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GREENHAVEN ASSOCIATES INC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $7,961,271,579
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Lennar Corporation - A (LEN) · COMMON · 526057104 · shares: $1,065,165,854
- Becton Dickinson & Co (BDX) · COMMON · 075887109 · shares: $1,056,946,670
- General Motors Co (GM) · COMMON · 35045V100 · shares: $993,821,521
- Toll Brothers, Inc. (TOL) · COMMON · 889478103 · shares: $756,487,713
- PulteGroup Inc. (PHM) · COMMON · 745867101 · shares: $626,091,357
- Icon Plc (ICLR) · COMMON · G4705A100 · shares: $521,701,860
- D R Horton, Inc. (DHI) · COMMON · 23331A109 · shares: $512,962,783
- Avantor Inc (AVTR) · COMMON · 05352A100 · shares: $366,612,131
- Arrow Electronics Inc (ARW) · COMMON · 042735100 · shares: $337,497,698
- Oshkosh Corp (OSK) · COMMON · 688239201 · shares: $325,641,502
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Lennar Corporation - A (LEN) | COMMON | 526057104 | — | 13,055,103 shares | $1,065,165,854 |
| Becton Dickinson & Co (BDX) | COMMON | 075887109 | — | 5,904,730 shares | $1,056,946,670 |
| General Motors Co (GM) | COMMON | 35045V100 | — | 12,906,773 shares | $993,821,521 |
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | — | 5,614,009 shares | $756,487,713 |
| PulteGroup Inc. (PHM) | COMMON | 745867101 | — | 5,394,549 shares | $626,091,357 |
| Icon Plc (ICLR) | COMMON | G4705A100 | — | 3,069,015 shares | $521,701,860 |
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | — | 3,753,844 shares | $512,962,783 |
| Avantor Inc (AVTR) | COMMON | 05352A100 | — | 24,359,610 shares | $366,612,131 |
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | — | 1,486,774 shares | $337,497,698 |
| Oshkosh Corp (OSK) | COMMON | 688239201 | — | 2,527,880 shares | $325,641,502 |
| Avnet Inc (AVT) | COMMON | 053807103 | — | 3,205,515 shares | $320,391,224 |
| Baxter International Inc (BAX) | COMMON | 071813109 | — | 12,396,504 shares | $297,516,096 |
| SLB Ltd (SLB) | COMMON | 806857108 | — | 3,750,244 shares | $182,711,888 |
| Iqvia Hldgs Inc (IQV) | COMMON | 46266C105 | — | 544,925 shares | $146,503,086 |
| Nov Inc (NOV) | COMMON | 62955J103 | — | 5,281,619 shares | $98,924,724 |
| Lear Corporation (LEA) | COMMON | 521865204 | — | 834,527 shares | $98,499,222 |
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | — | 1,367,579 shares | $85,952,340 |
| Dnow Inc (DNOW) | COMMON | 67011P100 | — | 4,377,190 shares | $67,846,445 |
| Vanguard 0-3M T-Bill ETF (VBIL) | ETF | 922040845 | — | 858,916 shares | $65,037,120 |
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | — | 365,959 shares | $29,273,060 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | — | 10,700 shares | $1,843,717 |
| CRH Plc (CRH) | COMMON | G25508105 | — | 17,500 shares | $1,449,000 |
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | — | 10,500 shares | $1,026,270 |
| Union Pacific Corp (UNP) | COMMON | 907818108 | — | 2,032 shares | $552,968 |
| J P Morgan Chase (JPM) | COMMON | 46625H100 | — | 1,000 shares | $330,830 |
| Genpact LTD (G) | COMMON | G3922B107 | — | 10,000 shares | $325,300 |
| Bath & Body Works Inc (BBWI) | COMMON | 070830104 | — | 10,000 shares | $159,200 |