GREENHAVEN ASSOCIATES INC Long-Term Concentrated

Location: Purchase, NY

CIK: 0000846222 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 2, 2025

Total Value: $6.294B (100.0% shares, 0.0% debt)

Holdings (26)

C Citigroup Inc (C) 18.8%

Value $1.183B Shares 16,665,843 Share Price $70.99 * Est. Cost/Share $47.55 Unrealized @ Report Date +56.7%

— General Motors Co (GM) 17.8%

Value $1.118B Shares 23,780,060 Share Price $47.03 Est. Cost/Share $42.06 Unrealized @ Report Date —

LEN Lennar Corporation - A (LEN) 17.2%

Value $1.084B Shares 9,439,955 Share Price $114.78 * Est. Cost/Share $57.18 Unrealized @ Report Date +115.3%

TOL Toll Brothers, Inc. (TOL) 9.3%

Value $587M Shares 5,562,582 Share Price $105.59 * Est. Cost/Share $33.93 Unrealized @ Report Date +253.9%

PHM PulteGroup Inc. (PHM) 9.1%

Value $574M Shares 5,587,328 Share Price $102.80 * Est. Cost/Share $41.39 Unrealized @ Report Date +159.0%

DHI D R Horton, Inc. (DHI) 7.4%

Value $467M Shares 3,674,763 Share Price $127.13 * Est. Cost/Share $62.61 Unrealized @ Report Date +112.0%

OSK Oshkosh Corp (OSK) 3.8%

Value $240M Shares 2,553,606 Share Price $94.08 * Est. Cost/Share $78.21 Unrealized @ Report Date +25.6%

MRP Millrose Properties (MRP) 3.3%

Value $209M Shares 7,888,017 Share Price $26.51 Est. Cost/Share $26.51 Unrealized @ Report Date —

ARW Arrow Electronics Inc (ARW) 3.2%

Value $199M Shares 1,913,757 Share Price $103.83 * Est. Cost/Share $123.35 Unrealized @ Report Date -10.6%

AVT Avnet Inc (AVT) 3.0%

Value $191M Shares 3,965,237 Share Price $48.09 * Est. Cost/Share $40.91 Unrealized @ Report Date +20.6%

LEA Lear Corporation (LEA) 2.6%

Value $163M Shares 1,843,447 Share Price $88.22 * Est. Cost/Share $121.54 Unrealized @ Report Date -24.1%

MTH Meritage Homes Corp (MTH) 1.6%

Value $102M Shares 1,434,368 Share Price $70.88 * Est. Cost/Share $57.26 Unrealized @ Report Date +31.3%

NOV NOV INC (NOV) 1.0%

Value $62.62M Shares 4,114,157 Share Price $15.22 Est. Cost/Share $17.41 Unrealized @ Report Date -14.0%

TEX Terex Corp (TEX) 0.9%

Value $56.79M Shares 1,503,133 Share Price $37.78 * Est. Cost/Share $50.90 Unrealized @ Report Date -14.2%

LEN/B Lennar Corporation - B SHS (LEN/B) 0.6%

Value $39.71M Shares 364,059 Share Price $109.07 * Est. Cost/Share $46.19 Unrealized @ Report Date +153.1%

G Genpact LTD (G) 0.1%

Value $7.39M Shares 146,678 Share Price $50.38 * Est. Cost/Share $33.46 Unrealized @ Report Date +46.7%

CRH CRH PLC (CRH) 0.0%

Value $2.37M Shares 26,937 Share Price $87.97 * Est. Cost/Share $54.36 Unrealized @ Report Date +79.6%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.566M Shares 20,000 Share Price $78.28 Est. Cost/Share $33.18 Unrealized @ Report Date +134.1%

GS Goldman Sachs (GS) 0.0%

Value $1.366M Shares 2,500 Share Price $546.29 * Est. Cost/Share $162.69 Unrealized @ Report Date +263.1%

A Agilent Technologies, Inc. (A) 0.0%

Value $1.252M Shares 10,700 Share Price $116.98 * Est. Cost/Share $27.97 Unrealized @ Report Date +378.9%

JPM J P Morgan Chase (JPM) 0.0%

Value $1.226M Shares 5,000 Share Price $245.30 * Est. Cost/Share $115.52 Unrealized @ Report Date +117.2%

MS Morgan Stanley (MS) 0.0%

Value $1.167M Shares 10,000 Share Price $116.67 * Est. Cost/Share $36.85 Unrealized @ Report Date +241.7%

