GREENHAVEN ASSOCIATES INC Long-Term Concentrated

Location: Purchase, NY

CIK: 0000846222 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value: $6.575B (100.0% shares, 0.0% debt)

Holdings (27)

— General Motors Co (GM) 21.4%

Value $1.406B Shares 23,064,358 Share Price $60.97 Est. Cost/Share $42.06 Unrealized @ Report Date —

LEN Lennar Corporation - A (LEN) 18.5%

Value $1.217B Shares 9,653,394 Share Price $126.04 Est. Cost/Share $58.28 Unrealized @ Report Date +112.0%

TOL Toll Brothers, Inc. (TOL) 11.7%

Value $771M Shares 5,580,969 Share Price $138.14 * Est. Cost/Share $33.93 Unrealized @ Report Date +284.7%

PHM PulteGroup Inc. (PHM) 11.2%

Value $736M Shares 5,569,828 Share Price $132.13 * Est. Cost/Share $41.39 Unrealized @ Report Date +199.0%

DHI D R Horton, Inc. (DHI) 9.4%

Value $616M Shares 3,637,763 Share Price $169.47 * Est. Cost/Share $62.61 Unrealized @ Report Date +150.2%

OSK Oshkosh Corp (OSK) 5.0%

Value $328M Shares 2,526,606 Share Price $129.70 Est. Cost/Share $78.21 Unrealized @ Report Date +68.1%

ARW Arrow Electronics Inc (ARW) 3.5%

Value $230M Shares 1,898,399 Share Price $121.00 * Est. Cost/Share $123.35 Unrealized @ Report Date +2.0%

AVTR Avantor Inc (AVTR) 3.5%

Value $229M Shares 18,311,570 Share Price $12.48 * Est. Cost/Share $12.88 Unrealized @ Report Date 0.0%

AVT Avnet Inc (AVT) 3.1%

Value $205M Shares 3,928,937 Share Price $52.28 Est. Cost/Share $40.91 Unrealized @ Report Date +29.8%

LEA Lear Corporation (LEA) 2.7%

Value $181M Shares 1,795,824 Share Price $100.61 Est. Cost/Share $121.54 Unrealized @ Report Date -15.6%

MRP Millrose Properties (MRP) 2.4%

Value $155M Shares 4,601,273 Share Price $33.61 Est. Cost/Share $26.51 Unrealized @ Report Date —

BAX Baxter International Inc (BAX) 2.2%

Value $143M Shares 6,288,349 Share Price $22.77 * Est. Cost/Share $25.23 Unrealized @ Report Date 0.0%

MTH Meritage Homes Corp (MTH) 1.6%

Value $105M Shares 1,452,954 Share Price $72.43 * Est. Cost/Share $57.60 Unrealized @ Report Date +29.0%

NOV NOV INC (NOV) 1.2%

Value $76.16M Shares 5,747,682 Share Price $13.25 * Est. Cost/Share $16.08 Unrealized @ Report Date -19.7%

TEX Terex Corp (TEX) 1.2%

Value $75.81M Shares 1,477,733 Share Price $51.30 Est. Cost/Share $50.90 Unrealized @ Report Date +0.1%

LEN/B Lennar Corporation - B SHS (LEN/B) 0.7%

Value $43.68M Shares 364,059 Share Price $119.99 * Est. Cost/Share $46.19 Unrealized @ Report Date +154.2%

VBIL Vanguard 0-3M T-Bill ETF (VBIL) 0.6%

Value $37.81M Shares 500,000 Share Price $75.61 Est. Cost/Share $75.61 Unrealized @ Report Date —

C Citigroup Inc (C) 0.1%

Value $8.452M Shares 83,273 Share Price $101.50 * Est. Cost/Share $47.55 Unrealized @ Report Date +97.9%

ICLR Icon PLC (ICLR) 0.0%

Value $3.047M Shares 17,409 Share Price $175.00 * Est. Cost/Share $141.84 Unrealized @ Report Date +18.0%

CRH CRH PLC (CRH) 0.0%

Value $2.998M Shares 25,000 Share Price $119.90 * Est. Cost/Share $54.36 Unrealized @ Report Date +94.3%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.432M Shares 15,000 Share Price $95.47 Est. Cost/Share $33.18 Unrealized @ Report Date +184.9%

A Agilent Technologies, Inc. (A) 0.0%

Value $1.373M Shares 10,700 Share Price $128.35 * Est. Cost/Share $27.97 Unrealized @ Report Date +331.0%

JPM J P Morgan Chase (JPM) 0.0%

Value $1.262M Shares 4,000 Share Price $315.43 * Est. Cost/Share $115.52 Unrealized @ Report Date +156.2%

