GREENHAVEN ASSOCIATES INC Q1 2022 Filing

Filed May 4, 2022

Portfolio Value

$3.8T

Holdings

22

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (22 positions)

#StockSharesValue% PortfolioType
1
GSGoldman Sachs (GS)
2,101,900$693.8B18.40%
2
GMGeneral Motors Co (GM)
14,404,269$630.0B16.71%
3
LENLennar Corporation - A (LEN)
7,469,610$606.3B16.08%
4
WHRWhirlpool Corp (WHR)
2,833,609$489.6B12.98%
5
WRKUSDWestrock CO (WRK)
7,176,300$337.5B8.95%
6
TRVCCitigroup Inc (C)
5,372,040$286.9B7.61%
7
TOLToll Brothers, Inc. (TOL)
5,212,203$245.1B6.50%
8
IPInternational Paper Co (IP)
4,995,325$230.5B6.11%
9
JPMJ P Morgan Chase (JPM)
647,011$88.2B2.34%
10
DHID R Horton, Inc. (DHI)
729,385$54.3B1.44%
11
LENLennar Corporation - B SHS (LEN/B)
494,968$33.8B0.90%
12
SWKStanley Black & Decker INC (SWK)
184,823$25.8B0.69%
13
LEALear Corporation (LEA)
150,310$21.4B0.57%
14
PSQUSDProshares Short QQQ (PSQ)
1,005,000$11.6B0.31%
15
SH1USDProshares Short S&P500 (SH)
695,000$9.8B0.26%
16
SCHWCharles Schwab Corporation (SCHW)
20,000$1.7B0.04%
17
AG8Agilent Technologies, Inc. (A)
10,700$1.4B0.04%
18
MDC1USDM.D.C. Holdings, Inc. (MDC)
25,000$946.0M0.03%
19
DWDMorgan Stanley (MS)
10,000$874.0M0.02%
20
UNPUnion Pacific Corp (UNP)
2,032$555.0M0.01%
21
MMM3M Company (MMM)
2,500$372.0M0.01%
22
BRK/BBerkshire Hathaway Inc. Class B (BRK/B)
1,001$353.0M0.01%