GREENHAVEN ASSOCIATES INC Long-Term Concentrated

CIK: 0000846222 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 4, 2025

Total Value ($000): $6,575,477 (100.0% shares, 0.0% debt)

Holdings (27)

— General Motors Co (GM) 21.4%

Value ($000) $1,406,234 Shares 23,064,358 Est. Cost $42.06 Unrealized —

LEN Lennar Corporation - A (LEN) 18.5%

Value ($000) $1,216,714 Shares 9,653,394 Est. Cost $58.28 Unrealized +112.0%

TOL Toll Brothers, Inc. (TOL) 11.7%

Value ($000) $770,955 Shares 5,580,969 Est. Cost $33.93 Unrealized +284.7%

PHM PulteGroup Inc. (PHM) 11.2%

Value ($000) $735,941 Shares 5,569,828 Est. Cost $41.39 Unrealized +199.0%

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

Value ($000) $616,492 Shares 3,637,763 Est. Cost $62.61 Unrealized +150.2%

OSK Oshkosh Corp (OSK) 5.0%

Value ($000) $327,701 Shares 2,526,606 Est. Cost $78.21 Unrealized +68.1%

ARW Arrow Electronics Inc (ARW) 3.5%

Value ($000) $229,706 Shares 1,898,399 Est. Cost $123.35 Unrealized +2.0%

AVTR Avantor Inc (AVTR) 3.5%

Value ($000) $228,528 Shares 18,311,570 Est. Cost $12.88 Unrealized 0.0%

AVT Avnet Inc (AVT) 3.1%

Value ($000) $205,405 Shares 3,928,937 Est. Cost $40.91 Unrealized +29.8%

LEA Lear Corporation (LEA) 2.7%

Value ($000) $180,678 Shares 1,795,824 Est. Cost $121.54 Unrealized -15.6%

MRP Millrose Properties (MRP) 2.4%

Value ($000) $154,649 Shares 4,601,273 Est. Cost $26.51 Unrealized —

BAX Baxter International Inc (BAX) 2.2%

Value ($000) $143,186 Shares 6,288,349 Est. Cost $25.23 Unrealized 0.0%

MTH Meritage Homes Corp (MTH) 1.6%

Value ($000) $105,237 Shares 1,452,954 Est. Cost $57.60 Unrealized +29.0%

NOV NOV INC (NOV) 1.2%

Value ($000) $76,157 Shares 5,747,682 Est. Cost $16.08 Unrealized -19.7%

TEX Terex Corp (TEX) 1.2%

Value ($000) $75,808 Shares 1,477,733 Est. Cost $50.90 Unrealized +0.1%

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

Value ($000) $43,683 Shares 364,059 Est. Cost $46.19 Unrealized +154.2%

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

Value ($000) $37,808 Shares 500,000 Est. Cost $75.61 Unrealized —

C Citigroup Inc (C) 0.1%

Value ($000) $8,452 Shares 83,273 Est. Cost $47.55 Unrealized +97.9%

ICLR Icon PLC (ICLR) 0.0%

Value ($000) $3,047 Shares 17,409 Est. Cost $141.84 Unrealized +18.0%

CRH CRH PLC (CRH) 0.0%

Value ($000) $2,998 Shares 25,000 Est. Cost $54.36 Unrealized +94.3%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value ($000) $1,432 Shares 15,000 Est. Cost $33.18 Unrealized +184.9%

