13F HOLDINGS REPORT
GREENHAVEN ASSOCIATES INC
Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0001213900-26-002117
Total Value
$6.17B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | General Motors Co (GM) | GM | 15,178,957 | $1.23B | 20.01% |
| 2 | Lennar Corporation - A (LEN) | LEN-B | 10,094,147 | $1.04B | 16.82% |
| 3 | Toll Brothers, Inc. (TOL) | TOL | 5,603,187 | $757.7M | 12.28% |
| 4 | PulteGroup Inc. (PHM) | 745867101 | 5,534,428 | $649.0M | 10.52% |
| 5 | D R Horton, Inc. (DHI) | 23331A109 | 3,484,146 | $501.8M | 8.13% |
| 6 | Oshkosh Corp (OSK) | OSK | 2,521,296 | $316.8M | 5.13% |
| 7 | Avantor Inc (AVTR) | AVTR | 20,500,653 | $234.9M | 3.81% |
| 8 | Arrow Electronics Inc (ARW) | 042735100 | 1,899,971 | $209.3M | 3.39% |
| 9 | Baxter International Inc (BAX) | 071813109 | 10,693,223 | $204.3M | 3.31% |
| 10 | Lear Corporation (LEA) | LEA | 1,776,038 | $203.5M | 3.30% |
| 11 | Avnet Inc (AVT) | AVT | 3,928,866 | $188.9M | 3.06% |
| 12 | SLB LTD (SLB) | SLB | 4,660,827 | $178.9M | 2.90% |
| 13 | Millrose Properties (MRP) | 601137102 | 4,596,584 | $137.3M | 2.23% |
| 14 | Meritage Homes Corp (MTH) | MTH | 1,465,340 | $96.4M | 1.56% |
| 15 | NOV INC (NOV) | NOV | 5,745,138 | $89.8M | 1.46% |
| 16 | Vanguard 0-3M T-Bill ETF (VBIL) | 922040845 | 772,725 | $58.3M | 0.94% |
| 17 | Lennar Corporation - B SHS (LEN/B) | LEN-B | 364,059 | $34.6M | 0.56% |
| 18 | Teleflex Inc (TFX) | TFX | 122,079 | $14.9M | 0.24% |
| 19 | Citigroup Inc (C) | C-PR | 33,260 | $3.9M | 0.06% |
| 20 | Icon PLC (ICLR) | ICLR | 17,394 | $3.2M | 0.05% |
| 21 | Robert Half Inc (RHI) | RHI | 104,700 | $2.8M | 0.05% |
| 22 | Taylor Morrison Home Corp (TMHC) | TMHC | 47,500 | $2.8M | 0.05% |
| 23 | CRH PLC (CRH) | CRH | 20,000 | $2.5M | 0.04% |
| 24 | Agilent Technologies, Inc. (A) | A | 10,700 | $1.5M | 0.02% |
| 25 | J P Morgan Chase (JPM) | VYLD | 4,000 | $1.3M | 0.02% |
| 26 | Charles Schwab Corporation (SCHW) | SCHW-PJ | 12,500 | $1.2M | 0.02% |
| 27 | Terex Corp (TEX) | TEX | 19,422 | $1.0M | 0.02% |
| 28 | Union Pacific Corp (UNP) | UNP | 2,032 | $470,042 | 0.01% |
| 29 | Genpact LTD (G) | G | 10,000 | $467,800 | 0.01% |
| 30 | Stellantis NV (STLA) | STLA | 36,000 | $392,040 | 0.01% |