GREENHAVEN ASSOCIATES INC
CIK 846222 · Holdings on Jun 30, 2026 · First reported Jul 28, 2026
Top ten holdings
Q2 2026- LEN11.82%
- 35045V10011.46%
- TOL10.71%
- BDX9.93%
- PHM8.64%
- DHI6.59%
- ICLR6.22%
- ACN4.86%
- OSK4.53%
- ARW4.35%
Share classes counted separately79.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 35045V100Weight decreased · -3.91 pp15.37% → 11.46%Shares +347.37K (+2.77%)
- LENWeight decreased · -3.39 pp15.21% → 11.82%Shares +684.15K (+6.43%)
- ICLRWeight increased · +2.57 pp3.65% → 6.22%Shares +1.10M (+54.84%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LENLENNAR CORP-ACOMMON View history and evidence | $1.02B | 11.82% | 11.32M shares | 15.21% → 11.82%-3.39 pp +684.15K (+6.43%) | Added | ▾ |
| 02 | 35045V100General Motors Co (GM)COMMON View history and evidence | $992.29M | 11.46% | 12.87M shares | 15.37% → 11.46%-3.91 pp +347.37K (+2.77%) | Added | ▾ |
| 03 | TOLTOLL BROTHERS INCCOMMON View history and evidence | $927.56M | 10.71% | 5.63M shares | 12.69% → 10.71%-1.98 pp -15.20K (-0.27%) | Reduced | ▾ |
| 04 | BDXBECTON DICKINSON AND COCOMMON View history and evidence | $859.81M | 9.93% | 5.68M shares | Prior unavailable +5.68M | New | ▾ |
| 05 | PHMPULTEGROUP INCCOMMON View history and evidence | $748.61M | 8.64% | 5.46M shares | 10.65% → 8.64%-2.01 pp -41.16K (-0.75%) | Reduced | ▾ |
| 06 | DHIDR HORTON INCCOMMON View history and evidence | $571.02M | 6.59% | 3.51M shares | 7.84% → 6.59%-1.25 pp +38.88K (+1.12%) | Added | ▾ |
| 07 | ICLRICON PLCCOMMON View history and evidence | $538.61M | 6.22% | 3.10M shares | 3.65% → 6.22%+2.57 pp +1.10M (+54.84%) | Added | ▾ |
| 08 | ACNACCENTURE PLC-CL ACOMMON View history and evidence | $421.19M | 4.86% | 3.38M shares | Prior unavailable +3.38M | New | ▾ |
| 09 | OSKOSHKOSH CORPCOMMON View history and evidence | $392.71M | 4.53% | 2.56M shares | 6.14% → 4.53%-1.61 pp +27.68K (+1.09%) | Added | ▾ |
| 10 | ARWARROW ELECTRONICS INCCOMMON View history and evidence | $376.49M | 4.35% | 1.76M shares | 4.48% → 4.35%-0.13 pp -131.71K (-6.95%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TMHC TAYLOR MORRISON HOME CORP | Non-derivative | -270,608 | -$15.76M | SEC filing ↗ | SEC filing ↗ |
| TEX TEREX CORP | Non-derivative | -10,922 | -$645.49K | SEC filing ↗ | SEC filing ↗ |
| STLA STELLANTIS NV | Non-derivative | -37,000 | -$262.33K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 846222 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 8660705519
}Take these holdings further.
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