GREENHAVEN ASSOCIATES INC Long-Term Concentrated

Location: Purchase, NY

CIK: 0000846222 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 8, 2025

Total Value: $6.722B (100.0% shares, 0.0% debt)

Holdings (25)

C Citigroup Inc (C) 20.5%

Value $1.377B Shares 16,175,563 Share Price $85.12 * Est. Cost/Share $47.55 Unrealized @ Report Date +49.7%

— General Motors Co (GM) 17.3%

Value $1.164B Shares 23,654,358 Share Price $49.21 Est. Cost/Share $42.06 Unrealized @ Report Date —

LEN Lennar Corporation - A (LEN) 15.6%

Value $1.05B Shares 9,493,585 Share Price $110.61 * Est. Cost/Share $57.18 Unrealized @ Report Date +87.6%

TOL Toll Brothers, Inc. (TOL) 9.5%

Value $639M Shares 5,601,916 Share Price $114.13 * Est. Cost/Share $33.93 Unrealized @ Report Date +205.9%

PHM PulteGroup Inc. (PHM) 8.8%

Value $589M Shares 5,580,428 Share Price $105.46 * Est. Cost/Share $41.39 Unrealized @ Report Date +142.1%

DHI D R Horton, Inc. (DHI) 7.1%

Value $475M Shares 3,681,063 Share Price $128.92 * Est. Cost/Share $62.61 Unrealized @ Report Date +95.4%

OSK Oshkosh Corp (OSK) 4.3%

Value $290M Shares 2,554,406 Share Price $113.54 * Est. Cost/Share $78.21 Unrealized @ Report Date +22.5%

ARW Arrow Electronics Inc (ARW) 3.6%

Value $244M Shares 1,912,699 Share Price $127.43 * Est. Cost/Share $123.35 Unrealized @ Report Date -6.9%

MRP Millrose Properties (MRP) 3.3%

Value $225M Shares 7,887,516 Share Price $28.51 Est. Cost/Share $26.51 Unrealized @ Report Date —

AVT Avnet Inc (AVT) 3.1%

Value $210M Shares 3,962,937 Share Price $53.08 * Est. Cost/Share $40.91 Unrealized @ Report Date +19.2%

LEA Lear Corporation (LEA) 2.6%

Value $175M Shares 1,841,647 Share Price $94.98 * Est. Cost/Share $121.54 Unrealized @ Report Date -29.1%

MTH Meritage Homes Corp (MTH) 1.5%

Value $99.92M Shares 1,491,955 Share Price $66.97 Est. Cost/Share $57.60 Unrealized @ Report Date +15.0%

TEX Terex Corp (TEX) 1.0%

Value $70.03M Shares 1,499,933 Share Price $46.69 * Est. Cost/Share $50.90 Unrealized @ Report Date -17.8%

NOV NOV INC (NOV) 0.9%

Value $61.93M Shares 4,982,516 Share Price $12.43 Est. Cost/Share $16.57 Unrealized @ Report Date -24.0%

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

Value $38.32M Shares 364,059 Share Price $105.25 * Est. Cost/Share $46.19 Unrealized @ Report Date +120.4%

ICLR Icon PLC (ICLR) 0.0%

Value $2.565M Shares 17,633 Share Price $145.45 * Est. Cost/Share $141.84 Unrealized @ Report Date 0.0%

CRH CRH PLC (CRH) 0.0%

Value $2.473M Shares 26,937 Share Price $91.80 Est. Cost/Share $54.36 Unrealized @ Report Date +67.4%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.825M Shares 20,000 Share Price $91.24 * Est. Cost/Share $33.18 Unrealized @ Report Date +150.6%

GS Goldman Sachs (GS) 0.0%

Value $1.769M Shares 2,500 Share Price $707.75 * Est. Cost/Share $162.69 Unrealized @ Report Date +251.4%

JPM J P Morgan Chase (JPM) 0.0%

Value $1.45M Shares 5,000 Share Price $289.91 * Est. Cost/Share $115.52 Unrealized @ Report Date +118.7%

MS Morgan Stanley (MS) 0.0%

Value $1.409M Shares 10,000 Share Price $140.86 * Est. Cost/Share $36.85 Unrealized @ Report Date +228.3%

