13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q1 2025 · Filed April 2, 2025 · Accession 0001213900-25-027816
Total Value
$6.29B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Citigroup Inc (C) | C-PR | 16,665,843 | $1.18B | 18.80% |
| 2 | General Motors Co (GM) | GM | 23,780,060 | $1.12B | 17.77% |
| 3 | Lennar Corporation - A (LEN) | LEN-B | 9,439,955 | $1.08B | 17.22% |
| 4 | Toll Brothers, Inc. (TOL) | TOL | 5,562,582 | $587.4M | 9.33% |
| 5 | PulteGroup Inc. (PHM) | 745867101 | 5,587,328 | $574.4M | 9.13% |
| 6 | D R Horton, Inc. (DHI) | 23331A109 | 3,674,763 | $467.2M | 7.42% |
| 7 | Oshkosh Corp (OSK) | OSK | 2,553,606 | $240.2M | 3.82% |
| 8 | Millrose Properties (MRP) | 601137102 | 7,888,017 | $209.1M | 3.32% |
| 9 | Arrow Electronics Inc (ARW) | 042735100 | 1,913,757 | $198.7M | 3.16% |
| 10 | Avnet Inc (AVT) | AVT | 3,965,237 | $190.7M | 3.03% |
| 11 | Lear Corporation (LEA) | LEA | 1,843,447 | $162.6M | 2.58% |
| 12 | Meritage Homes Corp (MTH) | MTH | 1,434,368 | $101.7M | 1.62% |
| 13 | NOV INC (NOV) | NOV | 4,114,157 | $62.6M | 0.99% |
| 14 | Terex Corp (TEX) | TEX | 1,503,133 | $56.8M | 0.90% |
| 15 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 364,059 | $39.7M | 0.63% |
| 16 | Genpact LTD (G) | G | 146,678 | $7.4M | 0.12% |
| 17 | CRH PLC (CRH) | CRH | 26,937 | $2.4M | 0.04% |
| 18 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.6M | 0.02% |
| 19 | Goldman Sachs (GS) | GSCE | 2,500 | $1.4M | 0.02% |
| 20 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.3M | 0.02% |
| 21 | J P Morgan Chase (JPM) | VYLD | 5,000 | $1.2M | 0.02% |
| 22 | Morgan Stanley (MS) | MS-PQ | 10,000 | $1.2M | 0.02% |
| 23 | Berkshire Hathaway Inc. Class B (BRK/B) | BRK-A | 1,001 | $533,113 | 0.01% |
| 24 | Union Pacific Corp (UNP) | UNP | 2,032 | $480,040 | 0.01% |
| 25 | Stellantis NV (STLA) | STLA | 30,000 | $336,300 | 0.01% |
| 26 | Robert Half Inc. (RHI) | RHI | 3,800 | $207,290 | 0.00% |