GREENHAVEN ASSOCIATES INC Q2 2019 Filing
Filed August 7, 2019
Portfolio Value
$5.7T
Holdings
25
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVCCitigroup (C) | 12,089,344 | $846.6B | 14.78% | |
| 2 | GMGeneral Motors Co (GM) | 20,241,295 | $779.9B | 13.61% | |
| 3 | GSGoldman Sachs (GS) | 3,378,421 | $691.2B | 12.06% | |
| 4 | JPMJ P Morgan Chase (JPM) | 4,903,076 | $548.2B | 9.57% | |
| 5 | LENLennar Corporation - A (LEN) | 9,317,715 | $451.5B | 7.88% | |
| 6 | FDXFedEx Corp (FDX) | 2,727,733 | $447.9B | 7.82% | |
| 7 | WHRWhirlpool Corp (WHR) | 2,819,360 | $401.4B | 7.00% | |
| 8 | DHID R Horton, Inc. (DHI) | 8,500,704 | $366.6B | 6.40% | |
| 9 | FFord Motor Co (F) | 32,447,050 | $331.9B | 5.79% | |
| 10 | EADSYAirbus Group NV (EADSY) | 5,262,976 | $186.1B | 3.25% | |
| 11 | PHMPulteGroup (PHM) | 5,532,709 | $174.9B | 3.05% | |
| 12 | TOLToll Brothers, Inc. (TOL) | 4,324,376 | $158.4B | 2.76% | |
| 13 | PWRQuanta Services Inc (PWR) | 2,772,066 | $105.9B | 1.85% | |
| 14 | TPHTri Pointe Group, Inc. (TPH) | 4,796,632 | $57.4B | 1.00% | |
| 15 | TMHCTaylor Morrison Home Corp (TMHC) | 2,730,756 | $57.2B | 1.00% | |
| 16 | ADNTAdient PLC (ADNT) | 1,785,224 | $43.3B | 0.76% | |
| 17 | KKRKKR & Co Inc - A (KKR) | 1,452,230 | $36.7B | 0.64% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 573,448 | $22.1B | 0.39% | |
| 19 | RSPInvesco S&P 500 Equal Weight (RSP) | 77,500 | $8.4B | 0.15% | |
| 20 | MTHMeritage Homes Corp (MTH) | 96,717 | $5.0B | 0.09% | |
| 21 | MMM3M Company (MMM) | 25,000 | $4.3B | 0.08% | |
| 22 | DXCDXC Technology Co (DXC) | 62,500 | $3.4B | 0.06% | |
| 23 | AG8Agilent Technologies, Inc. (A) | 10,700 | $799.0M | 0.01% | |
| 24 | AMTTD Ameritrade (AMTD) | 7,170 | $358.0M | 0.01% | |
| 25 | UNPUnion Pacific Corp (UNP) | 2,032 | $344.0M | 0.01% |