GREENHAVEN ASSOCIATES INC Q4 2016 Filing
Filed January 23, 2017
Portfolio Value
$5.9T
Holdings
24
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,740,329 | $895.6B | 15.11% | |
| 2 | TRVCCitigroup (C) | 11,354,747 | $674.8B | 11.38% | |
| 3 | JPMJ P Morgan Chase (JPM) | 7,551,944 | $651.7B | 10.99% | |
| 4 | EADSYAirbus Group NV (EADSY) | 35,550,421 | $583.7B | 9.85% | |
| 5 | FDXFedEx Corp (FDX) | 3,049,497 | $567.8B | 9.58% | |
| 6 | LOWLowe's Companies, Inc. (LOW) | 7,271,286 | $517.1B | 8.72% | |
| 7 | WHRWhirlpool Corp (WHR) | 2,668,615 | $485.1B | 8.18% | |
| 8 | BABoeing Company (BA) | 2,839,900 | $442.1B | 7.46% | |
| 9 | LENLennar Corporation (LEN) | 5,394,007 | $231.6B | 3.91% | |
| 10 | DHID R Horton, Inc. (DHI) | 7,399,792 | $202.2B | 3.41% | |
| 11 | OCOwens Corning (OC) | 2,757,349 | $142.2B | 2.40% | |
| 12 | TOLToll Brothers, Inc. (TOL) | 3,900,701 | $120.9B | 2.04% | |
| 13 | PHMPulteGroup (PHM) | 5,718,265 | $105.1B | 1.77% | |
| 14 | —USG Corp (USG) | 3,292,065 | $95.1B | 1.60% | |
| 15 | —Calatlantic Group (CAA) | 2,138,620 | $72.7B | 1.23% | |
| 16 | ACMAECOM (ACM) | 1,694,347 | $61.6B | 1.04% | |
| 17 | TPHTri Pointe Group, Inc. (TPH) | 5,157,807 | $59.2B | 1.00% | |
| 18 | MMM3M Company (MMM) | 50,000 | $8.9B | 0.15% | |
| 19 | PXGBXPraxair Inc. (PX) | 66,441 | $7.8B | 0.13% | |
| 20 | —Canam Group, Inc. (CNMGF) | 204,100 | $1.3B | 0.02% | |
| 21 | STRLSterling Construction Company (STRL) | 84,623 | $716.0M | 0.01% | |
| 22 | AG8Agilent Technologies, Inc. (A) | 10,700 | $487.0M | 0.01% | |
| 23 | AMTTD Ameritrade (AMTD) | 6,840 | $298.0M | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $211.0M | 0.00% |