GREENHAVEN ASSOCIATES INC Q2 2017 Filing
Filed August 9, 2017
Portfolio Value
$6.6T
Holdings
23
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,793,287 | $841.7B | 12.73% | |
| 2 | TRVCCitigroup (C) | 11,495,187 | $768.8B | 11.63% | |
| 3 | EADSYAirbus Group NV (EADSY) | 35,887,788 | $741.8B | 11.22% | |
| 4 | FDXFedEx Corp (FDX) | 3,015,688 | $655.4B | 9.91% | |
| 5 | JPMJ P Morgan Chase (JPM) | 7,033,846 | $642.9B | 9.72% | |
| 6 | BABoeing Company (BA) | 2,804,454 | $554.6B | 8.39% | |
| 7 | LOWLowe's Companies, Inc. (LOW) | 7,106,121 | $550.9B | 8.33% | |
| 8 | WHRWhirlpool Corp (WHR) | 2,737,150 | $524.5B | 7.93% | |
| 9 | LENLennar Corporation (LEN) | 5,420,516 | $289.0B | 4.37% | |
| 10 | DHID R Horton, Inc. (DHI) | 8,172,140 | $282.5B | 4.27% | |
| 11 | TOLToll Brothers, Inc. (TOL) | 4,029,966 | $159.2B | 2.41% | |
| 12 | PHMPulteGroup (PHM) | 5,755,265 | $141.2B | 2.14% | |
| 13 | —Calatlantic Group (CAA) | 3,049,843 | $107.8B | 1.63% | |
| 14 | ADNTAdient PLC (ADNT) | 1,614,881 | $105.6B | 1.60% | |
| 15 | —USG Corp (USG) | 2,595,641 | $75.3B | 1.14% | |
| 16 | TPHTri Pointe Group, Inc. (TPH) | 5,179,006 | $68.3B | 1.03% | |
| 17 | ACMAECOM (ACM) | 1,612,447 | $52.1B | 0.79% | |
| 18 | TMHCTaylor Morrison Home Corp (TMHC) | 1,296,400 | $31.1B | 0.47% | |
| 19 | MMM3M Company (MMM) | 50,000 | $10.4B | 0.16% | |
| 20 | PXGBXPraxair Inc. (PX) | 56,761 | $7.5B | 0.11% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $635.0M | 0.01% | |
| 22 | AMTTD Ameritrade (AMTD) | 6,270 | $270.0M | 0.00% | |
| 23 | UNPUnion Pacific Corp (UNP) | 2,032 | $221.0M | 0.00% |