GREENHAVEN ASSOCIATES INC Q1 2021 Filing
Filed May 13, 2021
Portfolio Value
$4.4T
Holdings
24
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 2,666,847 | $872.1B | 19.71% | |
| 2 | LENLennar Corporation - A (LEN) | 7,025,222 | $711.2B | 16.07% | |
| 3 | WHRWhirlpool Corp (WHR) | 2,783,465 | $613.3B | 13.86% | |
| 4 | GMGeneral Motors Co (GM) | 10,550,544 | $606.2B | 13.70% | |
| 5 | DWDMorgan Stanley (MS) | 5,694,264 | $442.2B | 9.99% | |
| 6 | TOLToll Brothers, Inc. (TOL) | 5,355,780 | $303.8B | 6.87% | |
| 7 | DEDeere & Co (DE) | 595,557 | $222.8B | 5.04% | |
| 8 | CFCF Industries Holdings, Inc. (CF) | 2,474,561 | $112.3B | 2.54% | |
| 9 | DHID R Horton, Inc. (DHI) | 1,077,444 | $96.0B | 2.17% | |
| 10 | LEALear Corporation (LEA) | 513,221 | $93.0B | 2.10% | |
| 11 | SCHWCharles Schwab Corporation (SCHW) | 1,254,687 | $81.8B | 1.85% | |
| 12 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 297,138 | $75.9B | 1.72% | |
| 13 | PHMPulteGroup (PHM) | 1,008,744 | $52.9B | 1.20% | |
| 14 | —Bunge Ltd (BG) | 621,400 | $49.3B | 1.11% | |
| 15 | LENLennar Corporation - B SHS (LEN/B) | 455,747 | $37.5B | 0.85% | |
| 16 | OCOwens Corning, Inc (OC) | 243,926 | $22.5B | 0.51% | |
| 17 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $14.0B | 0.32% | |
| 18 | SH1USDProshares Short S&P500 (SH) | 620,000 | $10.4B | 0.23% | |
| 19 | ALVAutoliv, Inc. (ALV) | 28,500 | $2.6B | 0.06% | |
| 20 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 37,152 | $2.2B | 0.05% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.4B | 0.03% | |
| 22 | JPMJ P Morgan Chase (JPM) | 5,000 | $761.0M | 0.02% | |
| 23 | MMM3M Company (MMM) | 2,500 | $482.0M | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $448.0M | 0.01% |