GREENHAVEN ASSOCIATES INC Long-Term Concentrated

Location: Purchase, NY

CIK: 0000846222 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 6, 2026

Total Value: $6.072B (100.0% shares, 0.0% debt)

Holdings (27)

— General Motors Co (GM) 15.4%

Value $933M Shares 12,526,135 Share Price $74.50 Est. Cost/Share $42.06 Unrealized @ Report Date —

LEN Lennar Corporation - A (LEN) 15.2%

Value $923M Shares 10,632,131 Share Price $86.84 * Est. Cost/Share $63.71 Unrealized @ Report Date +79.6%

TOL Toll Brothers, Inc. (TOL) 12.7%

Value $770M Shares 5,645,309 Share Price $136.47 * Est. Cost/Share $33.93 Unrealized @ Report Date +342.0%

PHM PulteGroup Inc. (PHM) 10.6%

Value $647M Shares 5,497,109 Share Price $117.61 * Est. Cost/Share $41.39 Unrealized @ Report Date +217.5%

DHI D R Horton, Inc. (DHI) 7.8%

Value $476M Shares 3,466,920 Share Price $137.22 * Est. Cost/Share $62.61 Unrealized @ Report Date +149.1%

OSK Oshkosh Corp (OSK) 6.1%

Value $373M Shares 2,531,005 Share Price $147.21 * Est. Cost/Share $78.21 Unrealized @ Report Date +102.1%

ARW Arrow Electronics Inc (ARW) 4.5%

Value $272M Shares 1,895,860 Share Price $143.41 * Est. Cost/Share $123.35 Unrealized @ Report Date +8.3%

AVT Avnet Inc (AVT) 4.0%

Value $242M Shares 3,920,512 Share Price $61.62 * Est. Cost/Share $40.91 Unrealized @ Report Date +42.4%

BAX Baxter International Inc (BAX) 4.0%

Value $240M Shares 14,307,688 Share Price $16.80 * Est. Cost/Share $22.41 Unrealized @ Report Date -8.7%

SLB SLB LTD (SLB) 3.9%

Value $240M Shares 4,664,577 Share Price $51.39 * Est. Cost/Share $36.06 Unrealized @ Report Date +33.9%

ICLR Icon PLC (ICLR) 3.6%

Value $222M Shares 2,002,411 Share Price $110.66 * Est. Cost/Share $156.23 Unrealized @ Report Date +0.1%

LEA Lear Corporation (LEA) 3.4%

Value $206M Shares 1,697,369 Share Price $121.08 * Est. Cost/Share $121.54 Unrealized @ Report Date +5.1%

AVTR Avantor Inc (AVTR) 2.9%

Value $177M Shares 22,593,838 Share Price $7.84 * Est. Cost/Share $12.65 Unrealized @ Report Date -13.1%

NOV NOV INC (NOV) 1.8%

Value $108M Shares 5,751,338 Share Price $18.81 Est. Cost/Share $16.08 Unrealized @ Report Date +15.6%

VBIL Vanguard 0-3M T-Bill ETF (VBIL) 1.5%

Value $90.51M Shares 1,196,425 Share Price $75.65 Est. Cost/Share $75.59 Unrealized @ Report Date —

MTH Meritage Homes Corp (MTH) 1.5%

Value $89.97M Shares 1,454,849 Share Price $61.84 * Est. Cost/Share $57.60 Unrealized @ Report Date +28.9%

LEN/B Lennar Corporation - B SHS (LEN/B) 0.5%

Value $30.62M Shares 364,059 Share Price $84.12 * Est. Cost/Share $46.19 Unrealized @ Report Date +129.3%

TMHC Taylor Morrison Home Corp (TMHC) 0.3%

Value $15.76M Shares 270,608 Share Price $58.24 * Est. Cost/Share $63.44 Unrealized @ Report Date +0.8%

DNOW DNOW INC (DNOW) 0.2%

Value $9.82M Shares 824,487 Share Price $11.91 * Est. Cost/Share $14.59 Unrealized @ Report Date 0.0%

CRH CRH PLC (CRH) 0.0%

Value $1.84M Shares 17,500 Share Price $105.12 * Est. Cost/Share $54.36 Unrealized @ Report Date +128.7%

A Agilent Technologies, Inc. (A) 0.0%

Value $1.22M Shares 10,700 Share Price $113.98 * Est. Cost/Share $27.97 Unrealized @ Report Date +381.9%

JPM J P Morgan Chase (JPM) 0.0%

Value $1.177M Shares 4,000 Share Price $294.16 * Est. Cost/Share $115.52 Unrealized @ Report Date +169.6%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.175M Shares 12,500 Share Price $93.98 * Est. Cost/Share $33.18 Unrealized @ Report Date +201.7%

