13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q2 2024 · Filed July 15, 2024 · Accession 0001213900-24-061218
Total Value
$7.61B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Lennar Corporation - A (LEN) | LEN-B | 8,972,532 | $1.34B | 17.67% |
| 2 | General Motors Co (GM) | GM | 23,266,658 | $1.08B | 14.20% |
| 3 | Citigroup Inc (C) | C-PR | 16,640,846 | $1.06B | 13.87% |
| 4 | CRH PLC (CRH) | CRH | 11,120,064 | $833.8M | 10.95% |
| 5 | Toll Brothers, Inc. (TOL) | TOL | 5,565,787 | $641.1M | 8.42% |
| 6 | PulteGroup Inc. (PHM) | 745867101 | 5,576,308 | $614.0M | 8.07% |
| 7 | D R Horton, Inc. (DHI) | 23331A109 | 3,669,893 | $517.2M | 6.80% |
| 8 | Oshkosh Corp (OSK) | OSK | 2,517,042 | $272.3M | 3.58% |
| 9 | International Paper Co (IP) | 460146103 | 5,403,885 | $233.2M | 3.06% |
| 10 | Arrow Electronics Inc (ARW) | 042735100 | 1,882,880 | $227.4M | 2.99% |
| 11 | Lear Corporation (LEA) | LEA | 1,816,880 | $207.5M | 2.73% |
| 12 | Avnet Inc (AVT) | AVT | 3,922,338 | $202.0M | 2.65% |
| 13 | Meritage Homes Corp (MTH) | MTH | 772,153 | $125.0M | 1.64% |
| 14 | Terex Corp (TEX) | TEX | 1,499,671 | $82.2M | 1.08% |
| 15 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 482,750 | $67.3M | 0.88% |
| 16 | Genpact LTD (G) | G | 1,240,775 | $39.9M | 0.52% |
| 17 | NOV INC (NOV) | NOV | 1,798,976 | $34.2M | 0.45% |
| 18 | Goldman Sachs (GS) | GSCE | 57,259 | $25.9M | 0.34% |
| 19 | J P Morgan Chase (JPM) | VYLD | 7,500 | $1.5M | 0.02% |
| 20 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.5M | 0.02% |
| 21 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.4M | 0.02% |
| 22 | Morgan Stanley (MS) | MS-PQ | 10,000 | $971,900 | 0.01% |
| 23 | Union Pacific Corp (UNP) | UNP | 2,032 | $459,760 | 0.01% |
| 24 | Berkshire Hathaway Inc. Class B (BRK/B) | BRK-A | 1,001 | $407,207 | 0.01% |
| 25 | 3M Company (MMM) | MMM | 2,368 | $241,986 | 0.00% |