Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GREENHAVEN ASSOCIATES INC (CIK 846222) reported $6.07B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($933.2M, 15.37%), LEN ($923.3M, 15.21%), TOL ($770.4M, 12.69%), PHM ($646.5M, 10.65%), DHI ($475.7M, 7.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | General Motors Co (GM) | $933.2M | 15.37% | 12.5M | Trimmed | |
| 2 | LEN | Lennar Corporation - A (LEN) | $923.3M | 15.21% | 10.6M | Added |
| 3 | TOL | Toll Brothers, Inc. (TOL) | $770.4M | 12.69% | 5.6M | Added |
| 4 | PHM | PulteGroup Inc. (PHM) | $646.5M | 10.65% | 5.5M | Trimmed |
| 5 | DHI | D R Horton, Inc. (DHI) | $475.7M | 7.84% | 3.5M | Trimmed |
| 6 | OSK | Oshkosh Corp (OSK) | $372.6M | 6.14% | 2.5M | Added |
| 7 | ARW | Arrow Electronics Inc (ARW) | $271.9M | 4.48% | 1.9M | Trimmed |
| 8 | AVT | Avnet Inc (AVT) | $241.6M | 3.98% | 3.9M | Trimmed |
| 9 | BAX | Baxter International Inc (BAX) | $240.4M | 3.96% | 14.3M | Added |
| 10 | SLB | SLB LTD (SLB) | $239.7M | 3.95% | 4.7M | Added |
| 11 | ICLR | Icon PLC (ICLR) | $221.6M | 3.65% | 2.0M | Added |
| 12 | LEA | Lear Corporation (LEA) | $205.5M | 3.38% | 1.7M | Trimmed |
| 13 | AVTR | Avantor Inc (AVTR) | $177.1M | 2.92% | 22.6M | Added |
| 14 | NOV | NOV INC (NOV) | $108.2M | 1.78% | 5.8M | Added |
| 15 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | $90.5M | 1.49% | 1.2M | Added |
| 16 | MTH | Meritage Homes Corp (MTH) | $90.0M | 1.48% | 1.5M | Trimmed |
| 17 | LEN/B | Lennar Corporation - B SHS (LEN/B) | $30.6M | 0.50% | 364,059 | Hold |
| 18 | TMHC | Taylor Morrison Home Corp (TMHC) | $15.8M | 0.26% | 270,608 | Added |
| 19 | DNOW | DNOW INC (DNOW) | $9.8M | 0.16% | 824,487 | New |
| 20 | CRH | CRH PLC (CRH) | $1.8M | 0.03% | 17,500 | Trimmed |
| 21 | SCHW | Charles Schwab Corporation (SCHW) | $1.2M | 0.02% | 12,500 | Hold |
| 22 | A | Agilent Technologies, Inc. (A) | $1.2M | 0.02% | 10,700 | Hold |
| 23 | JPM | J P Morgan Chase (JPM) | $1.2M | 0.02% | 4,000 | Hold |
| 24 | TEX | Terex Corp (TEX) | $645,490 | 0.01% | 10,922 | Trimmed |
| 25 | UNP | Union Pacific Corp (UNP) | $493,004 | 0.01% | 2,032 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31