A Agilent Technologies, Inc. (A) 0.0%

Value $1.263M Shares 10,700 Share Price $118.01 * Est. Cost/Share $27.97 Unrealized @ Report Date +294.6%

G Genpact LTD (G) 0.0%

Value $485K Shares 11,018 Share Price $44.01 * Est. Cost/Share $33.46 Unrealized @ Report Date +34.3%

UNP Union Pacific Corp (UNP) 0.0%

Value $468K Shares 2,032 Share Price $230.08 * Est. Cost/Share $80.32 Unrealized @ Report Date +172.0%

STLA Stellantis NV (STLA) 0.0%

Value $361K Shares 36,000 Share Price $10.03 Est. Cost/Share $11.01 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
C	Citigroup Inc (C)	16,175,563	$1.377B	20.5%	$85.12 *	$47.55	+49.7%	COMMON	172967424
—	General Motors Co (GM)	23,654,358	$1.164B	17.3%	$49.21	$42.06	—	COMMON	35045V100
LEN	Lennar Corporation - A (LEN)	9,493,585	$1.05B	15.6%	$110.61 *	$57.18	+87.6%	COMMON	526057104
TOL	Toll Brothers, Inc. (TOL)	5,601,916	$639M	9.5%	$114.13 *	$33.93	+205.9%	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,580,428	$589M	8.8%	$105.46 *	$41.39	+142.1%	COMMON	745867101
DHI	D R Horton, Inc. (DHI)	3,681,063	$475M	7.1%	$128.92 *	$62.61	+95.4%	COMMON	23331A109
OSK	Oshkosh Corp (OSK)	2,554,406	$290M	4.3%	$113.54 *	$78.21	+22.5%	COMMON	688239201
ARW	Arrow Electronics Inc (ARW)	1,912,699	$244M	3.6%	$127.43 *	$123.35	-6.9%	COMMON	042735100
MRP	Millrose Properties (MRP)	7,887,516	$225M	3.3%	$28.51	$26.51	—	COMMON	601137102
AVT	Avnet Inc (AVT)	3,962,937	$210M	3.1%	$53.08 *	$40.91	+19.2%	COMMON	053807103
LEA	Lear Corporation (LEA)	1,841,647	$175M	2.6%	$94.98 *	$121.54	-29.1%	COMMON	521865204
MTH	Meritage Homes Corp (MTH)	1,491,955	$99.92M	1.5%	$66.97	$57.60	+15.0%	COMMON	59001A102
TEX	Terex Corp (TEX)	1,499,933	$70.03M	1.0%	$46.69 *	$50.90	-17.8%	COMMON	880779103
NOV	NOV INC (NOV)	4,982,516	$61.93M	0.9%	$12.43	$16.57	-24.0%	COMMON	62955J103
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$38.32M	0.6%	$105.25 *	$46.19	+120.4%	COMMON	526057302
ICLR	Icon PLC (ICLR)	17,633	$2.565M	0.0%	$145.45 *	$141.84	0.0%	COMMON	G4705A100
CRH	CRH PLC (CRH)	26,937	$2.473M	0.0%	$91.80	$54.36	+67.4%	COMMON	G25508105
SCHW	Charles Schwab Corporation (SCHW)	20,000	$1.825M	0.0%	$91.24 *	$33.18	+150.6%	COMMON	808513105
GS	Goldman Sachs (GS)	2,500	$1.769M	0.0%	$707.75 *	$162.69	+251.4%	COMMON	38141G104
JPM	J P Morgan Chase (JPM)	5,000	$1.45M	0.0%	$289.91 *	$115.52	+118.7%	COMMON	46625H100
MS	Morgan Stanley (MS)	10,000	$1.409M	0.0%	$140.86 *	$36.85	+228.3%	COMMON	617446448
A	Agilent Technologies, Inc. (A)	10,700	$1.263M	0.0%	$118.01 *	$27.97	+294.6%	COMMON	00846U101
G	Genpact LTD (G)	11,018	$485K	0.0%	$44.01 *	$33.46	+34.3%	COMMON	G3922B107
UNP	Union Pacific Corp (UNP)	2,032	$468K	0.0%	$230.08 *	$80.32	+172.0%	COMMON	907818108
STLA	Stellantis NV (STLA)	36,000	$361K	0.0%	$10.03	$11.01	—	COMMON	N82405106