GREENHAVEN ASSOCIATES INC
13F Reported Value
ⓘ$8.7B
Holdings
28
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GREENHAVEN ASSOCIATES INC disclosed 28 positions worth $8.7B in its Form 13F-HR for Q2 2026, led by $LEN (LENNAR CORP /NEW/) at 11.8% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $BDX and a full exit from $TMHC. The portfolio is most concentrated in Industrials (51.1% of disclosed assets). All figures are sourced directly from GREENHAVEN ASSOCIATES INC’s Form 13F-HR filing with the SEC under CIK 846222.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 47.2#1,792
Quality
$1.0B11,316,279 sh General Motors Co (GM) - COMMON
—Quality
$992.3M12,873,506 sh- 58.1#1,043
Quality
$927.6M5,630,109 sh - 59.0
Quality
$859.8M5,681,708 sh - 55.3
Quality
$748.6M5,455,949 sh - 53.6
Quality
$571.0M3,505,800 sh - —
Quality
$538.6M3,100,615 sh - —
Quality
$421.2M3,384,681 sh - 45.2
Quality
$392.7M2,558,680 sh - 55.7
Quality
$376.5M1,764,153 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 LENNAR CORP /NEW/$LEN | 47.2#1,792 | $1.0B | 11,316,279 |
| General Motors Co (GM) - COMMON | — | $992.3M | 12,873,506 |
 Toll Brothers, Inc.$TOL | 58.1#1,043 | $927.6M | 5,630,109 |
 BECTON DICKINSON & CO$BDX | 59.0 | $859.8M | 5,681,708 |
 PULTEGROUP INC/MI/$PHM | 55.3 | $748.6M | 5,455,949 |
 HORTON D R INC /DE/$DHI | 53.6 | $571.0M | 3,505,800 |
 ICON PLC$ICLR | — | $538.6M | 3,100,615 |
 Accenture plc$ACN | — | $421.2M | 3,384,681 |
 OSHKOSH CORP$OSK | 45.2 | $392.7M | 2,558,680 |
 ARROW ELECTRONICS, INC.$ARW | 55.7 | $376.5M | 1,764,153 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GREENHAVEN ASSOCIATES INC's 28 positions.
Showing top 10 of 28 holdings.
Sector Allocation
Industrials
$4.4B
Healthcare
$1.9B
Other
$1.0B
Technology
$1.0B
Energy
$337.4M
Financials
$2.0M
Materials
$1.9M
Full Holdings — GREENHAVEN ASSOCIATES INC (Q2 2026)
All 28 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LEN | LENNAR CORP /NEW/ | $1.0B | 11.8% | +6% | 47.2 |
| 2 | — | General Motors Co (GM) - COMMON | $992.3M | 11.5% | +3% | — |
| 3 | $TOL | Toll Brothers, Inc. | $927.6M | 10.7% | -0% | 58.1 |
| 4 | $BDX | BECTON DICKINSON & CO | $859.8M | 9.9% | NEW | 59 |
| 5 | $PHM | PULTEGROUP INC/MI/ | $748.6M | 8.6% | -1% | 55.3 |
| 6 | $DHI | HORTON D R INC /DE/ | $571.0M | 6.6% | +1% | 53.6 |
| 7 | $ICLR | ICON PLC | $538.6M | 6.2% | +55% | — |
| 8 | $ACN | Accenture plc | $421.2M | 4.9% | NEW | — |
| 9 | $OSK | OSHKOSH CORP | $392.7M | 4.5% | +1% | 45.2 |
| 10 | $ARW | ARROW ELECTRONICS, INC. | $376.5M | 4.3% | -7% | 55.7 |
| 11 |  $AVT | AVNET INC | $335.1M | 3.9% | -4% | 48.5 |
| 12 |  $BAX | BAXTER INTERNATIONAL INC | $304.6M | 3.5% | -0% | 50.1 |
| 13 |  $AVTR | Avantor, Inc. | $243.9M | 2.8% | +9% | 39.6 |
| 14 |  $LEA | LEAR CORP | $195.2M | 2.3% | -14% | 53.9 |
| 15 |  $SLB | SLB LIMITED/NV | $176.8M | 2.0% | -18% | 57.9 |
| 16 |  $IQV | IQVIA HOLDINGS INC. | $148.4M | 1.7% | NEW | 61.4 |
| 17 |  $MTH | Meritage Homes CORP | $108.8M | 1.3% | -11% | — |
| 18 |  $NOV | NOV Inc. | $104.3M | 1.2% | -2% | 47.8 |
| 19 |  $DNOW | DNOW Inc. | $56.3M | 0.7% | +427% | 48.8 |
| 20 | — | Vanguard 0-3M T-Bill ETF (VBIL) - ETF | $50.1M | 0.6% | -45% | — |
| 21 |  $EPAM | EPAM Systems, Inc. | $46.6M | 0.5% | NEW | 58.9 |
| 22 |  $LEN.B | LENNAR CORP /NEW/ | $32.3M | 0.4% | +0% | 47.2 |
| 23 |  $CRH | CRH PUBLIC LTD CO | $1.9M | 0.0% | +0% | — |
| 24 |  $A | AGILENT TECHNOLOGIES, INC. | $1.4M | 0.0% | +0% | 67.1 |
| 25 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.0% | +0% | 79.4 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $818,325 | 0.0% | -38% | 70.7 |
| 27 |  $UNP | UNION PACIFIC CORP | $552,704 | 0.0% | +0% | 69.7 |
| 28 |  $G | Genpact LTD | $275,000 | 0.0% | +0% | — |
New Positions (4)
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