GREENHAVEN ASSOCIATES INC Q1 2020 Filing
Filed May 7, 2020
Portfolio Value
$2.7T
Holdings
27
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 2,907,897 | $449.5B | 16.73% | |
| 2 | LENLennar Corporation 0 A (LEN) | 9,630,790 | $367.9B | 13.69% | |
| 3 | TRVCCitigroup (C) | 8,462,940 | $356.5B | 13.26% | |
| 4 | DHID R Horton, Inc. (DHI) | 8,190,844 | $278.5B | 10.36% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,760,802 | $236.9B | 8.81% | |
| 6 | GMGeneral Motors Co (GM) | 10,095,386 | $209.8B | 7.81% | |
| 7 | FFord Motor Co (F) | 34,245,326 | $165.4B | 6.15% | |
| 8 | DEDeere & Co (DE) | 1,011,572 | $139.8B | 5.20% | |
| 9 | DWDMorgan Stanley (MS) | 2,915,100 | $99.1B | 3.69% | |
| 10 | TOLToll Brothers, Inc. (TOL) | 4,970,396 | $95.7B | 3.56% | |
| 11 | PHMPulteGroup (PHM) | 3,338,743 | $74.5B | 2.77% | |
| 12 | AXPAmerican Express Co (AXP) | 563,900 | $48.3B | 1.80% | |
| 13 | JPMJ P Morgan Chase (JPM) | 465,100 | $41.9B | 1.56% | |
| 14 | PWRQuanta Services Inc (PWR) | 850,642 | $27.0B | 1.00% | |
| 15 | KBHKB Home(KBH) | 1,183,300 | $21.4B | 0.80% | |
| 16 | LENLennar Corporation 0 B SHS (LEN/B) | 576,484 | $16.7B | 0.62% | |
| 17 | ADNTAdient PLC (ADNT) | 1,716,901 | $15.6B | 0.58% | |
| 18 | MHKMohawk Industries, Inc (MHK) | 197,296 | $15.0B | 0.56% | |
| 19 | LEVILevi Strauss & Co (LEVI) | 796,160 | $9.9B | 0.37% | |
| 20 | OCOwens Corning, Inc(OC) | 192,900 | $7.5B | 0.28% | |
| 21 | RLRalph Lauren Corp (RL) | 105,736 | $7.1B | 0.26% | |
| 22 | MMM3M Company (MMM) | 12,800 | $1.7B | 0.07% | |
| 23 | AG8Agilent Technologies, Inc. (A) | 10,700 | $766.0M | 0.03% | |
| 24 | TMHCTaylor Morrison Home Corp (TMHC) | 43,983 | $484.0M | 0.02% | |
| 25 | UNPUnion Pacific Corp (UNP) | 2,032 | $287.0M | 0.01% | |
| 26 | AMTTD Ameritrade (AMTD) | 5,170 | $179.0M | 0.01% | |
| 27 | TPHTri Pointe Group, Inc. (TPH) | 16,400 | $144.0M | 0.01% |