GREENHAVEN ASSOCIATES INC Q2 2022 Filing
Filed August 1, 2022
Portfolio Value
$4.6T
Holdings
27
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 2,216,011 | $658.2B | 14.21% | |
| 2 | LENLennar Corporation - A (LEN) | 9,320,767 | $657.8B | 14.20% | |
| 3 | JPMJ P Morgan Chase (JPM) | 4,533,856 | $510.6B | 11.02% | |
| 4 | GMGeneral Motors Co (GM) | 14,495,199 | $460.4B | 9.94% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,833,509 | $438.8B | 9.47% | |
| 6 | WRKUSDWestrock CO (WRK) | 8,829,104 | $351.8B | 7.59% | |
| 7 | TRVCCitigroup Inc (C) | 6,563,620 | $301.9B | 6.51% | |
| 8 | DHID R Horton, Inc. (DHI) | 3,803,532 | $251.8B | 5.43% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,357,903 | $239.0B | 5.16% | |
| 10 | IPInternational Paper Co (IP) | 4,994,325 | $208.9B | 4.51% | |
| 11 | PHMPulteGroup Inc. (PHM) | 4,242,740 | $168.1B | 3.63% | |
| 12 | SWKStanley Black & Decker INC (SWK) | 1,321,002 | $138.5B | 2.99% | |
| 13 | LEALear Corporation (LEA) | 770,210 | $97.0B | 2.09% | |
| 14 | MTHMeritage Homes Corp (MTH) | 734,559 | $53.3B | 1.15% | |
| 15 | LENLennar Corporation - B SHS (LEN/B) | 574,964 | $33.8B | 0.73% | |
| 16 | RHCRH PLC - Sponsored ADR (CRH) | 752,445 | $26.2B | 0.57% | |
| 17 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $14.5B | 0.31% | |
| 18 | SH1USDProshares Short S&P500 (SH) | 695,000 | $11.5B | 0.25% | |
| 19 | ALVAutoliv Inc. (ALV) | 53,330 | $3.8B | 0.08% | |
| 20 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 103,210 | $3.3B | 0.07% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.3B | 0.03% | |
| 22 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.3B | 0.03% | |
| 23 | DWDMorgan Stanley (MS) | 10,000 | $761.0M | 0.02% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $433.0M | 0.01% | |
| 25 | MMM3M Company (MMM) | 2,500 | $324.0M | 0.01% | |
| 26 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $273.0M | 0.01% | |
| 27 | FTITechnipfmc PLC (FTI) | 18,600 | $125.0M | 0.00% |