Form 13F manager
GREENHAVEN ASSOCIATES INC
Latest quarter 2026-06-30 · filed 2026-07-28 · reported total $8,661M · filing —
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Positions
| Row | Issuer | Class | Put/call | Value | % of total | SH/PRN qty |
|---|---|---|---|---|---|---|
| 1 | Lennar Corporation - A (LEN) | COMMON | — | $1,024M | 11.8% | SH 11,316,279 |
| 2 | General Motors Co (GM) | COMMON | — | $992M | 11.5% | SH 12,873,506 |
| 3 | Toll Brothers, Inc. (TOL) | COMMON | — | $928M | 10.7% | SH 5,630,109 |
| 4 | Becton Dickinson & Co (BDX) | COMMON | — | $860M | 9.9% | SH 5,681,708 |
| 5 | PulteGroup Inc. (PHM) | COMMON | — | $749M | 8.6% | SH 5,455,949 |
| 6 | D R Horton, Inc. (DHI) | COMMON | — | $571M | 6.6% | SH 3,505,800 |
| 7 | Icon Plc (ICLR) | COMMON | — | $539M | 6.2% | SH 3,100,615 |
| 8 | Accenture Plc (ACN) | COMMON | — | $421M | 4.9% | SH 3,384,681 |
| 9 | Oshkosh Corp (OSK) | COMMON | — | $393M | 4.5% | SH 2,558,680 |
| 10 | Arrow Electronics Inc (ARW) | COMMON | — | $376M | 4.3% | SH 1,764,153 |
| 11 | Avnet Inc (AVT) | COMMON | — | $335M | 3.9% | SH 3,772,861 |
| 12 | Baxter International Inc (BAX) | COMMON | — | $305M | 3.5% | SH 14,285,228 |
| 13 | Avantor Inc (AVTR) | COMMON | — | $244M | 2.8% | SH 24,637,310 |
| 14 | Lear Corporation (LEA) | COMMON | — | $195M | 2.3% | SH 1,455,933 |
| 15 | SLB Ltd (SLB) | COMMON | — | $177M | 2.0% | SH 3,802,344 |
| 16 | Iqvia Hldgs Inc (IQV) | COMMON | — | $148M | 1.7% | SH 768,045 |
| 17 | Meritage Homes Corp (MTH) | COMMON | — | $109M | 1.3% | SH 1,297,494 |
| 18 | Nov Inc (NOV) | COMMON | — | $104M | 1.2% | SH 5,620,019 |
| 19 | Dnow Inc (DNOW) | COMMON | — | $56M | 0.7% | SH 4,343,617 |
| 20 | Vanguard 0-3M T-Bill ETF (VBIL) | ETF | — | $50M | 0.6% | SH 662,000 |
| 21 | Epam Sys Inc (EPAM) | COMMON | — | $47M | 0.5% | SH 587,300 |
| 22 | Lennar Corporation - B SHS (LEN/B) | COMMON | — | $32M | 0.4% | SH 364,059 |
| 23 | CRH Plc (CRH) | COMMON | — | $1.9M | <0.1% | SH 17,500 |
| 24 | Agilent Technologies, Inc. (A) | COMMON | — | $1.4M | <0.1% | SH 10,700 |
| 25 | Charles Schwab Corporation (SCHW) | COMMON | — | $1.2M | <0.1% | SH 12,500 |
| 26 | J P Morgan Chase (JPM) | COMMON | — | $0.8M | <0.1% | SH 2,500 |
| 27 | Union Pacific Corp (UNP) | COMMON | — | $0.6M | <0.1% | SH 2,032 |
| 28 | Genpact LTD (G) | COMMON | — | <$1M | <0.1% | SH 10,000 |
Filed rows (28) — as filed
Changes from 2026-03-31 (rows of a security combined)
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
4 new · ▲ 7 up · ▼ 11 down · 3 exited · 6 unchanged — by reported quantity, largest value change first
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 1 | new | Becton Dickinson & Co (BDX) | COMMON | — | +$860M | SH +5,681,708 |
| 2 | new | Accenture Plc (ACN) | COMMON | — | +$421M | SH +3,384,681 |
| 3 | ▲ up | Icon PLC (ICLR) / Icon Plc (ICLR) | COMMON | — | +$317M | SH +1,098,204 (+54.8%) |
| 4 | ▼ down | Toll Brothers, Inc. (TOL) | COMMON | — | +$157M | SH −15,200 (−0.3%) |
| 5 | new | Iqvia Hldgs Inc (IQV) | COMMON | — | +$148M | SH +768,045 |
| 6 | ▼ down | Arrow Electronics Inc (ARW) | COMMON | — | +$105M | SH −131,707 (−6.9%) |
| 7 | ▼ down | PulteGroup Inc. (PHM) | COMMON | — | +$102M | SH −41,160 (−0.7%) |
| 8 | ▲ up | Lennar Corporation - A (LEN) | COMMON | — | +$101M | SH +684,148 (+6.4%) |
| 9 | ▲ up | D R Horton, Inc. (DHI) | COMMON | — | +$95M | SH +38,880 (+1.1%) |
| 10 | ▼ down | Avnet Inc (AVT) | COMMON | — | +$94M | SH −147,651 (−3.8%) |
| 11 | ▲ up | Avantor Inc (AVTR) | COMMON | — | +$67M | SH +2,043,472 (+9.0%) |
| 12 | ▼ down | Baxter International Inc (BAX) | COMMON | — | +$64M | SH −22,460 (−0.2%) |
| 13 | ▼ down | SLB LTD (SLB) / SLB Ltd (SLB) | COMMON | — | −$63M | SH −862,233 (−18.5%) |
| 14 | ▲ up | General Motors Co (GM) | COMMON | — | +$59M | SH +347,371 (+2.8%) |
| 15 | new | Epam Sys Inc (EPAM) | COMMON | — | +$47M | SH +587,300 |
| 16 | ▲ up | DNOW INC (DNOW) / Dnow Inc (DNOW) | COMMON | — | +$47M | SH +3,519,130 (+426.8%) |
| 17 | ▼ down | Vanguard 0-3M T-Bill ETF (VBIL) | ETF | — | −$40M | SH −534,425 (−44.7%) |
| 18 | ▲ up | Oshkosh Corp (OSK) | COMMON | — | +$20M | SH +27,675 (+1.1%) |
| 19 | ▼ down | Meritage Homes Corp (MTH) | COMMON | — | +$19M | SH −157,355 (−10.8%) |
| 20 | exited | Taylor Morrison Home Corp (TMHC) | COMMON | — | −$16M | SH −270,608 |
Remaining 5 reported changes
| Row | Change | Issuer | Class | Put/call | Value change | Qty change |
|---|---|---|---|---|---|---|
| 21 | ▼ down | Lear Corporation (LEA) | COMMON | — | −$10M | SH −241,436 (−14.2%) |
| 22 | ▼ down | NOV INC (NOV) / Nov Inc (NOV) | COMMON | — | −$3.9M | SH −131,319 (−2.3%) |
| 23 | exited | Terex Corp (TEX) | COMMON | — | −$0.6M | SH −10,922 |
| 24 | ▼ down | J P Morgan Chase (JPM) | COMMON | — | −<$1M | SH −1,500 (−37.5%) |
| 25 | exited | Stellantis NV (STLA) | COMMON | — | −<$1M | SH −37,000 |
Changes appear only where the prior quarter's validated report exists.