Greenhaven Associates Inc Top Holdings and 13F Report (2026) About Greenhaven Associates IncInvestment ActivityGreenhaven Associates Inc has $6.07 billion in total holdings as of March 31, 2026.Greenhaven Associates Inc owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 6.18% of the portfolio was sold this quarter.This quarter, Greenhaven Associates Inc has purchased 30 new stocks and bought additional shares in 11 stocks.Greenhaven Associates Inc sold shares of 9 stocks and completely divested from 4 stocks this quarter.Largest Holdings General Motors Co (GM) $933,197,058Lennar $923,294,256Toll Brothers $770,415,319PulteGroup $646,514,989D.R. Horton $475,730,762 Largest New Holdings this Quarter 67011P100 - DNOW $9,819,640 Holding Largest Purchases this Quarter Icon 1,985,017 shares (about $219.66M)Baxter International 3,614,465 shares (about $60.72M)Lennar 537,984 shares (about $46.72M)Vanguard 0-3M T-Bill ETF (VBIL) 423,700 shares (about $32.05M)Avantor 2,093,185 shares (about $16.41M) Largest Sales this Quarter General Motors Co (GM) 2,652,822 shares (about $197.64M)Lear 78,669 shares (about $9.53M)PulteGroup 37,319 shares (about $4.39M)D.R. Horton 17,226 shares (about $2.36M)Meritage Homes 10,491 shares (about $648.76K) 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 PortfolioSectorGeneral Motors Co (GM)$933,197,058$197,635,239 â–¼-17.5%12,526,13515.4%COMMONLENLennar$923,294,256$46,718,531 â–²5.3%10,632,13115.2%ConstructionTOLToll Brothers$770,415,319$5,748,389 â–²0.8%5,645,30912.7%ConstructionPHMPulteGroup$646,514,989$4,389,088 â–¼-0.7%5,497,10910.6%ConstructionDHID.R. Horton$475,730,762$2,363,752 â–¼-0.5%3,466,9207.8%ConstructionOSKOshkosh$372,589,246$1,429,262 â–²0.4%2,531,0056.1%Auto/Tires/TrucksARWArrow Electronics$271,885,283$589,559 â–¼-0.2%1,895,8604.5%Computer and TechnologyAVTAvnet$241,581,949$514,773 â–¼-0.2%3,920,5124.0%Computer and TechnologyBAXBaxter International$240,369,158$60,723,012 â–²33.8%14,307,6884.0%MedicalSLBSLB$239,712,612$192,712 â–²0.1%4,664,5773.9%EnergyICLRIcon$221,586,801$219,661,981 â–²11,412.1%2,002,4113.6%MedicalLEALear$205,517,439$9,525,243 â–¼-4.4%1,697,3693.4%Auto/Tires/TrucksAVTRAvantor$177,135,690$16,410,570 â–²10.2%22,593,8382.9%MedicalNOVNOV$108,182,668$116,622 â–²0.1%5,751,3381.8%EnergyVanguard 0-3M T-Bill ETF (VBIL)$90,509,551$32,052,905 â–²54.8%1,196,4251.5%ETFMTHMeritage Homes$89,967,862$648,763 â–¼-0.7%1,454,8491.5%ConstructionLEN.BLennar$30,624,6430.0%364,0590.5%ConstructionTMHCTaylor Morrison Home$15,760,210$12,993,810 â–²469.7%270,6080.3%ConstructionDNOWDNOW$9,819,640$9,819,640 â–²New Holding824,4870.2%IndustrialsCRH PLC (CRH)$1,839,600$262,800 â–¼-12.5%17,5000.0%COMMONAAgilent Technologies$1,219,5860.0%10,7000.0%MedicalJPMJPMorgan Chase & Co.$1,176,6400.0%4,0000.0%FinanceSCHWCharles Schwab$1,174,7500.0%12,5000.0%FinanceTEXTerex$645,490$502,350 â–¼-43.8%10,9220.0%IndustrialsUNPUnion Pacific$493,0040.0%2,0320.0%TransportationGGenpact$372,5000.0%10,0000.0%Computer and TechnologySTLAStellantis$262,330$7,090 â–²2.8%37,0000.0%Auto/Tires/TrucksMillrose Properties (MRP)$0$137,299,964 â–¼-100.0%00.0%COMMONTFXTeleflex$0$14,898,521 â–¼-100.0%00.0%MedicalCCitigroup$0$3,881,109 â–¼-100.0%00.0%Financial ServicesRHIRobert Half$0$2,843,652 â–¼-100.0%00.0%Business ServicesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
