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GREENHAVEN ASSOCIATES INC — 13F Holdings & Portfolio

CIK 846222 · latest 13F-HR filed 2026-04-06

Backtest portfolio

GREENHAVEN ASSOCIATES INC manages $6.07B in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are General Motors Co (GM) (15.37%), LEN (15.21%), TOL (12.69%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 4, added to 9, and trimmed 13.

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.

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AUM

$6.07B

Long-equity book

Holdings

27

Distinct positions

Period

2026-03-31

Filed 2026-04-06

Q/Q Activity

+1 / −4 / ↑9 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Icon PLC (ICLR)$218.4M +6891.1%
  • Arrow Electronics Inc (ARW)$62.5M +29.9%
  • SLB LTD (SLB)$60.8M +34.0%
  • Oshkosh Corp (OSK)$55.8M +17.6%
  • Avnet Inc (AVT)$52.7M +27.9%
Show all 9 →

Top Trims

  • General Motors Co (GM)-$301.2M -24.4%
  • Lennar Corporation - A (LEN)-$114.4M -11.0%
  • Avantor Inc (AVTR)-$57.8M -24.6%
  • D R Horton, Inc. (DHI)-$26.1M -5.2%
  • Meritage Homes Corp (MTH)-$6.5M -6.7%
Show all 13 →

New Positions

  • DNOW INC (DNOW)$9.8M
Show all 1 →

Exited Positions

  • Millrose Properties (MRP)$137.3M
  • Teleflex Inc (TFX)$14.9M
  • Citigroup Inc (C)$3.9M
  • Robert Half Inc (RHI)$2.8M
Show all 4 →
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 General Motors Co (GM) — 35045V100 $933.2M 15.37% 12,526,135 SH
2 Lennar Corporation - A (LEN) LEN 526057104 $923.3M 15.21% 10,632,131 SH
3 Toll Brothers, Inc. (TOL) TOL 889478103 $770.4M 12.69% 5,645,309 SH
4 PulteGroup Inc. (PHM) PHM 745867101 $646.5M 10.65% 5,497,109 SH
5 D R Horton, Inc. (DHI) DHI 23331A109 $475.7M 7.84% 3,466,920 SH
6 Oshkosh Corp (OSK) OSK 688239201 $372.6M 6.14% 2,531,005 SH
7 Arrow Electronics Inc (ARW) ARW 042735100 $271.9M 4.48% 1,895,860 SH
8 Avnet Inc (AVT) AVT 053807103 $241.6M 3.98% 3,920,512 SH
9 Baxter International Inc (BAX) BAX 071813109 $240.4M 3.96% 14,307,688 SH
10 SLB LTD (SLB) SLB 806857108 $239.7M 3.95% 4,664,577 SH
11 Icon PLC (ICLR) ICLR G4705A100 $221.6M 3.65% 2,002,411 SH
12 Lear Corporation (LEA) LEA 521865204 $205.5M 3.38% 1,697,369 SH
13 Avantor Inc (AVTR) AVTR 05352A100 $177.1M 2.92% 22,593,838 SH
14 NOV INC (NOV) NOV 62955J103 $108.2M 1.78% 5,751,338 SH
15 Vanguard 0-3M T-Bill ETF (VBIL) VBIL 922040845 $90.5M 1.49% 1,196,425 SH
16 Meritage Homes Corp (MTH) MTH 59001A102 $90.0M 1.48% 1,454,849 SH
17 Lennar Corporation - B SHS (LEN/B) LEN.B 526057302 $30.6M 0.50% 364,059 SH
18 Taylor Morrison Home Corp (TMHC) TMHC 87724P106 $15.8M 0.26% 270,608 SH
19 DNOW INC (DNOW) DNOW 67011P100 $9.8M 0.16% 824,487 SH
20 CRH PLC (CRH) CRH G25508105 $1.8M 0.03% 17,500 SH
21 Agilent Technologies, Inc. (A) A 00846U101 $1.2M 0.02% 10,700 SH
22 J P Morgan Chase (JPM) JPM 46625H100 $1.2M 0.02% 4,000 SH
23 Charles Schwab Corporation (SCHW) SCHW 808513105 $1.2M 0.02% 12,500 SH
24 Terex Corp (TEX) TEX 880779103 $645.5K 0.01% 10,922 SH
25 Union Pacific Corp (UNP) UNP 907818108 $493.0K 0.01% 2,032 SH
26 Genpact LTD (G) G G3922B107 $372.5K 0.01% 10,000 SH
27 Stellantis NV (STLA) STLA N82405106 $262.3K 0.00% 37,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-06 $6.07B 27 0001213900-26-040342
2025-12-31 2026-01-07 $6.17B 30 0001213900-26-002117