BRK/B Berkshire Hathaway Inc. Class B (BRK/B) 0.0%

Value $533K Shares 1,001 Share Price $532.58 * Est. Cost/Share $182.62 Unrealized @ Report Date +166.2%

UNP Union Pacific Corp (UNP) 0.0%

Value $480K Shares 2,032 Share Price $236.24 Est. Cost/Share $80.32 Unrealized @ Report Date +193.3%

STLA Stellantis NV (STLA) 0.0%

Value $336K Shares 30,000 Share Price $11.21 Est. Cost/Share $11.21 Unrealized @ Report Date —

RHI Robert Half Inc. (RHI) 0.0%

Value $207K Shares 3,800 Share Price $54.55 * Est. Cost/Share $60.97 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
C	Citigroup Inc (C)	16,665,843	$1.183B	18.8%	$70.99 *	$47.55	+56.7%	COMMON	172967424
—	General Motors Co (GM)	23,780,060	$1.118B	17.8%	$47.03	$42.06	—	COMMON	35045V100
LEN	Lennar Corporation - A (LEN)	9,439,955	$1.084B	17.2%	$114.78 *	$57.18	+115.3%	COMMON	526057104
TOL	Toll Brothers, Inc. (TOL)	5,562,582	$587M	9.3%	$105.59 *	$33.93	+253.9%	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,587,328	$574M	9.1%	$102.80 *	$41.39	+159.0%	COMMON	745867101
DHI	D R Horton, Inc. (DHI)	3,674,763	$467M	7.4%	$127.13 *	$62.61	+112.0%	COMMON	23331A109
OSK	Oshkosh Corp (OSK)	2,553,606	$240M	3.8%	$94.08 *	$78.21	+25.6%	COMMON	688239201
MRP	Millrose Properties (MRP)	7,888,017	$209M	3.3%	$26.51	$26.51	—	COMMON	601137102
ARW	Arrow Electronics Inc (ARW)	1,913,757	$199M	3.2%	$103.83 *	$123.35	-10.6%	COMMON	042735100
AVT	Avnet Inc (AVT)	3,965,237	$191M	3.0%	$48.09 *	$40.91	+20.6%	COMMON	053807103
LEA	Lear Corporation (LEA)	1,843,447	$163M	2.6%	$88.22 *	$121.54	-24.1%	COMMON	521865204
MTH	Meritage Homes Corp (MTH)	1,434,368	$102M	1.6%	$70.88 *	$57.26	+31.3%	COMMON	59001A102
NOV	NOV INC (NOV)	4,114,157	$62.62M	1.0%	$15.22	$17.41	-14.0%	COMMON	62955J103
TEX	Terex Corp (TEX)	1,503,133	$56.79M	0.9%	$37.78 *	$50.90	-14.2%	COMMON	880779103
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$39.71M	0.6%	$109.07 *	$46.19	+153.1%	COMMON	526057302
G	Genpact LTD (G)	146,678	$7.39M	0.1%	$50.38 *	$33.46	+46.7%	COMMON	G3922B107
CRH	CRH PLC (CRH)	26,937	$2.37M	0.0%	$87.97 *	$54.36	+79.6%	COMMON	G25508105
SCHW	Charles Schwab Corporation (SCHW)	20,000	$1.566M	0.0%	$78.28	$33.18	+134.1%	COMMON	808513105
GS	Goldman Sachs (GS)	2,500	$1.366M	0.0%	$546.29 *	$162.69	+263.1%	COMMON	38141G104
A	Agilent Technologies, Inc. (A)	10,700	$1.252M	0.0%	$116.98 *	$27.97	+378.9%	COMMON	00846U101
JPM	J P Morgan Chase (JPM)	5,000	$1.226M	0.0%	$245.30 *	$115.52	+117.2%	COMMON	46625H100
MS	Morgan Stanley (MS)	10,000	$1.167M	0.0%	$116.67 *	$36.85	+241.7%	COMMON	617446448
BRK/B	Berkshire Hathaway Inc. Class B (BRK/B)	1,001	$533K	0.0%	$532.58 *	$182.62	+166.2%	COMMON	084670702
UNP	Union Pacific Corp (UNP)	2,032	$480K	0.0%	$236.24	$80.32	+193.3%	COMMON	907818108
STLA	Stellantis NV (STLA)	30,000	$336K	0.0%	$11.21	$11.21	—	COMMON	N82405106
RHI	Robert Half Inc. (RHI)	3,800	$207K	0.0%	$54.55 *	$60.97	0.0%	COMMON	770323103