GREENHAVEN ASSOCIATES INC 13F Holdings

CIK 0000846222 · Purchase, NY

As of Sep 30, 2025, GREENHAVEN ASSOCIATES INC reported 27 positions worth $6.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
General Motors Co (GM)——23,064,358 .4B21.39%
LENNAR CORPLENConsumer Cyclical9,653,394 .2B18.50%
TOLL BROTHERS INCTOLConsumer Cyclical5,580,969$771.0M11.72%
PULTEGROUP INCPHMConsumer Cyclical5,569,828$735.9M11.19%
HORTON D R INCDHIConsumer Cyclical3,637,763$616.5M9.38%
OSHKOSH CORPOSKIndustrials2,526,606$327.7M4.98%
ARROW ELECTRONICS INCARWTechnology1,898,399$229.7M3.49%
AVANTOR INCAVTRBasic Materials18,311,570$228.5M3.48%
AVNET INCAVTTechnology3,928,937$205.4M3.12%
LEAR CORPLEAConsumer Cyclical1,795,824 80.7M2.75%
MILLROSE PROPERTIES INCMRPReal Estate4,601,273 54.6M2.35%
BAXTER INTERNATIONAL INCBAXHealthcare6,288,349 43.2M2.18%
MERITAGE HOMES CORPMTHConsumer Cyclical1,452,954 05.2M1.60%
NOV INCNOVEnergy5,747,682$76.2M1.16%
TEREX CORPTEXIndustrials1,477,733$75.8M1.15%
LENNAR CORPLEN.BConsumer Cyclical364,059$43.7M0.66%
VANGUARD 0-3 MONTH TREASURY BILL ETFVBIL—500,000$37.8M0.57%
CITIGROUP INCCFinancial Services83,273$8.5M0.13%
ICON PLCICLRHealthcare17,409$3.0M0.05%
CRH PUBLIC LTD COCRHBasic Materials25,000$3.0M0.05%
SCHWAB CHARLES CORPSCHWEquity15,000 .4M0.02%
AGILENT TECHNOLOGIES INCAHealthcare10,700 .4M0.02%
JPMORGAN CHASE & COJPMFinancial Services4,000 .3M0.02%
GOLDMAN SACHS GROUP INCGSFinancial Services1,000$796.4K0.01%
UNION PACIFIC CORPUNPIndustrials2,032$480.3K0.01%