Greenhaven Associates Inc Top Holdings and 13F Report (2026) About Greenhaven Associates IncInvestment ActivityGreenhaven Associates Inc has $8.66 billion in total holdings as of June 30, 2026.Greenhaven Associates Inc owns shares of 28 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 21.15% of the portfolio was purchased this quarter.About 2.26% of the portfolio was sold this quarter.This quarter, Greenhaven Associates Inc has purchased 27 new stocks and bought additional shares in 7 stocks.Greenhaven Associates Inc sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Lennar $1,024,010,087General Motors Co (GM) $992,289,842Toll Brothers $927,560,458Becton, Dickinson and Company $859,812,872PulteGroup $748,610,762 Largest New Holdings this Quarter 075887109 - Becton, Dickinson and Company $859,812,872 HoldingG1151C101 - Accenture $421,189,704 Holding46266C105 - IQVIA $148,401,655 Holding29414B104 - EPAM Systems $46,602,255 Holding Largest Purchases this Quarter Becton, Dickinson and Company 5,681,708 shares (about $859.81M)Accenture 3,384,681 shares (about $421.19M)Icon 1,098,204 shares (about $190.77M)IQVIA 768,045 shares (about $148.40M)Lennar 684,148 shares (about $61.91M) Largest Sales this Quarter Vanguard 0-3M T-Bill ETF (VBIL) 534,425 shares (about $40.45M)SLB 862,233 shares (about $40.09M)Lear 241,436 shares (about $32.37M)Arrow Electronics 131,707 shares (about $28.11M)Meritage Homes 157,355 shares (about $13.19M) 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$1,024,010,087$61,908,553 â–²6.4%11,316,27911.8%Consumer DiscretionaryGeneral Motors Co (GM)$992,289,842$26,775,357 â–²2.8%12,873,50611.5%COMMONTOLToll Brothers$927,560,458$2,504,200 â–¼-0.3%5,630,10910.7%Consumer DiscretionaryBDXBecton, Dickinson and Company$859,812,872$859,812,872 â–²New Holding5,681,7089.9%HealthcarePHMPulteGroup$748,610,762$5,647,564 â–¼-0.7%5,455,9498.6%Consumer DiscretionaryDHID.R. Horton$571,024,704$6,332,774 â–²1.1%3,505,8006.6%Consumer DiscretionaryICLRIcon$538,607,832$190,769,017 â–²54.8%3,100,6156.2%HealthcareACNAccenture$421,189,704$421,189,704 â–²New Holding3,384,6814.9%TechnologyOSKOshkosh$392,706,206$4,247,559 â–²1.1%2,558,6804.5%IndustrialsARWArrow Electronics$376,487,892$28,107,591 â–¼-6.9%1,764,1534.3%TechnologyAVTAvnet$335,105,514$13,114,362 â–¼-3.8%3,772,8613.9%TechnologyBAXBaxter International$304,561,061$478,847 â–¼-0.2%14,285,2283.5%HealthcareAVTRAvantor$243,909,369$20,230,373 â–²9.0%24,637,3102.8%HealthcareLEALear$195,182,378$32,366,910 â–¼-14.2%1,455,9332.3%Consumer DiscretionarySLBSLB$176,770,973$40,085,212 â–¼-18.5%3,802,3442.0%EnergyIQVIQVIA$148,401,655$148,401,655 â–²New Holding768,0451.7%HealthcareMTHMeritage Homes$108,794,872$13,194,217 â–¼-10.8%1,297,4941.3%Consumer DiscretionaryNOVNOV$104,251,352$2,435,967 â–¼-2.3%5,620,0191.2%EnergyDNOWDNOW$56,336,712$45,643,116 â–²426.8%4,343,6170.7%IndustrialsVanguard 0-3M T-Bill ETF (VBIL)$50,100,160$40,445,284 â–¼-44.7%662,0000.6%ETFEPAMEPAM Systems$46,602,255$46,602,255 â–²New Holding587,3000.5%TechnologyLEN.BLennar$32,295,6740.0%364,0590.4%Consumer DiscretionaryCRH Plc (CRH)$1,872,5000.0%17,5000.0%COMMONAAgilent Technologies$1,421,2810.0%10,7000.0%HealthcareSCHWCharles Schwab$1,153,3750.0%12,5000.0%FinanceJPMJPMorgan Chase & Co.$818,325$490,995 â–¼-37.5%2,5000.0%FinanceUNPUnion Pacific$552,7040.0%2,0320.0%IndustrialsGGenpact$275,0000.0%10,0000.0%IndustrialsTMHCTaylor Morrison Home$0$15,760,210 â–¼-100.0%00.0%Consumer DiscretionaryTEXTerex$0$645,490 â–¼-100.0%00.0%IndustrialsSTLAStellantis$0$262,330 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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