GREENHAVEN ASSOCIATES INC Q1 2024 Filing
Filed April 26, 2024
Portfolio Value
$10.9T
Holdings
27
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 8,933,457 | $1.5T | 14.15% | |
| 2 | GMGeneral Motors Co (GM) | 23,154,158 | $1.1T | 9.67% | |
| 3 | TRVCCitigroup Inc (C) | 16,291,760 | $1.0T | 9.49% | |
| 4 | GSGoldman Sachs (GS) | 2,296,177 | $959.1B | 8.83% | |
| 5 | RHCRH PLC (CRH) | 11,028,797 | $951.3B | 8.76% | |
| 6 | JPMJ P Morgan Chase (JPM) | 4,626,384 | $926.7B | 8.53% | |
| 7 | TOLToll Brothers, Inc. (TOL) | 5,512,894 | $713.2B | 6.57% | |
| 8 | PHMPulteGroup Inc. (PHM) | 5,670,818 | $684.0B | 6.30% | |
| 9 | WRKUSDWestrock CO (WRK) | 12,644,411 | $625.3B | 5.76% | |
| 10 | DHID R Horton, Inc. (DHI) | 3,587,993 | $590.4B | 5.44% | |
| 11 | IPInternational Paper Co (IP) | 10,165,385 | $396.7B | 3.65% | |
| 12 | OSKOshkosh Corp (OSK) | 2,480,089 | $309.3B | 2.85% | |
| 13 | LEALear Corporation (LEA) | 1,799,060 | $260.6B | 2.40% | |
| 14 | ARWArrow Electronics Inc (ARW) | 1,850,828 | $239.6B | 2.21% | |
| 15 | AVTAvnet Inc (AVT) | 3,858,537 | $191.3B | 1.76% | |
| 16 | MTHMeritage Homes Corp (MTH) | 826,905 | $145.1B | 1.34% | |
| 17 | TEXTerex Corp (TEX) | 1,476,300 | $95.1B | 0.88% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 516,800 | $79.7B | 0.73% | |
| 19 | GGenpact LTD (G) | 1,087,635 | $35.8B | 0.33% | |
| 20 | NOVNOV INC (NOV) | 1,798,976 | $35.1B | 0.32% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.6B | 0.01% | |
| 22 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.4B | 0.01% | |
| 23 | DWDMorgan Stanley (MS) | 10,000 | $941.6M | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $499.7M | 0.00% | |
| 25 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $420.9M | 0.00% | |
| 26 | FTITechnipfmc PLC (FTI) | 15,500 | $389.2M | 0.00% | |
| 27 | MMM3M Company (MMM) | 2,368 | $251.2M | 0.00% |