GREENHAVEN ASSOCIATES INC
CIK 846222 · Holdings on Dec 31, 2025 · First reported Jan 7, 2026
Top ten holdings
Q4 2025- 35045V10020.01%
- LEN16.82%
- TOL12.28%
- PHM10.52%
- DHI8.13%
- OSK5.13%
- AVTR3.81%
- ARW3.39%
- BAX3.31%
- LEA3.30%
Share classes counted separately86.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LENWeight decreased · -1.68 pp18.50% → 16.82%Shares +440.75K (+4.57%)
- 35045V100Weight decreased · -1.38 pp21.39% → 20.01%Shares -7.89M (-34.19%)
- DHIWeight decreased · -1.25 pp9.38% → 8.13%Shares -153.62K (-4.22%)
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 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 35045V100General Motors Co (GM)COMMON View history and evidence | $1.23B | 20.01% | 15.18M shares | 21.39% → 20.01%-1.38 pp -7.89M (-34.19%) | Reduced | ↗▾ |
| 02 | LENLENNAR CORP-ACOMMON View history and evidence | $1.04B | 16.82% | 10.09M shares | 18.50% → 16.82%-1.68 pp +440.75K (+4.57%) | Added | ↗▾ |
| 03 | TOLTOLL BROTHERS INCCOMMON View history and evidence | $757.66M | 12.28% | 5.60M shares | 11.72% → 12.28%+0.56 pp +22.22K (+0.40%) | Added | ↗▾ |
| 04 | PHMPULTEGROUP INCCOMMON View history and evidence | $648.97M | 10.52% | 5.53M shares | 11.19% → 10.52%-0.67 pp -35.40K (-0.64%) | Reduced | ↗▾ |
| 05 | DHIDR HORTON INCCOMMON View history and evidence | $501.82M | 8.13% | 3.48M shares | 9.38% → 8.13%-1.25 pp -153.62K (-4.22%) | Reduced | ↗▾ |
| 06 | OSKOSHKOSH CORPCOMMON View history and evidence | $316.75M | 5.13% | 2.52M shares | 4.98% → 5.13%+0.15 pp -5.31K (-0.21%) | Reduced | ↗▾ |
| 07 | AVTRAVANTOR INCCOMMON View history and evidence | $234.94M | 3.81% | 20.50M shares | 3.48% → 3.81%+0.33 pp +2.19M (+11.95%) | Added | ↗▾ |
| 08 | ARWARROW ELECTRONICS INCCOMMON View history and evidence | $209.34M | 3.39% | 1.90M shares | 3.49% → 3.39%-0.10 pp +1.57K (+0.08%) | Added | ↗▾ |
| 09 | BAXBAXTER INTERNATIONAL INCCOMMON View history and evidence | $204.35M | 3.31% | 10.69M shares | 2.18% → 3.31%+1.13 pp +4.40M (+70.05%) | Added | ↗▾ |
| 10 | LEALEAR CORPCOMMON View history and evidence | $203.53M | 3.30% | 1.78M shares | 2.75% → 3.30%+0.55 pp -19.79K (-1.10%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GS GOLDMAN SACHS GROUP INC | Non-derivative | -1,000 | -$796.35K | SEC filing ↗ | SEC filing ↗ |
1 / 1 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6170050440
}Take these holdings further.
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