13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q4 2023 · Filed October 3, 2023 · Accession 0001013762-23-000744
Total Value
$7.71B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Lennar Corporation - A (LEN) | LEN-B | 8,982,250 | $1.01B | 13.07% |
| 2 | Goldman Sachs (GS) | GSCE | 2,333,937 | $755.2M | 9.79% |
| 3 | General Motors Co (GM) | GM | 22,219,988 | $732.6M | 9.50% |
| 4 | J P Morgan Chase (JPM) | VYLD | 4,719,004 | $684.3M | 8.87% |
| 5 | CRH PLC (CRH) | CRH | 11,038,427 | $604.1M | 7.83% |
| 6 | Citigroup Inc (C) | C-PR | 13,164,793 | $541.5M | 7.02% |
| 7 | Westrock CO (WRK) | WEST | 13,519,770 | $484.0M | 6.28% |
| 8 | PulteGroup Inc. (PHM) | 745867101 | 5,702,018 | $422.2M | 5.47% |
| 9 | Toll Brothers, Inc. (TOL) | TOL | 5,553,907 | $410.8M | 5.33% |
| 10 | D R Horton, Inc. (DHI) | 23331A109 | 3,513,582 | $377.6M | 4.90% |
| 11 | International Paper Co (IP) | 460146103 | 9,809,755 | $348.0M | 4.51% |
| 12 | Lear Corporation (LEA) | LEA | 1,789,830 | $240.2M | 3.11% |
| 13 | Oshkosh Corp (OSK) | OSK | 2,458,689 | $234.6M | 3.04% |
| 14 | Arrow Electronics Inc (ARW) | 042735100 | 1,757,128 | $220.1M | 2.85% |
| 15 | Whirlpool Corp (WHR) | WHR-PA | 1,585,070 | $211.9M | 2.75% |
| 16 | Avnet Inc (AVT) | AVT | 3,772,089 | $181.8M | 2.36% |
| 17 | Meritage Homes Corp (MTH) | MTH | 813,950 | $99.6M | 1.29% |
| 18 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 569,024 | $58.2M | 0.75% |
| 19 | Terex Corp (TEX) | TEX | 723,010 | $41.7M | 0.54% |
| 20 | NOV INC (NOV) | NOV | 1,561,900 | $32.6M | 0.42% |
| 21 | Gildan Activewear Inc (GIL) | GIL | 561,734 | $15.7M | 0.20% |
| 22 | Autoliv Inc. (ALV) | ALV | 40,285 | $3.9M | 0.05% |
| 23 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.2M | 0.02% |
| 24 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.1M | 0.01% |
| 25 | Morgan Stanley (MS) | MS-PQ | 10,000 | $816,700 | 0.01% |
| 26 | Union Pacific Corp (UNP) | UNP | 2,032 | $413,776 | 0.01% |
| 27 | Berkshire Hathaway Inc. Class B (BRK/B) | BRK-A | 1,001 | $350,650 | 0.00% |
| 28 | Technipfmc PLC (FTI) | FTI | 15,500 | $315,270 | 0.00% |
| 29 | 3M Company (MMM) | MMM | 2,368 | $221,692 | 0.00% |