GREENHAVEN ASSOCIATES INC Q2 2023 Filing
Filed July 13, 2023
Portfolio Value
$7530.8T
Holdings
29
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,066,250 | $1136.1T | 15.09% | |
| 2 | GMGeneral Motors Co (GM) | 22,036,218 | $849.7T | 11.28% | |
| 3 | GSGoldman Sachs (GS) | 2,275,566 | $734.0T | 9.75% | |
| 4 | JPMJ P Morgan Chase (JPM) | 4,806,904 | $699.1T | 9.28% | |
| 5 | TRVCCitigroup Inc (C) | 10,970,910 | $505.1T | 6.71% | |
| 6 | PHMPulteGroup Inc. (PHM) | 5,783,350 | $449.3T | 5.97% | |
| 7 | TOLToll Brothers, Inc. (TOL) | 5,537,947 | $437.9T | 5.81% | |
| 8 | DHID R Horton, Inc. (DHI) | 3,594,442 | $437.4T | 5.81% | |
| 9 | WRKUSDWestrock CO (WRK) | 13,561,470 | $394.2T | 5.23% | |
| 10 | WHRWhirlpool Corp (WHR) | 2,111,930 | $314.2T | 4.17% | |
| 11 | IPInternational Paper Co (IP) | 9,123,905 | $290.2T | 3.85% | |
| 12 | LEALear Corporation (LEA) | 1,809,030 | $259.7T | 3.45% | |
| 13 | ARWArrow Electronics Inc (ARW) | 1,498,038 | $214.6T | 2.85% | |
| 14 | OSKOshkosh Corp (OSK) | 2,357,828 | $204.2T | 2.71% | |
| 15 | AVTAvnet Inc (AVT) | 3,642,489 | $183.8T | 2.44% | |
| 16 | RHCRH PLC - Sponsored ADR (CRH) | 2,090,525 | $116.5T | 1.55% | |
| 17 | MTHMeritage Homes Corp (MTH) | 810,891 | $115.4T | 1.53% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 573,294 | $64.8T | 0.86% | |
| 19 | TEXTerex Corp (TEX) | 739,010 | $44.2T | 0.59% | |
| 20 | BACBank of America Corp (BAC) | 1,244,500 | $35.7T | 0.47% | |
| 21 | GILGildan Activewear Inc (GIL) | 1,045,840 | $33.7T | 0.45% | |
| 22 | ALVAutoliv Inc. (ALV) | 78,040 | $6.6T | 0.09% | |
| 23 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.3T | 0.02% | |
| 24 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.1T | 0.02% | |
| 25 | DWDMorgan Stanley (MS) | 10,000 | $854.0B | 0.01% | |
| 26 | UNPUnion Pacific Corp (UNP) | 2,032 | $415.8B | 0.01% | |
| 27 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $341.3B | 0.00% | |
| 28 | FTITechnipfmc PLC (FTI) | 15,500 | $257.6B | 0.00% | |
| 29 | MMM3M Company (MMM) | 2,368 | $237.0B | 0.00% |