GREENHAVEN ASSOCIATES INC Q2 2018 Filing
Filed July 17, 2018
Portfolio Value
$6.7T
Holdings
24
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVCCitigroup (C) | 12,325,856 | $824.8B | 12.35% | |
| 2 | GMGeneral Motors Co (GM) | 20,192,887 | $795.6B | 11.92% | |
| 3 | GSGoldman Sachs (GS) | 3,408,632 | $751.8B | 11.26% | |
| 4 | EADSYAirbus Group NV (EADSY) | 24,754,644 | $720.2B | 10.79% | |
| 5 | FDXFedEx Corp (FDX) | 2,790,392 | $633.6B | 9.49% | |
| 6 | JPMJ P Morgan Chase (JPM) | 5,336,700 | $556.1B | 8.33% | |
| 7 | LENLennar Corporation - A (LEN) | 9,264,187 | $486.4B | 7.28% | |
| 8 | WHRWhirlpool Corp (WHR) | 2,880,632 | $421.2B | 6.31% | |
| 9 | FFord Motor Co (F) | 32,722,548 | $362.2B | 5.43% | |
| 10 | DHID R Horton, Inc. (DHI) | 8,721,921 | $357.6B | 5.36% | |
| 11 | PHMPulteGroup (PHM) | 6,987,595 | $200.9B | 3.01% | |
| 12 | TOLToll Brothers, Inc. (TOL) | 4,088,975 | $151.3B | 2.27% | |
| 13 | ADNTAdient PLC (ADNT) | 1,886,648 | $92.8B | 1.39% | |
| 14 | PWRQuanta Services Inc (PWR) | 2,514,100 | $84.0B | 1.26% | |
| 15 | TPHTri Pointe Group, Inc. (TPH) | 5,058,699 | $82.8B | 1.24% | |
| 16 | TMHCTaylor Morrison Home Corp (TMHC) | 2,840,438 | $59.0B | 0.88% | |
| 17 | ACMAECOM (ACM) | 1,632,689 | $53.9B | 0.81% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 570,540 | $24.4B | 0.36% | |
| 19 | MMM3M Company (MMM) | 52,453 | $10.3B | 0.15% | |
| 20 | PXGBXPraxair Inc. (PX) | 22,451 | $3.6B | 0.05% | |
| 21 | MTHMeritage Homes Corp (MTH) | 66,760 | $2.9B | 0.04% | |
| 22 | AG8Agilent Technologies, Inc. (A) | 10,700 | $662.0M | 0.01% | |
| 23 | AMTTD Ameritrade (AMTD) | 7,170 | $393.0M | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $288.0M | 0.00% |