TEX Terex Corp (TEX) 0.0%

Value $645K Shares 10,922 Share Price $59.10 * Est. Cost/Share $50.90 Unrealized @ Report Date +22.4%

UNP Union Pacific Corp (UNP) 0.0%

Value $493K Shares 2,032 Share Price $242.62 Est. Cost/Share $80.32 Unrealized @ Report Date +202.9%

G Genpact LTD (G) 0.0%

Value $373K Shares 10,000 Share Price $37.25 * Est. Cost/Share $33.46 Unrealized @ Report Date +27.3%

STLA Stellantis NV (STLA) 0.0%

Value $262K Shares 37,000 Share Price $7.09 Est. Cost/Share $10.91 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	General Motors Co (GM)	12,526,135	$933M	15.4%	$74.50	$42.06	—	COMMON	35045V100
LEN	Lennar Corporation - A (LEN)	10,632,131	$923M	15.2%	$86.84 *	$63.71	+79.6%	COMMON	526057104
TOL	Toll Brothers, Inc. (TOL)	5,645,309	$770M	12.7%	$136.47 *	$33.93	+342.0%	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,497,109	$647M	10.6%	$117.61 *	$41.39	+217.5%	COMMON	745867101
DHI	D R Horton, Inc. (DHI)	3,466,920	$476M	7.8%	$137.22 *	$62.61	+149.1%	COMMON	23331A109
OSK	Oshkosh Corp (OSK)	2,531,005	$373M	6.1%	$147.21 *	$78.21	+102.1%	COMMON	688239201
ARW	Arrow Electronics Inc (ARW)	1,895,860	$272M	4.5%	$143.41 *	$123.35	+8.3%	COMMON	042735100
AVT	Avnet Inc (AVT)	3,920,512	$242M	4.0%	$61.62 *	$40.91	+42.4%	COMMON	053807103
BAX	Baxter International Inc (BAX)	14,307,688	$240M	4.0%	$16.80 *	$22.41	-8.7%	COMMON	071813109
SLB	SLB LTD (SLB)	4,664,577	$240M	3.9%	$51.39 *	$36.06	+33.9%	COMMON	806857108
ICLR	Icon PLC (ICLR)	2,002,411	$222M	3.6%	$110.66 *	$156.23	+0.1%	COMMON	G4705A100
LEA	Lear Corporation (LEA)	1,697,369	$206M	3.4%	$121.08 *	$121.54	+5.1%	COMMON	521865204
AVTR	Avantor Inc (AVTR)	22,593,838	$177M	2.9%	$7.84 *	$12.65	-13.1%	COMMON	05352A100
NOV	NOV INC (NOV)	5,751,338	$108M	1.8%	$18.81	$16.08	+15.6%	COMMON	62955J103
VBIL	Vanguard 0-3M T-Bill ETF (VBIL)	1,196,425	$90.51M	1.5%	$75.65	$75.59	—	ETF	922040845
MTH	Meritage Homes Corp (MTH)	1,454,849	$89.97M	1.5%	$61.84 *	$57.60	+28.9%	COMMON	59001A102
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$30.62M	0.5%	$84.12 *	$46.19	+129.3%	COMMON	526057302
TMHC	Taylor Morrison Home Corp (TMHC)	270,608	$15.76M	0.3%	$58.24 *	$63.44	+0.8%	COMMON	87724P106
DNOW	DNOW INC (DNOW)	824,487	$9.82M	0.2%	$11.91 *	$14.59	0.0%	COMMON	67011P100
CRH	CRH PLC (CRH)	17,500	$1.84M	0.0%	$105.12 *	$54.36	+128.7%	COMMON	G25508105
A	Agilent Technologies, Inc. (A)	10,700	$1.22M	0.0%	$113.98 *	$27.97	+381.9%	COMMON	00846U101
JPM	J P Morgan Chase (JPM)	4,000	$1.177M	0.0%	$294.16 *	$115.52	+169.6%	COMMON	46625H100
SCHW	Charles Schwab Corporation (SCHW)	12,500	$1.175M	0.0%	$93.98 *	$33.18	+201.7%	COMMON	808513105
TEX	Terex Corp (TEX)	10,922	$645K	0.0%	$59.10 *	$50.90	+22.4%	COMMON	880779103
UNP	Union Pacific Corp (UNP)	2,032	$493K	0.0%	$242.62	$80.32	+202.9%	COMMON	907818108
G	Genpact LTD (G)	10,000	$373K	0.0%	$37.25 *	$33.46	+27.3%	COMMON	G3922B107
STLA	Stellantis NV (STLA)	37,000	$262K	0.0%	$7.09	$10.91	—	COMMON	N82405106