GREENHAVEN ASSOCIATES INC Q1 2016 Filing
Filed May 6, 2016
Portfolio Value
$5.2T
Holdings
24
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FDXFedEx Corp (FDX) | 4,914,882 | $799.8B | 15.29% | |
| 2 | LOWLowe's Companies, Inc. (LOW) | 8,846,886 | $670.2B | 12.81% | |
| 3 | GSGoldman Sachs (GS) | 3,540,321 | $555.8B | 10.63% | |
| 4 | JPMJ P Morgan Chase (JPM) | 9,051,053 | $536.0B | 10.25% | |
| 5 | EADSYAirbus Group NV (EADSY) | 31,681,564 | $524.3B | 10.03% | |
| 6 | WHRWhirlpool Corp (WHR) | 2,630,271 | $474.3B | 9.07% | |
| 7 | TRVCCitigroup [C] | 7,781,578 | $324.9B | 6.21% | |
| 8 | LENLennar Corporation | 4,806,982 | $232.5B | 4.44% | |
| 9 | DHID R Horton, Inc. (DHI) | 6,719,617 | $203.1B | 3.88% | |
| 10 | OCOwens Corning (OC) | 3,402,236 | $160.9B | 3.08% | |
| 11 | BABoeing Company (BA) | 1,263,250 | $160.4B | 3.07% | |
| 12 | —USG Corp (USG) | 3,633,048 | $90.1B | 1.72% | |
| 13 | MMM3M Company (MMM) | 502,855 | $83.8B | 1.60% | |
| 14 | MASMasco Corp (MAS) | 2,632,970 | $82.8B | 1.58% | |
| 15 | PHMPulteGroup (PHM) | 4,335,168 | $81.1B | 1.55% | |
| 16 | TPHTri Pointe Group, Inc. (TPH) | 4,975,019 | $58.6B | 1.12% | |
| 17 | WFCWells Fargo & Co (WFC) | 1,166,104 | $56.4B | 1.08% | |
| 18 | ELUXYElectrolux AB (ELUXY) | 1,030,406 | $53.9B | 1.03% | |
| 19 | TOLToll Brothers, Inc. (TOL) | 1,663,433 | $49.1B | 0.94% | |
| 20 | —Calatlantic Group (CAA) | 633,700 | $21.2B | 0.40% | |
| 21 | PXGBXPraxair Inc. (PX) | 66,441 | $7.6B | 0.15% | |
| 22 | —Airgas, Inc. (ARG) | 19,200 | $2.7B | 0.05% | |
| 23 | AG8Agilent Technologies, Inc. (A) | 10,700 | $425.0M | 0.01% | |
| 24 | AMTTD Ameritrade (AMTD) | 6,940 | $219.0M | 0.00% |