GREENHAVEN ASSOCIATES INC Long-Term Concentrated

Name: GREENHAVEN ASSOCIATES INC Q2 2026 13F Filing | 13F Explorer
Creator: GREENHAVEN ASSOCIATES INC
Published: 2026-07-28

Location: Purchase, NY

CIK: 0000846222 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 28, 2026

Total Value: $8.661B (100.0% shares, 0.0% debt)

Holdings (28)

New Positions (4)

BDX Becton Dickinson & Co (BDX) 9.9%

Value $860M Shares 5,681,708 Est. Cost $151.33 Unrealized —

ACN Accenture Plc (ACN) 4.9%

Value $421M Shares 3,384,681 Est. Cost $124.44 Unrealized —

IQV Iqvia Hldgs Inc (IQV) 1.7%

Value $148M Shares 768,045 Est. Cost $193.22 Unrealized —

EPAM Epam Sys Inc (EPAM) 0.5%

Value $46.6M Shares 587,300 Est. Cost $79.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BDX	Becton Dickinson & Co (BDX)	5,681,708	$860M	9.9%	$151.33	—	COMMON	075887109
ACN	Accenture Plc (ACN)	3,384,681	$421M	4.9%	$124.44	—	COMMON	G1151C101
IQV	Iqvia Hldgs Inc (IQV)	768,045	$148M	1.7%	$193.22	—	COMMON	46266C105
EPAM	Epam Sys Inc (EPAM)	587,300	$46.6M	0.5%	$79.35	—	COMMON	29414B104

Increased Positions (7)

ICLR Icon Plc (ICLR) 6.2%

Value $539M (+143.1%) Shares 3,100,615 (+54.8%) Est. Cost $162.42 Unrealized —

LEN Lennar Corporation - A (LEN) 11.8%

Value $1.024B (+10.9%) Shares 11,316,279 (+6.4%) Est. Cost $65.33 Unrealized —

DHI D R Horton, Inc. (DHI) 6.6%

Value $571M (+20.0%) Shares 3,505,800 (+1.1%) Est. Cost $63.72 Unrealized —

AVTR Avantor Inc (AVTR) 2.8%

Value $244M (+37.7%) Shares 24,637,310 (+9.0%) Est. Cost $12.43 Unrealized —

— General Motors Co (GM) 11.5%

Value $992M (+6.3%) Shares 12,873,506 (+2.8%) Est. Cost $43.00 Unrealized —

DNOW Dnow Inc (DNOW) 0.7%

Value $56.34M (+473.7%) Shares 4,343,617 (+426.8%) Est. Cost $13.28 Unrealized —

OSK Oshkosh Corp (OSK) 4.5%

Value $393M (+5.4%) Shares 2,558,680 (+1.1%) Est. Cost $79.02 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ICLR	Icon Plc (ICLR)	3,100,615 (+54.8%)	$539M (+143.1%)	6.2%	$162.42	—	COMMON	G4705A100
LEN	Lennar Corporation - A (LEN)	11,316,279 (+6.4%)	$1.024B (+10.9%)	11.8%	$65.33	—	COMMON	526057104
DHI	D R Horton, Inc. (DHI)	3,505,800 (+1.1%)	$571M (+20.0%)	6.6%	$63.72	—	COMMON	23331A109
AVTR	Avantor Inc (AVTR)	24,637,310 (+9.0%)	$244M (+37.7%)	2.8%	$12.43	—	COMMON	05352A100
—	General Motors Co (GM)	12,873,506 (+2.8%)	$992M (+6.3%)	11.5%	$43.00	—	COMMON	35045V100
DNOW	Dnow Inc (DNOW)	4,343,617 (+426.8%)	$56.34M (+473.7%)	0.7%	$13.28	—	COMMON	67011P100
OSK	Oshkosh Corp (OSK)	2,558,680 (+1.1%)	$393M (+5.4%)	4.5%	$79.02	—	COMMON	688239201

Exited Positions (3)

TMHC Taylor Morrison Home Corp (TMHC) 0.2%

Value $15.76M Shares 270,608 Est. Cost $63.44 Unrealized —

TEX Terex Corp (TEX) 0.0%

Value $645K Shares 10,922 Est. Cost $50.90 Unrealized —

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
TMHC	Taylor Morrison Home Corp (TMHC)	270,608	$15.76M	0.2%	$63.44	—	—	87724P106
TEX	Terex Corp (TEX)	10,922	$645K	0.0%	$50.90	—	—	880779103
STLA	Stellantis NV (STLA)	37,000	$262K	0.0%	$10.91	—	—	N82405106

Decreased Positions (8)

