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 Est. Cost $42.06 Unrealized —

LEN Lennar Corporation - A (LEN) 15.2%

Value $923M Shares 10,632,131 Est. Cost $63.71 Unrealized +79.6%

TOL Toll Brothers, Inc. (TOL) 12.7%

Value $770M Shares 5,645,309 Est. Cost $33.93 Unrealized +342.0%

PHM PulteGroup Inc. (PHM) 10.6%

Value $647M Shares 5,497,109 Est. Cost $41.39 Unrealized +217.5%

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

Value $476M Shares 3,466,920 Est. Cost $62.61 Unrealized +149.1%

OSK Oshkosh Corp (OSK) 6.1%

Value $373M Shares 2,531,005 Est. Cost $78.21 Unrealized +102.1%

ARW Arrow Electronics Inc (ARW) 4.5%

Value $272M Shares 1,895,860 Est. Cost $123.35 Unrealized +8.3%

AVT Avnet Inc (AVT) 4.0%

Value $242M Shares 3,920,512 Est. Cost $40.91 Unrealized +42.4%

BAX Baxter International Inc (BAX) 4.0%

Value $240M Shares 14,307,688 Est. Cost $22.41 Unrealized -8.7%

SLB SLB LTD (SLB) 3.9%

Value $240M Shares 4,664,577 Est. Cost $36.06 Unrealized +33.9%

ICLR Icon PLC (ICLR) 3.6%

Value $222M Shares 2,002,411 Est. Cost $156.23 Unrealized +0.1%

LEA Lear Corporation (LEA) 3.4%

Value $206M Shares 1,697,369 Est. Cost $121.54 Unrealized +5.1%

AVTR Avantor Inc (AVTR) 2.9%

Value $177M Shares 22,593,838 Est. Cost $12.65 Unrealized -13.1%

NOV NOV INC (NOV) 1.8%

Value $108M Shares 5,751,338 Est. Cost $16.08 Unrealized +15.6%

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

Value $90.51M Shares 1,196,425 Est. Cost $75.59 Unrealized —

MTH Meritage Homes Corp (MTH) 1.5%

Value $89.97M Shares 1,454,849 Est. Cost $57.60 Unrealized +28.9%

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

Value $30.62M Shares 364,059 Est. Cost $46.19 Unrealized +129.3%

TMHC Taylor Morrison Home Corp (TMHC) 0.3%

Value $15.76M Shares 270,608 Est. Cost $63.44 Unrealized +0.8%

DNOW DNOW INC (DNOW) 0.2%

Value $9.82M Shares 824,487 Est. Cost $14.59 Unrealized 0.0%

CRH CRH PLC (CRH) 0.0%

Value $1.84M Shares 17,500 Est. Cost $54.36 Unrealized +128.7%

A Agilent Technologies, Inc. (A) 0.0%

Value $1.22M Shares 10,700 Est. Cost $27.97 Unrealized +381.9%

JPM J P Morgan Chase (JPM) 0.0%

Value $1.177M Shares 4,000 Est. Cost $115.52 Unrealized +169.6%

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.175M Shares 12,500 Est. Cost $33.18 Unrealized +201.7%

TEX Terex Corp (TEX) 0.0%

Value $645K Shares 10,922 Est. Cost $50.90 Unrealized +22.4%

UNP Union Pacific Corp (UNP) 0.0%

Value $493K Shares 2,032 Est. Cost $80.32 Unrealized +202.9%

G Genpact LTD (G) 0.0%

Value $373K Shares 10,000 Est. Cost $33.46 Unrealized +27.3%

STLA Stellantis NV (STLA) 0.0%

Value $262K Shares 37,000 Est. Cost $10.91 Unrealized —

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