Greenhaven Associates Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$6.07B
Q ending 2026-03-31
Prior quarter
$6.17B
Q ending 2025-12-31
Change
-1.6% QoQ · -3.5% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| General Motors Co (Gm) | Shares | $933.2M | 12.5M | |
| Lennar Corporation - A (Len) | LEN | Shares | $923.3M | 10.6M |
| Toll Brothers, Inc. (Tol) | TOL | Shares | $770.4M | 5.6M |
| Pultegroup Inc. (Phm) | PHM | Shares | $646.5M | 5.5M |
| D R Horton, Inc. (Dhi) | DHI | Shares | $475.7M | 3.5M |
| Oshkosh Corp (Osk) | OSK | Shares | $372.6M | 2.5M |
| Arrow Electronics Inc (Arw) | ARW | Shares | $271.9M | 1.9M |
| Avnet Inc (Avt) | AVT | Shares | $241.6M | 3.9M |
| Baxter International Inc (Bax) | BAX | Shares | $240.4M | 14.3M |
| Slb Ltd (Slb) | SLB | Shares | $239.7M | 4.7M |
| Icon Plc (Iclr) | Shares | $221.6M | 2.0M | |
| Lear Corporation (Lea) | LEA | Shares | $205.5M | 1.7M |
| Avantor Inc (Avtr) | AVTR | Shares | $177.1M | 22.6M |
| Nov Inc (Nov) | NOV | Shares | $108.2M | 5.8M |
| Vanguard 0-3M T-Bill Etf (Vbil) | VBIL | Shares | $90.5M | 1.2M |
| Meritage Homes Corp (Mth) | MTH | Shares | $90.0M | 1.5M |
| Lennar Corporation - B Shs (Len/B) | LEN/B | Shares | $30.6M | 364K |
| Taylor Morrison Home Corp (Tmhc) | TMHC | Shares | $15.8M | 271K |
| Dnow Inc (Dnow) | DNOW | Shares | $9.8M | 824K |
| Crh Plc (Crh) | Shares | $1.8M | 18K | |
| Agilent Technologies, Inc. (A) | A | Shares | $1.2M | 11K |
| J P Morgan Chase (Jpm) | JPM | Shares | $1.2M | 4K |
| Charles Schwab Corporation (Schw) | SCHW | Shares | $1.2M | 13K |
| Terex Corp (Tex) | TEX | Shares | $645K | 11K |
| Union Pacific Corp (Unp) | UNP | Shares | $493K | 2K |
| Genpact Ltd (G) | Shares | $373K | 10K | |
| Stellantis Nv (Stla) | Shares | $262K | 37K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.