ARW Arrow Electronics Inc (ARW) 4.3%

Value $376M (+38.5%) Shares 1,764,153 (-6.9%) Est. Cost $123.35 Unrealized —

AVT Avnet Inc (AVT) 3.9%

Value $335M (+38.7%) Shares 3,772,861 (-3.8%) Est. Cost $40.91 Unrealized —

SLB SLB Ltd (SLB) 2.0%

Value $177M (-26.3%) Shares 3,802,344 (-18.5%) Est. Cost $36.06 Unrealized —

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

Value $50.1M (-44.6%) Shares 662,000 (-44.7%) Est. Cost $75.59 Unrealized —

MTH Meritage Homes Corp (MTH) 1.3%

Value $109M (+20.9%) Shares 1,297,494 (-10.8%) Est. Cost $57.60 Unrealized —

LEA Lear Corporation (LEA) 2.3%

Value $195M (-5.0%) Shares 1,455,933 (-14.2%) Est. Cost $121.54 Unrealized —

NOV Nov Inc (NOV) 1.2%

Value $104M (-3.6%) Shares 5,620,019 (-2.3%) Est. Cost $16.08 Unrealized —

JPM J P Morgan Chase (JPM) 0.0%

Value $818K (-30.5%) Shares 2,500 (-37.5%) Est. Cost $115.52 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ARW	Arrow Electronics Inc (ARW)	1,764,153 (-6.9%)	$376M (+38.5%)	4.3%	$123.35	—	COMMON	042735100
AVT	Avnet Inc (AVT)	3,772,861 (-3.8%)	$335M (+38.7%)	3.9%	$40.91	—	COMMON	053807103
SLB	SLB Ltd (SLB)	3,802,344 (-18.5%)	$177M (-26.3%)	2.0%	$36.06	—	COMMON	806857108
VBIL	Vanguard 0-3M T-Bill ETF (VBIL)	662,000 (-44.7%)	$50.1M (-44.6%)	0.6%	$75.59	—	ETF	922040845
MTH	Meritage Homes Corp (MTH)	1,297,494 (-10.8%)	$109M (+20.9%)	1.3%	$57.60	—	COMMON	59001A102
LEA	Lear Corporation (LEA)	1,455,933 (-14.2%)	$195M (-5.0%)	2.3%	$121.54	—	COMMON	521865204
NOV	Nov Inc (NOV)	5,620,019 (-2.3%)	$104M (-3.6%)	1.2%	$16.08	—	COMMON	62955J103
JPM	J P Morgan Chase (JPM)	2,500 (-37.5%)	$818K (-30.5%)	0.0%	$115.52	—	COMMON	46625H100

Unchanged Positions (9)

TOL Toll Brothers, Inc. (TOL) 10.7%

Value $928M Shares 5,630,109 Est. Cost $33.93 Unrealized —

PHM PulteGroup Inc. (PHM) 8.6%

Value $749M Shares 5,455,949 Est. Cost $41.39 Unrealized —

BAX Baxter International Inc (BAX) 3.5%

Value $305M Shares 14,285,228 Est. Cost $22.41 Unrealized —

LEN/B Lennar Corporation - B SHS (LEN/B) 0.4%

Value $32.3M Shares 364,059 Est. Cost $46.19 Unrealized —

A Agilent Technologies, Inc. (A) 0.0%

Value $1.421M Shares 10,700 Est. Cost $27.97 Unrealized —

G Genpact LTD (G) 0.0%

Value $275K Shares 10,000 Est. Cost $33.46 Unrealized —

UNP Union Pacific Corp (UNP) 0.0%

Value $553K Shares 2,032 Est. Cost $80.32 Unrealized —

CRH CRH Plc (CRH) 0.0%

Value $1.873M Shares 17,500 Est. Cost $54.36 Unrealized —

SCHW Charles Schwab Corporation (SCHW) 0.0%

Value $1.153M Shares 12,500 Est. Cost $33.18 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TOL	Toll Brothers, Inc. (TOL)	5,630,109	$928M	10.7%	$33.93	—	COMMON	889478103
PHM	PulteGroup Inc. (PHM)	5,455,949	$749M	8.6%	$41.39	—	COMMON	745867101
BAX	Baxter International Inc (BAX)	14,285,228	$305M	3.5%	$22.41	—	COMMON	071813109
LEN/B	Lennar Corporation - B SHS (LEN/B)	364,059	$32.3M	0.4%	$46.19	—	COMMON	526057302
A	Agilent Technologies, Inc. (A)	10,700	$1.421M	0.0%	$27.97	—	COMMON	00846U101
G	Genpact LTD (G)	10,000	$275K	0.0%	$33.46	—	COMMON	G3922B107
UNP	Union Pacific Corp (UNP)	2,032	$553K	0.0%	$80.32	—	COMMON	907818108
CRH	CRH Plc (CRH)	17,500	$1.873M	0.0%	$54.36	—	COMMON	G25508105
SCHW	Charles Schwab Corporation (SCHW)	12,500	$1.153M	0.0%	$33.18	—	COMMON	808513105