13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001213900-25-061983
Total Value
$6.72B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Citigroup Inc (C) | C-PR | 16,175,563 | $1.38B | 20.48% |
| 2 | General Motors Co (GM) | GM | 23,654,358 | $1.16B | 17.32% |
| 3 | Lennar Corporation - A (LEN) | LEN-B | 9,493,585 | $1.05B | 15.62% |
| 4 | Toll Brothers, Inc. (TOL) | TOL | 5,601,916 | $639.3M | 9.51% |
| 5 | PulteGroup Inc. (PHM) | 745867101 | 5,580,428 | $588.5M | 8.76% |
| 6 | D R Horton, Inc. (DHI) | 23331A109 | 3,681,063 | $474.6M | 7.06% |
| 7 | Oshkosh Corp (OSK) | OSK | 2,554,406 | $290.0M | 4.31% |
| 8 | Arrow Electronics Inc (ARW) | 042735100 | 1,912,699 | $243.7M | 3.63% |
| 9 | Millrose Properties (MRP) | 601137102 | 7,887,516 | $224.9M | 3.35% |
| 10 | Avnet Inc (AVT) | AVT | 3,962,937 | $210.4M | 3.13% |
| 11 | Lear Corporation (LEA) | LEA | 1,841,647 | $174.9M | 2.60% |
| 12 | Meritage Homes Corp (MTH) | MTH | 1,491,955 | $99.9M | 1.49% |
| 13 | Terex Corp (TEX) | TEX | 1,499,933 | $70.0M | 1.04% |
| 14 | NOV INC (NOV) | NOV | 4,982,516 | $61.9M | 0.92% |
| 15 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 364,059 | $38.3M | 0.57% |
| 16 | Icon PLC (ICLR) | ICLR | 17,633 | $2.6M | 0.04% |
| 17 | CRH PLC (CRH) | CRH | 26,937 | $2.5M | 0.04% |
| 18 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 20,000 | $1.8M | 0.03% |
| 19 | Goldman Sachs (GS) | GSCE | 2,500 | $1.8M | 0.03% |
| 20 | J P Morgan Chase (JPM) | VYLD | 5,000 | $1.4M | 0.02% |
| 21 | Morgan Stanley (MS) | MS-PQ | 10,000 | $1.4M | 0.02% |
| 22 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.3M | 0.02% |
| 23 | Genpact LTD (G) | G | 11,018 | $484,902 | 0.01% |
| 24 | Union Pacific Corp (UNP) | UNP | 2,032 | $467,523 | 0.01% |
| 25 | Stellantis NV (STLA) | STLA | 36,000 | $361,080 | 0.01% |