GREENHAVEN ASSOCIATES INC

PrivateCIK: 846222

Location

PURCHASE, NY

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

% of voting shares25.7%

Shared

Joint voting authority

75.26M

% of voting shares74.3%

None

No voting authority

0.00

% 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)

SOLE

COMMON

Shares12.53M

TypeSH

Market value$933.20M

15.37%

Sole

3.26M

Shared

9.27M

None

0.00

Lennar Corporation - A (LEN)

SOLE

COMMON

Shares10.63M

TypeSH

Market value$923.29M

15.21%

Sole

3.19M

Shared

7.44M

None

0.00

Toll Brothers, Inc. (TOL)

SOLE

COMMON

Shares5.65M

TypeSH

Market value$770.42M

12.69%

Sole

2.24M

Shared

3.41M

None

0.00

PulteGroup Inc. (PHM)

SOLE

COMMON

Shares5.50M

TypeSH

Market value$646.51M

10.65%

Sole

1.39M

Shared

4.11M

None

0.00

D R Horton, Inc. (DHI)

SOLE

COMMON

Shares3.47M

TypeSH

Market value$475.73M

7.84%

Sole

224.26K

Shared

3.24M

None

0.00

Oshkosh Corp (OSK)

SOLE

COMMON

Shares2.53M

TypeSH

Market value$372.59M

6.14%

Sole

579.25K

Shared

1.95M

None

0.00

Arrow Electronics Inc (ARW)

SOLE

COMMON

Shares1.90M

TypeSH

Market value$271.89M

4.48%

Sole

489.13K

Shared

1.41M

None

0.00

Avnet Inc (AVT)

SOLE

COMMON

Shares3.92M

TypeSH

Market value$241.58M

3.98%

Sole

911.40K

Shared

3.01M

None

0.00

Baxter International Inc (BAX)

SOLE

COMMON

Shares14.31M

TypeSH

Market value$240.37M

3.96%

Sole

4.17M

Shared

10.14M

None

0.00

SLB LTD (SLB)

SOLE

COMMON

Shares4.66M

TypeSH

Market value$239.71M

3.95%

Sole

1.21M

Shared

3.45M

None

0.00

Icon PLC (ICLR)

SOLE

COMMON

Shares2M

TypeSH

Market value$221.59M

3.65%

Sole

564.14K

Shared

1.44M

None

0.00

Lear Corporation (LEA)

SOLE

COMMON

Shares1.70M

TypeSH

Market value$205.52M

3.38%

Sole

305.24K

Shared

1.39M

None

0.00

Avantor Inc (AVTR)

SOLE

COMMON

Shares22.59M

TypeSH

Market value$177.14M

2.92%

Sole

6.31M

Shared

16.29M

None

0.00

NOV INC (NOV)

SOLE

COMMON

Shares5.75M

TypeSH

Market value$108.18M

1.78%

Sole

235.50K

Shared

5.52M

None

0.00

Vanguard 0-3M T-Bill ETF (VBIL)

SOLE

ETF

Shares1.20M

TypeSH

Market value$90.51M

1.49%

Sole

0.00

Shared

1.20M

None

0.00

Meritage Homes Corp (MTH)

SOLE

COMMON

Shares1.45M

TypeSH

Market value$89.97M

1.48%

Sole

506.39K

Shared

948.46K

None

0.00

Lennar Corporation - B SHS (LEN/B)

SOLE

COMMON

Shares364.06K

TypeSH

Market value$30.62M

0.50%

Sole

235.09K

Shared

128.97K

None

0.00

Taylor Morrison Home Corp (TMHC)

SOLE

COMMON

Shares270.61K

TypeSH

Market value$15.76M

0.26%

Sole

164.11K

Shared

106.50K

None

0.00

DNOW INC (DNOW)

SOLE

COMMON

Shares824.49K

TypeSH

Market value$9.82M

0.16%

Sole

10.12K

Shared

814.37K

None

0.00

CRH PLC (CRH)

SOLE

COMMON

Shares17.50K

TypeSH

Market value$1.84M

0.03%

Sole

17.50K

Shared

0.00

None

0.00

Agilent Technologies, Inc. (A)

