GREENHAVEN ASSOCIATES INC Q2 2021 Filing
Filed August 2, 2021
Portfolio Value
$3.4T
Holdings
20
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 2,643,577 | $1.0T | 29.32% | |
| 2 | LENLennar Corporation - A (LEN) | 7,022,487 | $697.7B | 20.39% | |
| 3 | GMGeneral Motors Co (GM) | 10,417,814 | $616.4B | 18.01% | |
| 4 | WHRWhirlpool Corp (WHR) | 2,738,105 | $597.0B | 17.45% | |
| 5 | TOLToll Brothers, Inc. (TOL) | 5,143,716 | $297.4B | 8.69% | |
| 6 | DHID R Horton, Inc. (DHI) | 775,945 | $70.1B | 2.05% | |
| 7 | LENLennar Corporation - B SHS (LEN/B) | 454,101 | $37.0B | 1.08% | |
| 8 | LEALear Corporation (LEA) | 152,210 | $26.7B | 0.78% | |
| 9 | DWDMorgan Stanley (MS) | 276,290 | $25.3B | 0.74% | |
| 10 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $12.5B | 0.36% | |
| 11 | SH1USDProshares Short S&P500 (SH) | 695,000 | $10.7B | 0.31% | |
| 12 | SCHWCharles Schwab Corporation (SCHW) | 144,227 | $10.5B | 0.31% | |
| 13 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 25,991 | $7.2B | 0.21% | |
| 14 | —Bunge Ltd (BG) | 40,500 | $3.2B | 0.09% | |
| 15 | CFCF Industries Holdings, Inc. (CF) | 48,500 | $2.5B | 0.07% | |
| 16 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.6B | 0.05% | |
| 17 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 25,000 | $1.3B | 0.04% | |
| 18 | JPMJ P Morgan Chase (JPM) | 5,000 | $778.0M | 0.02% | |
| 19 | MMM3M Company (MMM) | 2,500 | $497.0M | 0.01% | |
| 20 | UNPUnion Pacific Corp (UNP) | 2,032 | $447.0M | 0.01% |