GREENHAVEN ASSOCIATES INC

Purchase, NY · CIK 846222 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityGreenhaven Associates, Inc. (US)

$8.7bn reported value +42.6% vs Q1 2026

28positions

79.1%in top 10

4 new 7 added 11 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LENNAR CORP CL A LEN	LEN	11,316,279	$1.0bn11.82%	11.82%	Added +684.1k	+684,148 6.4%
2	General Motors Co (GM) COMMON COMMON		12,873,506	$992.3m11.46%	11.46%	Added +347.4k	+347,371 2.8%
3	TOLL BROTHERS INC COM TOL	TOL	5,630,109	$927.6m10.71%	10.71%	Reduced -15.2k	-15,200 -0.3%
4	BECTON DICKINSON & CO COM BDX	BDX	5,681,708	$859.8m9.93%	9.93%	New
5	PULTE GROUP INC COM PHM	PHM	5,455,949	$748.6m8.64%	8.64%	Reduced -41.2k	-41,160 -0.8%
6	D R HORTON INC COM DHI	DHI	3,505,800	$571.0m6.59%	6.59%	Added +38.9k	+38,880 1.1%
7	ICON PLC SHS ICLR	ICLR	3,100,615	$538.6m6.22%	6.22%	Added +1.1m	+1,098,204 54.8%
8	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	3,384,681	$421.2m4.86%	4.86%	New
9	OSHKOSH CORP COM OSK	OSK	2,558,680	$392.7m4.53%	4.53%	Added +27.7k	+27,675 1.1%
10	ARROW ELECTRS INC COM ARW	ARW	1,764,153	$376.5m4.35%	4.35%	Reduced -131.7k	-131,707 -7.0%
11	AVNET INC COM AVT	AVT	3,772,861	$335.1m3.87%	3.87%	Reduced -147.7k	-147,651 -3.8%
12	BAXTER INTL INC COM BAX	BAX	14,285,228	$304.6m3.52%	3.52%	Reduced -22.5k	-22,460 -0.2%
13	AVANTOR INC COM AVTR	AVTR	24,637,310	$243.9m2.82%	2.82%	Added +2.0m	+2,043,472 9.0%
14	LEAR CORP COM NEW LEA	LEA	1,455,933	$195.2m2.25%	2.25%	Reduced -241.4k	-241,436 -14.2%
15	SCHLUMBERGER LTD COM STK SLB	SLB	3,802,344	$176.8m2.04%	2.04%	Reduced -862.2k	-862,233 -18.5%
16	IQVIA HLDGS INC COM IQV	IQV	768,045	$148.4m1.71%	1.71%	New
17	MERITAGE HOMES CORP COM MTH	MTH	1,297,494	$108.8m1.26%	1.26%	Reduced -157.4k	-157,355 -10.8%
18	NOV INC COM NOV	NOV	5,620,019	$104.3m1.20%	1.20%	Reduced -131.3k	-131,319 -2.3%
19	DNOW INC COM DNOW	DNOW	4,343,617	$56.3m0.65%	0.65%	Added +3.5m	+3,519,130 426.8%
20	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	662,000	$50.1m0.58%	0.58%	Reduced -534.4k	-534,425 -44.7%
21	EPAM SYS INC COM EPAM	EPAM	587,300	$46.6m0.54%	0.54%	New
22	LENNAR CORP CL B LEN.B	LEN.B	364,059	$32.3m0.37%	0.37%	Unchanged
23	CRH PLC ORD CRH	CRH	17,500	$1.9m0.02%	0.02%	Unchanged
24	AGILENT TECHNOLOGIES INC COM A	A	10,700	$1.4m0.02%	0.02%	Unchanged
25	SCHWAB CHARLES CORP COM SCHW	SCHW	12,500	$1.2m0.01%	0.01%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	2,500	$818.3k0.01%	0.01%	Reduced -1.5k	-1,500 -37.5%
27	UNION PAC CORP COM UNP	UNP	2,032	$552.7k0.01%	0.01%	Unchanged
28	GENPACT LIMITED SHS G	G	10,000	$275.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TAYLOR MORRISON HOME CORP TMHC	TMHC	270,608	$15.8m270.6k shares
TEREX CORP NEW TEX	TEX	10,922	$645.5k10.9k shares
STELLANTIS N.V STLA	STLA	37,000	$262.3k37.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
TOLL BROTHERS INC TOL · 13G · filed 2026-01-06	TOL	5.9%≈ $923.1m	+0.4 pts	13G	2026-01-06
LENNAR CORP LEN · 13G · filed 2026-05-04	LEN	5.1%≈ $990.3m	new	13G	2026-05-04