Investor
GREENHAVEN ASSOCIATES INC
CIK 0000846222 · filed 2026-04-06 · SEC filing
13F book
$6.07B
Positions
27
1 new · 4 sold
Largest name
15.4%
General Motors Co (GM)
Est. mark
−$111.5M
Price effect on 26 names still held. Flow $13M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| General Motors Co (GM) | — | 12.5M | $933.2M | 15.4% | −$85.4M | Cut−$301.2M |
| Lennar Corp | — | 10.6M | $923.3M | 15.2% | −$161.1M | Added−$114.4M |
| Toll Brothers, Inc. | TOL | 5.65M | $770.4M | 12.7% | $7M | Added$12.8M |
| Pulte Group Inc | — | 5.5M | $646.5M | 10.6% | $1.92M | Cut−$2.45M |
| D R Horton Inc | — | 3.47M | $475.7M | 7.8% | −$23.6M | Cut−$26.1M |
| Oshkosh Corp | OSK | 2.53M | $372.6M | 6.1% | $54.4M | Added$55.8M |
| Arrow Electrs Inc | — | 1.9M | $271.9M | 4.5% | $63M | Cut$62.5M |
| Avnet Inc | AVT | 3.92M | $241.6M | 4.0% | $53.1M | Cut$52.7M |
| Baxter Intl Inc | — | 14.3M | $240.4M | 4.0% | −$24.7M | Added$36M |
| Slb Limited/Nv | SLB | 4.66M | $239.7M | 3.9% | $60.6M | Added$60.8M |
| Icon Plc | ICLR | 2M | $221.6M | 3.6% | −$1.24M | Added$218.4M |
| Lear Corp | LEA | 1.7M | $205.5M | 3.4% | $11M | Cut$1.98M |
| Avantor, Inc. | AVTR | 22.6M | $177.1M | 2.9% | −$74.2M | Added−$57.8M |
| NOV Inc. | NOV | 5.75M | $108.2M | 1.8% | $18.3M | Added$18.4M |
| Vanguard Instl Index Fd | — | 1.2M | $90.5M | 1.5% | $170K | Added$32.2M |
| Meritage Homes Corp | MTH | 1.45M | $90M | 1.5% | −$5.76M | Cut−$6.45M |
| Lennar Corp | — | 364.1K | $30.6M | 0.5% | −$4M | Held |
| Taylor Morrison Home Corp | — | 270.6K | $15.8M | 0.3% | −$29.9K | Added$13M |
| DNOW Inc. | DNOW | 824.5K | $9.82M | 0.2% | — | New |
| Crh Plc | — | 17.5K | $1.84M | 0.0% | −$344.4K | Cut−$656.4K |
| Agilent Technologies, Inc. | A | 10.7K | $1.22M | 0.0% | −$236.4K | Held |
| Jpmorgan Chase & Co. | — | 4K | $1.18M | 0.0% | −$112.2K | Held |
| Schwab Charles Corp | — | 12.5K | $1.17M | 0.0% | −$74.1K | Held |
| Terex Corp New | — | 10.9K | $645.5K | 0.0% | $62.5K | Cut−$391.3K |
| Union Pac Corp | — | 2.03K | $493K | 0.0% | $23K | Held |
| Genpact Limited | — | 10K | $372.5K | 0.0% | −$95.3K | Held |
| Stellantis N.V. | STLA | 37K | $262.3K | 0.0% | −$136.8K | Added−$129.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.