§ 13F · FUND PROFILE
GREENHAVEN ASSOCIATES INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.6B (13F)Positions · 27Turnover · — · Q1Filed · Apr 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | — | General Motors Co (GM) | 12.53M | $933M | 15.4% | −17% |
| 2 | LEN | Lennar Corporation - A (LEN) | 10.63M | $923M | 15.2% | +5% |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5.65M | $770M | 12.7% | +1% |
| 4 | PHM | PulteGroup Inc. (PHM) | 5.50M | $647M | 10.6% | −1% |
| 5 | DHI | D R Horton, Inc. (DHI) | 3.47M | $476M | 7.8% | ±0% |
| 6 | OSK | Oshkosh Corp (OSK) | 2.53M | $373M | 6.1% | ±0% |
| 7 | ARW | Arrow Electronics Inc (ARW) | 1.90M | $272M | 4.5% | ±0% |
| 8 | AVT | Avnet Inc (AVT) | 3.92M | $242M | 4.0% | ±0% |
| 9 | BAX | Baxter International Inc (BAX) | 14.31M | $240M | 4.0% | +34% |
| 10 | SLB | SLB LTD (SLB) | 4.66M | $240M | 3.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENHAVEN SIGNAL
AC read
GREENHAVEN ASSOCIATES INC is a Other fund managing $6.6 billion in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed