13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q3 2023 · Filed July 13, 2023 · Accession 0001213900-23-056683
Total Value
$7.53B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Lennar Corporation - A (LEN) | LEN-B | 9,066,250 | $1.14B | 15.09% |
| 2 | General Motors Co (GM) | GM | 22,036,218 | $849.7M | 11.28% |
| 3 | Goldman Sachs (GS) | GSCE | 2,275,566 | $734.0M | 9.75% |
| 4 | J P Morgan Chase (JPM) | VYLD | 4,806,904 | $699.1M | 9.28% |
| 5 | Citigroup Inc (C) | C-PR | 10,970,910 | $505.1M | 6.71% |
| 6 | PulteGroup Inc. (PHM) | 745867101 | 5,783,350 | $449.3M | 5.97% |
| 7 | Toll Brothers, Inc. (TOL) | TOL | 5,537,947 | $437.9M | 5.81% |
| 8 | D R Horton, Inc. (DHI) | 23331A109 | 3,594,442 | $437.4M | 5.81% |
| 9 | Westrock CO (WRK) | WEST | 13,561,470 | $394.2M | 5.23% |
| 10 | Whirlpool Corp (WHR) | WHR-PA | 2,111,930 | $314.2M | 4.17% |
| 11 | International Paper Co (IP) | 460146103 | 9,123,905 | $290.2M | 3.85% |
| 12 | Lear Corporation (LEA) | LEA | 1,809,030 | $259.7M | 3.45% |
| 13 | Arrow Electronics Inc (ARW) | 042735100 | 1,498,038 | $214.6M | 2.85% |
| 14 | Oshkosh Corp (OSK) | OSK | 2,357,828 | $204.2M | 2.71% |
| 15 | Avnet Inc (AVT) | AVT | 3,642,489 | $183.8M | 2.44% |
| 16 | CRH PLC - Sponsored ADR (CRH) | CRH | 2,090,525 | $116.5M | 1.55% |
| 17 | Meritage Homes Corp (MTH) | MTH | 810,891 | $115.4M | 1.53% |
| 18 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 573,294 | $64.8M | 0.86% |
| 19 | Terex Corp (TEX) | TEX | 739,010 | $44.2M | 0.59% |
| 20 | Bank of America Corp (BAC) | 060505104 | 1,244,500 | $35.7M | 0.47% |
| 21 | Gildan Activewear Inc (GIL) | GIL | 1,045,840 | $33.7M | 0.45% |
| 22 | Autoliv Inc. (ALV) | ALV | 78,040 | $6.6M | 0.09% |
| 23 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.3M | 0.02% |
| 24 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.1M | 0.02% |
| 25 | Morgan Stanley (MS) | MS-PQ | 10,000 | $854,000 | 0.01% |
| 26 | Union Pacific Corp (UNP) | UNP | 2,032 | $415,788 | 0.01% |
| 27 | Berkshire Hathaway Inc. Class B (BRK/B) | BRK-A | 1,001 | $341,341 | 0.00% |
| 28 | Technipfmc PLC (FTI) | FTI | 15,500 | $257,610 | 0.00% |
| 29 | 3M Company (MMM) | MMM | 2,368 | $237,013 | 0.00% |