13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001213900-24-036426
Total Value
$10.86B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Lennar Corporation - A (LEN) | LEN-B | 8,933,457 | $1.54B | 14.15% |
| 2 | General Motors Co (GM) | GM | 23,154,158 | $1.05B | 9.67% |
| 3 | Citigroup Inc (C) | C-PR | 16,291,760 | $1.03B | 9.49% |
| 4 | Goldman Sachs (GS) | GSCE | 2,296,177 | $959.1M | 8.83% |
| 5 | CRH PLC (CRH) | CRH | 11,028,797 | $951.3M | 8.76% |
| 6 | J P Morgan Chase (JPM) | VYLD | 4,626,384 | $926.7M | 8.53% |
| 7 | Toll Brothers, Inc. (TOL) | TOL | 5,512,894 | $713.2M | 6.57% |
| 8 | PulteGroup Inc. (PHM) | 745867101 | 5,670,818 | $684.0M | 6.30% |
| 9 | Westrock CO (WRK) | WEST | 12,644,411 | $625.3M | 5.76% |
| 10 | D R Horton, Inc. (DHI) | 23331A109 | 3,587,993 | $590.4M | 5.44% |
| 11 | International Paper Co (IP) | 460146103 | 10,165,385 | $396.7M | 3.65% |
| 12 | Oshkosh Corp (OSK) | OSK | 2,480,089 | $309.3M | 2.85% |
| 13 | Lear Corporation (LEA) | LEA | 1,799,060 | $260.6M | 2.40% |
| 14 | Arrow Electronics Inc (ARW) | 042735100 | 1,850,828 | $239.6M | 2.21% |
| 15 | Avnet Inc (AVT) | AVT | 3,858,537 | $191.3M | 1.76% |
| 16 | Meritage Homes Corp (MTH) | MTH | 826,905 | $145.1M | 1.34% |
| 17 | Terex Corp (TEX) | TEX | 1,476,300 | $95.1M | 0.88% |
| 18 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 516,800 | $79.7M | 0.73% |
| 19 | Genpact LTD (G) | G | 1,087,635 | $35.8M | 0.33% |
| 20 | NOV INC (NOV) | NOV | 1,798,976 | $35.1M | 0.32% |
| 21 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.6M | 0.01% |
| 22 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.4M | 0.01% |
| 23 | Morgan Stanley (MS) | MS-PQ | 10,000 | $941,600 | 0.01% |
| 24 | Union Pacific Corp (UNP) | UNP | 2,032 | $499,730 | 0.00% |
| 25 | Berkshire Hathaway Inc. Class B (BRK/B) | BRK-A | 1,001 | $420,941 | 0.00% |
| 26 | Technipfmc PLC (FTI) | FTI | 15,500 | $389,205 | 0.00% |
| 27 | 3M Company (MMM) | MMM | 2,368 | $251,174 | 0.00% |