Holdings of GREENHAVEN ASSOCIATES INC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 21 in 1 countries
- Top ten
- 92.5 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Lennar Corp | 10,632,131 | 923.3M $ | |
| 2 | Toll Brothers Inc | 5,645,309 | 770.4M $ | |
| 3 | PulteGroup Inc | 5,497,109 | 646.5M $ | |
| 4 | DR Horton Inc | 3,466,920 | 475.7M $ | |
| 5 | Oshkosh Corp | 2,531,005 | 372.6M $ | |
| 6 | Arrow Electronics Inc | 1,895,860 | 271.9M $ | |
| 7 | Avnet Inc | 3,920,512 | 241.6M $ | |
| 8 | Baxter International Inc | 14,307,688 | 240.4M $ | |
| 9 | Lear Corp | 1,697,369 | 205.5M $ | |
| 10 | Avantor Inc | 22,593,838 | 177.1M $ | |
| 11 | NOV Inc | 5,751,338 | 108.2M $ | |
| 12 | Vanguard 0-3 Month Treasury Bi | 1,196,425 | 90.5M $ | |
| 13 | Meritage Homes Corp | 1,454,849 | 90M $ | |
| 14 | Lennar Corp | 364,059 | 30.6M $ | |
| 15 | Taylor Morrison Home Corp | 270,608 | 15.8M $ | |
| 16 | DNOW Inc | 824,487 | 9.8M $ | |
| 17 | Agilent Technologies Inc | 10,700 | 1.2M $ | |
| 18 | JPMorgan Chase & Co | 4,000 | 1.2M $ | |
| 19 | Charles Schwab Corp/The | 12,500 | 1.2M $ | |
| 20 | Terex Corp | 10,922 | 645.5K $ | |
| 21 | Union Pacific Corp | 2,032 | 493K $ |
Sector breakdown
- Consumer discretionary 30.6 %
- Financials 0.1 %
- Unattributed 69.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 21 | 4.7B $ | 100.00 % |
Cite this page
Titelia. "Holdings of GREENHAVEN ASSOCIATES INC". https://titelia.com/en/funds/US13F846222