Holdings of GREENHAVEN ASSOCIATES INC
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 92.5 % of the equity sleeve
Sector breakdown
- Industrials 20.4 %
- Consumer discretionary 10.2 %
- 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
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 21 | 4.7B $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Lennar Corp | 10,632,131 | 923.3M $ | |
| Toll Brothers Inc | 5,645,309 | 770.4M $ | |
| PulteGroup Inc | 5,497,109 | 646.5M $ | |
| DR Horton Inc | 3,466,920 | 475.7M $ | |
| Oshkosh Corp | 2,531,005 | 372.6M $ | |
| Arrow Electronics Inc | 1,895,860 | 271.9M $ | |
| Avnet Inc | 3,920,512 | 241.6M $ | |
| Baxter International Inc | 14,307,688 | 240.4M $ | |
| Lear Corp | 1,697,369 | 205.5M $ | |
| Avantor Inc | 22,593,838 | 177.1M $ | |
| NOV Inc | 5,751,338 | 108.2M $ | |
| Vanguard 0-3 Month Treasury Bi | 1,196,425 | 90.5M $ | |
| Meritage Homes Corp | 1,454,849 | 90M $ | |
| Lennar Corp | 364,059 | 30.6M $ | |
| Taylor Morrison Home Corp | 270,608 | 15.8M $ | |
| DNOW Inc | 824,487 | 9.8M $ | |
| Agilent Technologies Inc | 10,700 | 1.2M $ | |
| JPMorgan Chase & Co | 4,000 | 1.2M $ | |
| Charles Schwab Corp/The | 12,500 | 1.2M $ | |
| Terex Corp | 10,922 | 645.5K $ | |
| Union Pacific Corp | 2,032 | 493K $ |