§ 13F · FUND PROFILE
GREENHAVEN ASSOCIATES INC.
AUM · $8.7B (13F)Positions · 28Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.5B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | LEN | Lennar Corporation - A (LEN) | 11.32M | $1.0B | 11.8% | +6% |
| 2 | — | General Motors Co (GM) | 12.87M | $992M | 11.5% | +3% |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5.63M | $928M | 10.7% | ±0% |
| 4 | BDX | Becton Dickinson & Co (BDX) | 5.68M | $860M | 9.9% | NEW |
| 5 | PHM | PulteGroup Inc. (PHM) | 5.46M | $749M | 8.6% | −1% |
| 6 | DHI | D R Horton, Inc. (DHI) | 3.51M | $571M | 6.6% | +1% |
| 7 | ICLR | Icon Plc (ICLR) | 3.10M | $539M | 6.2% | +55% |
| 8 | ACN | Accenture Plc (ACN) | 3.38M | $421M | 4.9% | NEW |
| 9 | OSK | Oshkosh Corp (OSK) | 2.56M | $393M | 4.5% | +1% |
| 10 | ARW | Arrow Electronics Inc (ARW) | 1.76M | $376M | 4.3% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENHAVEN SIGNAL
AC read
GREENHAVEN ASSOCIATES INC is a Other fund managing $8.7 billion in assets. The fund runs a focused portfolio of just 28 positions.
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