GREENHAVEN ASSOCIATES INC Q1 2018 Filing
Filed May 7, 2018
Portfolio Value
$6.4T
Holdings
23
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,583,552 | $902.6B | 14.20% | |
| 2 | TRVCCitigroup (C) | 12,050,590 | $813.4B | 12.80% | |
| 3 | EADSYAirbus Group NV (EADSY) | 27,963,124 | $806.5B | 12.69% | |
| 4 | JPMJ P Morgan Chase (JPM) | 6,670,020 | $733.5B | 11.54% | |
| 5 | FDXFedEx Corp (FDX) | 2,904,515 | $697.4B | 10.97% | |
| 6 | LENLennar Corporation - A (LEN) | 8,690,739 | $512.2B | 8.06% | |
| 7 | WHRWhirlpool Corp (WHR) | 2,897,032 | $443.6B | 6.98% | |
| 8 | DHID R Horton, Inc. (DHI) | 8,164,329 | $357.9B | 5.63% | |
| 9 | PHMPulteGroup (PHM) | 6,522,895 | $192.4B | 3.03% | |
| 10 | TOLToll Brothers, Inc. (TOL) | 4,047,305 | $175.0B | 2.75% | |
| 11 | FFord Motor Co (F) | 14,608,503 | $161.9B | 2.55% | |
| 12 | GMGeneral Motors Co (GM) | 4,086,500 | $148.5B | 2.34% | |
| 13 | ADNTAdient PLC (ADNT) | 1,901,848 | $113.7B | 1.79% | |
| 14 | TPHTri Pointe Group, Inc. (TPH) | 5,146,999 | $84.6B | 1.33% | |
| 15 | TMHCTaylor Morrison Home Corp (TMHC) | 2,901,638 | $67.5B | 1.06% | |
| 16 | ACMAECOM (ACM) | 1,642,749 | $58.5B | 0.92% | |
| 17 | PWRQuanta Services Inc (PWR) | 1,260,700 | $43.3B | 0.68% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 573,727 | $27.4B | 0.43% | |
| 19 | MMM3M Company (MMM) | 50,000 | $11.0B | 0.17% | |
| 20 | PXGBXPraxair Inc. (PX) | 22,451 | $3.2B | 0.05% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $716.0M | 0.01% | |
| 22 | AMTTD Ameritrade (AMTD) | 7,170 | $425.0M | 0.01% | |
| 23 | UNPUnion Pacific Corp (UNP) | 2,032 | $273.0M | 0.00% |