 9.50% | 2.24M | 3.38M | 0.00 |
PulteGroup Inc. (PHM)SOLE | COMMON | 5.39M | SH | $626.09M 7.86% | 1.39M | 4M | 0.00 |
Icon Plc (ICLR)SOLE | COMMON | 3.07M | SH | $521.70M 6.55% | 861.66K | 2.21M | 0.00 |
D R Horton, Inc. (DHI)SOLE | COMMON | 3.75M | SH | $512.96M 6.44% | 363.96K | 3.39M | 0.00 |
Avantor Inc (AVTR)SOLE | COMMON | 24.36M | SH | $366.61M 4.60% | 6.76M | 17.60M | 0.00 |
Arrow Electronics Inc (ARW)SOLE | COMMON | 1.49M | SH | $337.50M 4.24% | 428.27K | 1.06M | 0.00 |
Oshkosh Corp (OSK)SOLE | COMMON | 2.53M | SH | $325.64M 4.09% | 585.25K | 1.94M | 0.00 |
Avnet Inc (AVT)SOLE | COMMON | 3.21M | SH | $320.39M 4.02% | 767.45K | 2.44M | 0.00 |
Baxter International Inc (BAX)SOLE | COMMON | 12.40M | SH | $297.52M 3.74% | 3.31M | 9.09M | 0.00 |
SLB Ltd (SLB)SOLE | COMMON | 3.75M | SH | $182.71M 2.30% | 733.27K | 3.02M | 0.00 |
Iqvia Hldgs Inc (IQV)SOLE | COMMON | 544.92K | SH | $146.50M 1.84% | 193.82K | 351.11K | 0.00 |
Nov Inc (NOV)SOLE | COMMON | 5.28M | SH | $98.92M 1.24% | 115.50K | 5.17M | 0.00 |
Lear Corporation (LEA)SOLE | COMMON | 834.53K | SH | $98.50M 1.24% | 153.45K | 681.08K | 0.00 |
Meritage Homes Corp (MTH)SOLE | COMMON | 1.37M | SH | $85.95M 1.08% | 458.31K | 909.27K | 0.00 |
Dnow Inc (DNOW)SOLE | COMMON | 4.38M | SH | $67.85M 0.85% | 59.50K | 4.32M | 0.00 |
Vanguard 0-3M T-Bill ETF (VBIL)SOLE | ETF | 858.92K | SH | $65.04M 0.82% | 0.00 | 858.92K | 0.00 |
Lennar Corporation - B SHS (LEN/B)SOLE | COMMON | 365.96K | SH | $29.27M 0.37% | 236.99K | 128.97K | 0.00 |
Agilent Technologies, Inc. (A)SOLE | COMMON | 10.70K | SH | $1.84M 0.02% | 10.70K | 0.00 | 0.00 |
CRH Plc (CRH)SOLE | COMMON | 17.50K | SH | $1.45M 0.02% | 17.50K | 0.00 | 0.00 |
Charles Schwab Corporation (SCHW)SOLE | COMMON | 10.50K | SH | $1.03M 0.01% | 10.50K | 0.00 | 0.00 |
Union Pacific Corp (UNP)SOLE | COMMON | 2.03K | SH | $553.0K <0.01% | 2.03K | 0.00 | 0.00 |
J P Morgan Chase (JPM)SOLE | COMMON | 1K | SH | $330.8K <0.01% | 1K | 0.00 | 0.00 |
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