GREENHAVEN ASSOCIATES INC

PrivateCIK: 846222
Location

PURCHASE, NY

28
Positions
$8.66B
Total AUM (reported)
116.92M
Total Shares

Allocation by class

TOTAL AUM$8.66B28 positions
COMMON$8.61B99.4%
ETF$50.10M0.6%

Portfolio Concentration

Top 334.0%4–1045.1%11–2520.9%Rest0.0%TOP 1079.1%0%100%
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)

SOLE
COMMON
Shares11.32M
TypeSH
Market value$1.02B
11.82%
Sole
3.46M
Shared
7.85M
None
0.00

General Motors Co (GM)

SOLE
COMMON
Shares12.87M
TypeSH
Market value$992.29M
11.46%
Sole
3.47M
Shared
9.41M
None
0.00

Toll Brothers, Inc. (TOL)

SOLE
COMMON
Shares5.63M
TypeSH
Market value$927.56M
10.71%
Sole
2.24M
Shared
3.39M
None
0.00

Becton Dickinson & Co (BDX)

SOLE
COMMON
Shares5.68M
TypeSH
Market value$859.81M
9.93%
Sole
1.69M
Shared
3.99M
None
0.00

PulteGroup Inc. (PHM)

SOLE
COMMON
Shares5.46M
TypeSH
Market value$748.61M
8.64%
Sole
1.39M
Shared
4.06M
None
0.00

D R Horton, Inc. (DHI)

SOLE
COMMON
Shares3.51M
TypeSH
Market value$571.02M
6.59%
Sole
238.96K
Shared
3.27M
None
0.00

Icon Plc (ICLR)

SOLE
COMMON
Shares3.10M
TypeSH
Market value$538.61M
6.22%
Sole
861.66K
Shared
2.24M
None
0.00

Accenture Plc (ACN)

SOLE
COMMON
Shares3.38M
TypeSH
Market value$421.19M
4.86%
Sole
1.02M
Shared
2.36M
None
0.00

Oshkosh Corp (OSK)

SOLE
COMMON
Shares2.56M
TypeSH
Market value$392.71M
4.53%
Sole
585.25K
Shared
1.97M
None
0.00

Arrow Electronics Inc (ARW)

SOLE
COMMON
Shares1.76M
TypeSH
Market value$376.49M
4.35%
Sole
487.23K
Shared
1.28M
None
0.00

Avnet Inc (AVT)

SOLE
COMMON
Shares3.77M
TypeSH
Market value$335.11M
3.87%
Sole
904.30K
Shared
2.87M
None
0.00

Baxter International Inc (BAX)

SOLE
COMMON
Shares14.29M
TypeSH
Market value$304.56M
3.52%
Sole
4.17M
Shared
10.12M
None
0.00

Avantor Inc (AVTR)

SOLE
COMMON
Shares24.64M
TypeSH
Market value$243.91M
2.82%
Sole
6.76M
Shared
17.87M
None
0.00

Lear Corporation (LEA)

SOLE
COMMON
Shares1.46M
TypeSH
Market value$195.18M
2.25%
Sole
264.08K
Shared
1.19M
None
0.00

SLB Ltd (SLB)

SOLE
COMMON
Shares3.80M
TypeSH
Market value$176.77M
2.04%
Sole
733.27K
Shared
3.07M
None
0.00

Iqvia Hldgs Inc (IQV)

SOLE
COMMON
Shares768.04K
TypeSH
Market value$148.40M
1.71%
Sole
329.50K
Shared
438.55K
None
0.00

Meritage Homes Corp (MTH)

SOLE
COMMON
Shares1.30M
TypeSH
Market value$108.79M
1.26%
Sole
414.72K
Shared
882.77K
None
0.00

Nov Inc (NOV)

SOLE
COMMON
Shares5.62M
TypeSH
Market value$104.25M
1.20%
Sole
235.50K
Shared
5.38M
None
0.00

Dnow Inc (DNOW)

SOLE
COMMON
Shares4.34M
TypeSH
Market value$56.34M
0.65%
Sole
57.59K
Shared
4.29M
None
0.00

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

SOLE
ETF
Shares662K
TypeSH
Market value$50.10M
0.58%
Sole
0.00
Shared
662K
None
0.00

Epam Sys Inc (EPAM)

SOLE
COMMON
Shares587.30K
TypeSH
Market value$46.60M
0.54%
Sole
7.10K
Shared
580.20K
None
0.00

Lennar Corporation - B SHS (LEN/B)

SOLE
COMMON
Shares364.06K
TypeSH
Market value$32.30M
0.37%
Sole
235.09K
Shared
128.97K
None
0.00

CRH Plc (CRH)

SOLE
COMMON
Shares17.50K
TypeSH
Market value$1.87M
0.02%
Sole
17.50K
Shared
0.00
None
0.00

Agilent Technologies, Inc. (A)

SOLE
COMMON
Shares10.70K
TypeSH
Market value$1.42M
0.02%
Sole
10.70K
Shared
0.00
None
0.00

Charles Schwab Corporation (SCHW)

SOLE
COMMON
Shares12.50K
TypeSH
Market value$1.15M
0.01%
Sole
12.50K
Shared
0.00
None
0.00
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