Greenhaven Associates Inc Top Holdings and 13F Report (2026) About Greenhaven Associates IncInvestment ActivityGreenhaven Associates Inc has $7.96 billion in total holdings as of September 30, 2026.Greenhaven Associates Inc owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 10.03% of the portfolio was sold this quarter.This quarter, Greenhaven Associates Inc has purchased 28 new stocks and bought additional shares in 8 stocks.Greenhaven Associates Inc sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings Lennar $1,065,165,854Becton, Dickinson and Company $1,056,946,670General Motors Co (GM) $993,821,521Toll Brothers $756,487,713PulteGroup $626,091,357 Largest New Holdings this Quarter 070830104 - Bath & Body Works $159,200 Holding Largest Purchases this Quarter Lennar 1,738,824 shares (about $141.87M)Becton, Dickinson and Company 223,022 shares (about $39.92M)D.R. Horton 248,044 shares (about $33.90M)Vanguard 0-3M T-Bill ETF (VBIL) 196,916 shares (about $14.91M)Meritage Homes 70,085 shares (about $4.40M) Largest Sales this Quarter Lear 621,406 shares (about $73.34M)Arrow Electronics 277,379 shares (about $62.97M)IQVIA 223,120 shares (about $59.99M)Avnet 567,346 shares (about $56.71M)Baxter International 1,888,724 shares (about $45.33M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenhaven Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLENLennar$1,065,165,854$141,870,650 ▲15.4%13,055,10313.4%Consumer DiscretionaryBDXBecton, Dickinson and Company$1,056,946,670$39,920,938 ▲3.9%5,904,73013.3%HealthcareGeneral Motors Co (GM)$993,821,521$2,561,559 ▲0.3%12,906,77312.5%COMMONTOLToll Brothers$756,487,713$2,169,475 ▼-0.3%5,614,0099.5%Consumer DiscretionaryPHMPulteGroup$626,091,357$7,126,084 ▼-1.1%5,394,5497.9%Consumer DiscretionaryICLRIcon$521,701,860$5,371,684 ▼-1.0%3,069,0156.6%HealthcareDHID.R. Horton$512,962,783$33,895,213 ▲7.1%3,753,8446.4%Consumer DiscretionaryAVTRAvantor$366,612,131$4,179,385 ▼-1.1%24,359,6104.6%HealthcareARWArrow Electronics$337,497,698$62,965,033 ▼-15.7%1,486,7744.2%TechnologyOSKOshkosh$325,641,502$3,967,656 ▼-1.2%2,527,8804.1%IndustrialsAVTAvnet$320,391,224$56,706,233 ▼-15.0%3,205,5154.0%TechnologyBAXBaxter International$297,516,096$45,329,376 ▼-13.2%12,396,5043.7%HealthcareSLBSLB$182,711,888$2,538,312 ▼-1.4%3,750,2442.3%EnergyIQVIQVIA$146,503,086$59,985,812 ▼-29.1%544,9251.8%HealthcareNOVNOV$98,924,724$6,338,232 ▼-6.0%5,281,6191.2%EnergyLEALear$98,499,222$73,344,550 ▼-42.7%834,5271.2%Consumer DiscretionaryMTHMeritage Homes$85,952,340$4,404,842 ▲5.4%1,367,5791.1%Consumer DiscretionaryDNOWDNOW$67,846,445$520,382 ▲0.8%4,377,1900.9%IndustrialsVanguard 0-3M T-Bill ETF (VBIL)$65,037,120$14,910,480 ▲29.7%858,9160.8%ETFLEN.BLennar$29,273,060$151,981 ▲0.5%365,9590.4%Consumer DiscretionaryAAgilent Technologies$1,843,7170.0%10,7000.0%HealthcareCRH Plc (CRH)$1,449,0000.0%17,5000.0%COMMONSCHWCharles Schwab$1,026,270$195,480 ▼-16.0%10,5000.0%FinanceUNPUnion Pacific$552,9680.0%2,0320.0%IndustrialsJPMJPMorgan Chase & Co.$330,830$496,245 ▼-60.0%1,0000.0%FinanceGGenpact$325,3000.0%10,0000.0%IndustrialsBBWIBath & Body Works$159,200$159,200 ▲New Holding10,0000.0%Consumer DiscretionaryACNAccenture$0$421,189,704 ▼-100.0%00.0%TechnologyEPAMEPAM Systems$0$46,602,255 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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