GREENHAVEN ASSOCIATES INC
CIK 846222 · Holdings on Dec 31, 2023 · First reported Jan 9, 2024
Top ten holdings
Q4 2023- LEN14.37%
- GS9.59%
- C8.84%
- 35045V1008.82%
- JPM8.57%
- CRH8.22%
- PHM6.30%
- TOL6.08%
- WRK5.94%
- DHI5.75%
Share classes counted separately82.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CWeight increased · +1.82 pp7.02% → 8.84%Shares +2.95M (+22.40%)
- LENWeight increased · +1.30 pp13.07% → 14.37%Shares +60.46K (+0.67%)
- DHIWeight increased · +0.85 pp4.90% → 5.75%Shares +34.37K (+0.98%)
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 27
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 | $1.35B | 14.37% | 9.04M shares | 13.07% → 14.37%+1.30 pp +60.46K (+0.67%) | Added | ↗▾ |
| 02 | GSGOLDMAN SACHS GROUP INCCOMMON View history and evidence | $899.03M | 9.59% | 2.33M shares | 9.79% → 9.59%-0.20 pp -3.46K (-0.15%) | Reduced | ↗▾ |
| 03 | CCITIGROUP INCCOMMON View history and evidence | $828.87M | 8.84% | 16.11M shares | 7.02% → 8.84%+1.82 pp +2.95M (+22.40%) | Added | ↗▾ |
| 04 | 35045V100General Motors Co (GM)COMMON View history and evidence | $827.53M | 8.82% | 23.04M shares | 9.50% → 8.82%-0.68 pp +818.27K (+3.68%) | Added | ↗▾ |
| 05 | JPMJPMORGAN CHASE & COCOMMON View history and evidence | $803.47M | 8.57% | 4.72M shares | 8.87% → 8.57%-0.30 pp +4.50K (+0.10%) | Added | ↗▾ |
| 06 | CRHCRH PLCCOMMON View history and evidence | $770.58M | 8.22% | 11.14M shares | 7.83% → 8.22%+0.39 pp +103.51K (+0.94%) | Added | ↗▾ |
| 07 | PHMPULTEGROUP INCCOMMON View history and evidence | $591.08M | 6.30% | 5.73M shares | 5.47% → 6.30%+0.83 pp +24.35K (+0.43%) | Added | ↗▾ |
| 08 | TOLTOLL BROTHERS INCCOMMON View history and evidence | $569.97M | 6.08% | 5.54M shares | 5.33% → 6.08%+0.75 pp -8.92K (-0.16%) | Reduced | ↗▾ |
| 09 | WRKWESTROCK COCOMMON View history and evidence | $556.81M | 5.94% | 13.41M shares | 6.28% → 5.94%-0.34 pp -109.15K (-0.81%) | Reduced | ↗▾ |
| 10 | DHIDR HORTON INCCOMMON View history and evidence | $539.22M | 5.75% | 3.55M shares | 4.90% → 5.75%+0.85 pp +34.37K (+0.98%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| WHR WHIRLPOOL CORP | Non-derivative | -1,585,070 | -$211.92M | SEC filing ↗ | SEC filing ↗ |
| GIL GILDAN ACTIVEWEAR INC | Non-derivative | -561,734 | -$15.73M | SEC filing ↗ | SEC filing ↗ |
| ALV AUTOLIV INC | Non-derivative | -40,285 | -$3.89M | 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 9379353063
}Take these holdings further.
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