GS Goldman Sachs (GS) 0.0%

Value $796K Shares 1,000 Share Price $796.35 * Est. Cost/Share $162.69 Unrealized @ Report Date +351.7%

UNP Union Pacific Corp (UNP) 0.0%

Value $480K Shares 2,032 Share Price $236.37 * Est. Cost/Share $80.32 Unrealized @ Report Date +177.8%

G Genpact LTD (G) 0.0%

Value $419K Shares 10,000 Share Price $41.89 * Est. Cost/Share $33.46 Unrealized @ Report Date +31.0%

STLA Stellantis NV (STLA) 0.0%

Value $336K Shares 36,000 Share Price $9.34 Est. Cost/Share $11.01 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	General Motors Co (GM)	23,064,358	$1.406B	21.4%	$60.97	$42.06	—	COMMON	35045V100
LEN	Lennar Corporation - A (LEN)	9,653,394	$1.217B	18.5%	$126.04	$58.28	+112.0%	COMMON	526057104
TOL	Toll Brothers, Inc. (TOL)	5,580,969	$771M	11.7%	$138.14 *	$33.93	+284.7%	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,569,828	$736M	11.2%	$132.13 *	$41.39	+199.0%	COMMON	745867101
DHI	D R Horton, Inc. (DHI)	3,637,763	$616M	9.4%	$169.47 *	$62.61	+150.2%	COMMON	23331A109
OSK	Oshkosh Corp (OSK)	2,526,606	$328M	5.0%	$129.70	$78.21	+68.1%	COMMON	688239201
ARW	Arrow Electronics Inc (ARW)	1,898,399	$230M	3.5%	$121.00 *	$123.35	+2.0%	COMMON	042735100
AVTR	Avantor Inc (AVTR)	18,311,570	$229M	3.5%	$12.48 *	$12.88	0.0%	COMMON	05352A100
AVT	Avnet Inc (AVT)	3,928,937	$205M	3.1%	$52.28	$40.91	+29.8%	COMMON	053807103
LEA	Lear Corporation (LEA)	1,795,824	$181M	2.7%	$100.61	$121.54	-15.6%	COMMON	521865204
MRP	Millrose Properties (MRP)	4,601,273	$155M	2.4%	$33.61	$26.51	—	COMMON	601137102
BAX	Baxter International Inc (BAX)	6,288,349	$143M	2.2%	$22.77 *	$25.23	0.0%	COMMON	071813109
MTH	Meritage Homes Corp (MTH)	1,452,954	$105M	1.6%	$72.43 *	$57.60	+29.0%	COMMON	59001A102
NOV	NOV INC (NOV)	5,747,682	$76.16M	1.2%	$13.25 *	$16.08	-19.7%	COMMON	62955J103
TEX	Terex Corp (TEX)	1,477,733	$75.81M	1.2%	$51.30	$50.90	+0.1%	COMMON	880779103
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$43.68M	0.7%	$119.99 *	$46.19	+154.2%	COMMON	526057302
VBIL	Vanguard 0-3M T-Bill ETF (VBIL)	500,000	$37.81M	0.6%	$75.61	$75.61	—	ETF	922040845
C	Citigroup Inc (C)	83,273	$8.452M	0.1%	$101.50 *	$47.55	+97.9%	COMMON	172967424
ICLR	Icon PLC (ICLR)	17,409	$3.047M	0.0%	$175.00 *	$141.84	+18.0%	COMMON	G4705A100
CRH	CRH PLC (CRH)	25,000	$2.998M	0.0%	$119.90 *	$54.36	+94.3%	COMMON	G25508105
SCHW	Charles Schwab Corporation (SCHW)	15,000	$1.432M	0.0%	$95.47	$33.18	+184.9%	COMMON	808513105
A	Agilent Technologies, Inc. (A)	10,700	$1.373M	0.0%	$128.35 *	$27.97	+331.0%	COMMON	00846U101
JPM	J P Morgan Chase (JPM)	4,000	$1.262M	0.0%	$315.43 *	$115.52	+156.2%	COMMON	46625H100
GS	Goldman Sachs (GS)	1,000	$796K	0.0%	$796.35 *	$162.69	+351.7%	COMMON	38141G104
UNP	Union Pacific Corp (UNP)	2,032	$480K	0.0%	$236.37 *	$80.32	+177.8%	COMMON	907818108
G	Genpact LTD (G)	10,000	$419K	0.0%	$41.89 *	$33.46	+31.0%	COMMON	G3922B107
STLA	Stellantis NV (STLA)	36,000	$336K	0.0%	$9.34	$11.01	—	COMMON	N82405106