13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q4 2024 · Filed January 17, 2025 · Accession 0001213900-25-004393
Total Value
$6.76B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | General Motors Co (GM) | GM | 23,723,444 | $1.26B | 18.69% |
| 2 | Lennar Corporation - A (LEN) | LEN-B | 9,164,735 | $1.25B | 18.49% |
| 3 | Citigroup Inc (C) | C-PR | 16,870,765 | $1.19B | 17.57% |
| 4 | Toll Brothers, Inc. (TOL) | TOL | 5,536,503 | $697.3M | 10.32% |
| 5 | PulteGroup Inc. (PHM) | 745867101 | 5,584,228 | $608.1M | 9.00% |
| 6 | D R Horton, Inc. (DHI) | 23331A109 | 3,671,563 | $513.4M | 7.59% |
| 7 | Oshkosh Corp (OSK) | OSK | 2,552,106 | $242.6M | 3.59% |
| 8 | Arrow Electronics Inc (ARW) | 042735100 | 1,904,857 | $215.5M | 3.19% |
| 9 | Avnet Inc (AVT) | AVT | 3,962,837 | $207.3M | 3.07% |
| 10 | Lear Corporation (LEA) | LEA | 1,842,247 | $174.5M | 2.58% |
| 11 | Meritage Homes Corp (MTH) | MTH | 739,013 | $113.7M | 1.68% |
| 12 | Terex Corp (TEX) | TEX | 1,503,133 | $69.5M | 1.03% |
| 13 | CRH PLC (CRH) | CRH | 631,793 | $58.5M | 0.86% |
| 14 | Genpact LTD (G) | G | 1,230,338 | $52.8M | 0.78% |
| 15 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 364,059 | $48.1M | 0.71% |
| 16 | NOV INC (NOV) | NOV | 3,291,042 | $48.0M | 0.71% |
| 17 | International Paper Co (IP) | 460146103 | 35,288 | $1.9M | 0.03% |
| 18 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.5M | 0.02% |
| 19 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.4M | 0.02% |
| 20 | Goldman Sachs (GS) | GSCE | 2,500 | $1.4M | 0.02% |
| 21 | Morgan Stanley (MS) | MS-PQ | 10,000 | $1.3M | 0.02% |
| 22 | J P Morgan Chase (JPM) | VYLD | 5,000 | $1.2M | 0.02% |
| 23 | Union Pacific Corp (UNP) | UNP | 2,032 | $463,377 | 0.01% |
| 24 | Berkshire Hathaway Inc. Class B (BRK/B) | BRK-A | 1,001 | $453,733 | 0.01% |