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GREENHAVEN ASSOCIATES INC — 13F Holdings & Portfolio

CIK 846222 · latest 13F-HR filed 2026-07-28

Backtest portfolio

GREENHAVEN ASSOCIATES INC manages $8.66B in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LEN (11.82%), GM (11.46%), TOL (10.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 3, added to 16, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
THREE MANHATTANVILLE RD
PURCHASE, NY 10577
Phone
(914) 253-9350
Filing Manager
GREENHAVEN ASSOCIATES INC
Purchase, NY
Signatory
Chris A. Wachenheim
President
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AUM

$8.66B

Long-equity book

Holdings

28

Distinct positions

Period

2026-06-30

Filed 2026-07-28

Q/Q Activity

+4 / −3 / ↑16 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Icon Plc (ICLR)$317.0M +143.1%
  • Toll Brothers, Inc. (TOL)$157.1M +20.4%
  • Arrow Electronics Inc (ARW)$104.6M +38.5%
  • PulteGroup Inc. (PHM)$102.1M +15.8%
  • Lennar Corporation - A (LEN)$100.7M +10.9%
Show all 16 →

Top Trims

  • SLB Ltd (SLB)-$62.9M -26.3%
  • Vanguard 0-3M T-Bill ETF (VBIL)-$40.4M -44.6%
  • Lear Corporation (LEA)-$10.3M -5.0%
  • J P Morgan Chase (JPM)-$358.3K -30.5%
  • Genpact LTD (G)-$97.5K -26.2%
Show all 5 →

New Positions

  • Becton Dickinson & Co (BDX)$859.8M
  • Accenture Plc (ACN)$421.2M
  • Iqvia Hldgs Inc (IQV)$148.4M
  • Epam Sys Inc (EPAM)$46.6M
Show all 4 →

Exited Positions

  • Taylor Morrison Home Corp (TMHC)$15.8M
  • Terex Corp (TEX)$645.5K
  • Stellantis NV (STLA)$262.3K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Lennar Corporation - A (LEN) LEN 526057104 $1.02B 11.82% 11,316,279 SH
2 General Motors Co (GM) GM 35045V100 $992.3M 11.46% 12,873,506 SH
3 Toll Brothers, Inc. (TOL) TOL 889478103 $927.6M 10.71% 5,630,109 SH
4 Becton Dickinson & Co (BDX) BDX 075887109 $859.8M 9.93% 5,681,708 SH
5 PulteGroup Inc. (PHM) PHM 745867101 $748.6M 8.64% 5,455,949 SH
6 D R Horton, Inc. (DHI) DHI 23331A109 $571.0M 6.59% 3,505,800 SH
7 Icon Plc (ICLR) ICLR G4705A100 $538.6M 6.22% 3,100,615 SH
8 Accenture Plc (ACN) ACN G1151C101 $421.2M 4.86% 3,384,681 SH
9 Oshkosh Corp (OSK) OSK 688239201 $392.7M 4.53% 2,558,680 SH
10 Arrow Electronics Inc (ARW) ARW 042735100 $376.5M 4.35% 1,764,153 SH
11 Avnet Inc (AVT) AVT 053807103 $335.1M 3.87% 3,772,861 SH
12 Baxter International Inc (BAX) BAX 071813109 $304.6M 3.52% 14,285,228 SH
13 Avantor Inc (AVTR) AVTR 05352A100 $243.9M 2.82% 24,637,310 SH
14 Lear Corporation (LEA) LEA 521865204 $195.2M 2.25% 1,455,933 SH
15 SLB Ltd (SLB) SLB 806857108 $176.8M 2.04% 3,802,344 SH
16 Iqvia Hldgs Inc (IQV) IQV 46266C105 $148.4M 1.71% 768,045 SH
17 Meritage Homes Corp (MTH) MTH 59001A102 $108.8M 1.26% 1,297,494 SH
18 Nov Inc (NOV) NOV 62955J103 $104.3M 1.20% 5,620,019 SH
19 Dnow Inc (DNOW) DNOW 67011P100 $56.3M 0.65% 4,343,617 SH
20 Vanguard 0-3M T-Bill ETF (VBIL) VBIL 922040845 $50.1M 0.58% 662,000 SH
21 Epam Sys Inc (EPAM) EPAM 29414B104 $46.6M 0.54% 587,300 SH
22 Lennar Corporation - B SHS (LEN/B) LEN.B 526057302 $32.3M 0.37% 364,059 SH
23 CRH Plc (CRH) CRH G25508105 $1.9M 0.02% 17,500 SH
24 Agilent Technologies, Inc. (A) A 00846U101 $1.4M 0.02% 10,700 SH
25 Charles Schwab Corporation (SCHW) SCHW 808513105 $1.2M 0.01% 12,500 SH
26 J P Morgan Chase (JPM) JPM 46625H100 $818.3K 0.01% 2,500 SH
27 Union Pacific Corp (UNP) UNP 907818108 $552.7K 0.01% 2,032 SH
28 Genpact LTD (G) G G3922B107 $275.0K 0.00% 10,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $8.66B 28 0001213900-26-082192
2026-03-31 2026-04-06 $6.07B 27 0001213900-26-040342
2025-12-31 2026-01-07 $6.17B 30 0001213900-26-002117