GREENHAVEN ASSOCIATES INC
CIK 846222 · Holdings on Mar 31, 2026 · First reported Apr 6, 2026
Top ten holdings
Q1 2026- 35045V10015.37%
- LEN15.21%
- TOL12.69%
- PHM10.65%
- DHI7.84%
- OSK6.14%
- ARW4.48%
- AVT3.98%
- BAX3.96%
- SLB3.95%
Share classes counted separately84.27%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 35045V100Weight decreased · -4.64 pp20.01% → 15.37%Shares -2.65M (-17.48%)
- ICLRWeight increased · +3.60 pp0.05% → 3.65%Shares +1.99M (+11412.08%)
- LENWeight decreased · -1.61 pp16.82% → 15.21%Shares +537.98K (+5.33%)
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 | 35045V100General Motors Co (GM)COMMON View history and evidence | $933.20M | 15.37% | 12.53M shares | 20.01% → 15.37%-4.64 pp -2.65M (-17.48%) | Reduced | ↗▾ |
| 02 | LENLENNAR CORP-ACOMMON View history and evidence | $923.29M | 15.21% | 10.63M shares | 16.82% → 15.21%-1.61 pp +537.98K (+5.33%) | Added | ↗▾ |
| 03 | TOLTOLL BROTHERS INCCOMMON View history and evidence | $770.42M | 12.69% | 5.65M shares | 12.28% → 12.69%+0.41 pp +42.12K (+0.75%) | Added | ↗▾ |
| 04 | PHMPULTEGROUP INCCOMMON View history and evidence | $646.51M | 10.65% | 5.50M shares | 10.52% → 10.65%+0.13 pp -37.32K (-0.67%) | Reduced | ↗▾ |
| 05 | DHIDR HORTON INCCOMMON View history and evidence | $475.73M | 7.84% | 3.47M shares | 8.13% → 7.84%-0.29 pp -17.23K (-0.49%) | Reduced | ↗▾ |
| 06 | OSKOSHKOSH CORPCOMMON View history and evidence | $372.59M | 6.14% | 2.53M shares | 5.13% → 6.14%+1.01 pp +9.71K (+0.39%) | Added | ↗▾ |
| 07 | ARWARROW ELECTRONICS INCCOMMON View history and evidence | $271.89M | 4.48% | 1.90M shares | 3.39% → 4.48%+1.09 pp -4.11K (-0.22%) | Reduced | ↗▾ |
| 08 | AVTAVNET INCCOMMON View history and evidence | $241.58M | 3.98% | 3.92M shares | 3.06% → 3.98%+0.92 pp -8.35K (-0.21%) | Reduced | ↗▾ |
| 09 | BAXBAXTER INTERNATIONAL INCCOMMON View history and evidence | $240.37M | 3.96% | 14.31M shares | 3.31% → 3.96%+0.65 pp +3.61M (+33.80%) | Added | ↗▾ |
| 10 | SLBSLB LTDCOMMON View history and evidence | $239.71M | 3.95% | 4.66M shares | 2.90% → 3.95%+1.05 pp +3.75K (+0.08%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MRP MILLROSE PROPERTIES | Non-derivative | -4,596,584 | -$137.30M | SEC filing ↗ | SEC filing ↗ |
| TFX TELEFLEX INC | Non-derivative | -122,079 | -$14.90M | SEC filing ↗ | SEC filing ↗ |
| C CITIGROUP INC | Non-derivative | -33,260 | -$3.88M | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6071579036
}Take these holdings further.
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