A Agilent Technologies, Inc. (A) 0.0%

Value ($000) $1,373 Shares 10,700 Est. Cost $27.97 Unrealized +331.0%

JPM J P Morgan Chase (JPM) 0.0%

Value ($000) $1,262 Shares 4,000 Est. Cost $115.52 Unrealized +156.2%

GS Goldman Sachs (GS) 0.0%

Value ($000) $796 Shares 1,000 Est. Cost $162.69 Unrealized +351.7%

UNP Union Pacific Corp (UNP) 0.0%

Value ($000) $480 Shares 2,032 Est. Cost $80.32 Unrealized +177.8%

G Genpact LTD (G) 0.0%

Value ($000) $419 Shares 10,000 Est. Cost $33.46 Unrealized +31.0%

STLA Stellantis NV (STLA) 0.0%

Value ($000) $336 Shares 36,000 Est. Cost $11.01 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	General Motors Co (GM)	23,064,358	$1,406,234	21.4%	$42.06	—	COMMON	35045V100
LEN	Lennar Corporation - A (LEN)	9,653,394	$1,216,714	18.5%	$58.28	+112.0%	COMMON	526057104
TOL	Toll Brothers, Inc. (TOL)	5,580,969	$770,955	11.7%	$33.93	+284.7%	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,569,828	$735,941	11.2%	$41.39	+199.0%	COMMON	745867101
DHI	D R Horton, Inc. (DHI)	3,637,763	$616,492	9.4%	$62.61	+150.2%	COMMON	23331A109
OSK	Oshkosh Corp (OSK)	2,526,606	$327,701	5.0%	$78.21	+68.1%	COMMON	688239201
ARW	Arrow Electronics Inc (ARW)	1,898,399	$229,706	3.5%	$123.35	+2.0%	COMMON	042735100
AVTR	Avantor Inc (AVTR)	18,311,570	$228,528	3.5%	$12.88	0.0%	COMMON	05352A100
AVT	Avnet Inc (AVT)	3,928,937	$205,405	3.1%	$40.91	+29.8%	COMMON	053807103
LEA	Lear Corporation (LEA)	1,795,824	$180,678	2.7%	$121.54	-15.6%	COMMON	521865204
MRP	Millrose Properties (MRP)	4,601,273	$154,649	2.4%	$26.51	—	COMMON	601137102
BAX	Baxter International Inc (BAX)	6,288,349	$143,186	2.2%	$25.23	0.0%	COMMON	071813109
MTH	Meritage Homes Corp (MTH)	1,452,954	$105,237	1.6%	$57.60	+29.0%	COMMON	59001A102
NOV	NOV INC (NOV)	5,747,682	$76,157	1.2%	$16.08	-19.7%	COMMON	62955J103
TEX	Terex Corp (TEX)	1,477,733	$75,808	1.2%	$50.90	+0.1%	COMMON	880779103
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$43,683	0.7%	$46.19	+154.2%	COMMON	526057302
VBIL	Vanguard 0-3M T-Bill ETF (VBIL)	500,000	$37,808	0.6%	$75.61	—	ETF	922040845
C	Citigroup Inc (C)	83,273	$8,452	0.1%	$47.55	+97.9%	COMMON	172967424
ICLR	Icon PLC (ICLR)	17,409	$3,047	0.0%	$141.84	+18.0%	COMMON	G4705A100
CRH	CRH PLC (CRH)	25,000	$2,998	0.0%	$54.36	+94.3%	COMMON	G25508105
SCHW	Charles Schwab Corporation (SCHW)	15,000	$1,432	0.0%	$33.18	+184.9%	COMMON	808513105
A	Agilent Technologies, Inc. (A)	10,700	$1,373	0.0%	$27.97	+331.0%	COMMON	00846U101
JPM	J P Morgan Chase (JPM)	4,000	$1,262	0.0%	$115.52	+156.2%	COMMON	46625H100
GS	Goldman Sachs (GS)	1,000	$796	0.0%	$162.69	+351.7%	COMMON	38141G104
UNP	Union Pacific Corp (UNP)	2,032	$480	0.0%	$80.32	+177.8%	COMMON	907818108
G	Genpact LTD (G)	10,000	$419	0.0%	$33.46	+31.0%	COMMON	G3922B107
STLA	Stellantis NV (STLA)	36,000	$336	0.0%	$11.01	—	COMMON	N82405106