GREENHAVEN ASSOCIATES INC: 13F holdings

CIK 8462222026Q2

Positions28
Reported value$8.7bn
Filed2026-07-28

Change since last quarter

Positions28 (+1 vs prior quarter)
Reported value$8.7bn (+42.6%)

Top 10 holdings

SecuritySharesValueWeight
LEN Lennar Corporation - A (LEN)11,316,279$1.0bn11.8%
General Motors Co (GM)12,873,506$992.3m11.5%
TOL Toll Brothers, Inc. (TOL)5,630,109$927.6m10.7%
BDX Becton Dickinson & Co (BDX)5,681,708$859.8m9.9%
PHM PulteGroup Inc. (PHM)5,455,949$748.6m8.6%
DHI D R Horton, Inc. (DHI)3,505,800$571.0m6.6%
Icon Plc (ICLR)3,100,615$538.6m6.2%
Accenture Plc (ACN)3,384,681$421.2m4.9%
OSK Oshkosh Corp (OSK)2,558,680$392.7m4.5%
ARW Arrow Electronics Inc (ARW)1,764,153$376.5m4.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="846222")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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