GREENHAVEN ASSOCIATES INC

CIK 0000846222 · PURCHASE, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

GREENHAVEN ASSOCIATES INC reported 28 positions worth $8.66B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: LEN (11.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$8.66B
2026 Q2
Positions
28
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.1%
Est. Net Flow (Q)
2026 Q2
10 / 28 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LENLennar Corporation - A (LEN)SH$1.02B11.82%11,316,279
235045V100General Motors Co (GM)SH$992.3M11.46%12,873,506
3TOLToll Brothers, Inc. (TOL)SH$927.6M10.71%5,630,109
4BDXBecton Dickinson & Co (BDX)SH$859.8M9.93%5,681,708
5PHMPulteGroup Inc. (PHM)SH$748.6M8.64%5,455,949
6DHID R Horton, Inc. (DHI)SH$571.0M6.59%3,505,800
7ICLRIcon Plc (ICLR)SH$538.6M6.22%3,100,615
8ACNAccenture Plc (ACN)SH$421.2M4.86%3,384,681
9OSKOshkosh Corp (OSK)SH$392.7M4.53%2,558,680
10ARWArrow Electronics Inc (ARW)SH$376.5M4.35%1,764,153

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GREENHAVEN ASSOCIATES INC hold as of Q2 2026?

GREENHAVEN ASSOCIATES INC reported 28 positions worth $8.66B in its Q2 2026 13F filing. Largest positions: LEN (11.8%), General Motors Co (GM) (11.5%), TOL (10.7%), BDX (9.9%) and PHM (8.6%).

What did GREENHAVEN ASSOCIATES INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GREENHAVEN ASSOCIATES INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.