SOLE

COMMON

Shares10.70K

TypeSH

Market value$1.22M

0.02%

Sole

10.70K

Shared

0.00

None

0.00

J P Morgan Chase (JPM)

SOLE

COMMON

Shares4K

TypeSH

Market value$1.18M

0.02%

Sole

Shared

0.00

None

0.00

Charles Schwab Corporation (SCHW)

SOLE

COMMON

Shares12.50K

TypeSH

Market value$1.17M

0.02%

Sole

12.50K

Shared

0.00

None

0.00

Terex Corp (TEX)

SOLE

COMMON

Shares10.92K

TypeSH

Market value$645.5K

0.01%

Sole

0.00

Shared

10.92K

None

0.00

Union Pacific Corp (UNP)

SOLE

COMMON

Shares2.03K

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
General Motors Co (GM)SOLE	COMMON	12.53M	SH	$933.20M 15.37%	3.26M	9.27M
Lennar Corporation - A (LEN)SOLE	COMMON	10.63M	SH	$923.29M 15.21%	3.19M	7.44M
Toll Brothers, Inc. (TOL)SOLE	COMMON	5.65M	SH	$770.42M 12.69%	2.24M	3.41M
PulteGroup Inc. (PHM)SOLE	COMMON	5.50M	SH	$646.51M 10.65%	1.39M	4.11M
D R Horton, Inc. (DHI)SOLE	COMMON	3.47M	SH	$475.73M 7.84%	224.26K	3.24M
Oshkosh Corp (OSK)SOLE	COMMON	2.53M	SH	$372.59M 6.14%	579.25K	1.95M
Arrow Electronics Inc (ARW)SOLE	COMMON	1.90M	SH	$271.89M 4.48%	489.13K	1.41M
Avnet Inc (AVT)SOLE	COMMON	3.92M	SH	$241.58M 3.98%	911.40K	3.01M
Baxter International Inc (BAX)SOLE	COMMON	14.31M	SH	$240.37M 3.96%	4.17M	10.14M
SLB LTD (SLB)SOLE	COMMON	4.66M	SH	$239.71M 3.95%	1.21M	3.45M
Icon PLC (ICLR)SOLE	COMMON	2M	SH	$221.59M 3.65%	564.14K	1.44M
Lear Corporation (LEA)SOLE	COMMON	1.70M	SH	$205.52M 3.38%	305.24K	1.39M
Avantor Inc (AVTR)SOLE	COMMON	22.59M	SH	$177.14M 2.92%	6.31M	16.29M
NOV INC (NOV)SOLE	COMMON	5.75M	SH	$108.18M 1.78%	235.50K	5.52M
Vanguard 0-3M T-Bill ETF (VBIL)SOLE	ETF	1.20M	SH	$90.51M 1.49%	0.00	1.20M
Meritage Homes Corp (MTH)SOLE	COMMON	1.45M	SH	$89.97M 1.48%	506.39K	948.46K
Lennar Corporation - B SHS (LEN/B)SOLE	COMMON	364.06K	SH	$30.62M 0.50%	235.09K	128.97K
Taylor Morrison Home Corp (TMHC)SOLE	COMMON	270.61K	SH	$15.76M 0.26%	164.11K	106.50K
DNOW INC (DNOW)SOLE	COMMON	824.49K	SH	$9.82M 0.16%	10.12K	814.37K
CRH PLC (CRH)SOLE	COMMON	17.50K	SH	$1.84M 0.03%	17.50K	0.00
Agilent Technologies, Inc. (A)SOLE	COMMON	10.70K	SH	$1.22M 0.02%	10.70K	0.00
J P Morgan Chase (JPM)SOLE	COMMON	4K	SH	$1.18M 0.02%	4K	0.00
Charles Schwab Corporation (SCHW)SOLE	COMMON	12.50K	SH	$1.17M 0.02%	12.50K	0.00
Terex Corp (TEX)SOLE	COMMON	10.92K	SH	$645.5K 0.01%	0.00	10.92K
Union Pacific Corp (UNP)SOLE	COMMON	2.03K	SH	$493.0K <0.01%	2.03K	0.00

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