GREENHAVEN ASSOCIATES INC Q4 2018 Filing

Filed January 14, 2019

Portfolio Value

$5.2B

Holdings

23

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (23 positions)

#StockSharesValue% PortfolioType
1
GMGeneral Motors Co (GM)
20,391,537$682.1B13149.95%
2
TRVCCitigroup (C)
12,231,251$636.8B12275.89%
3
GSGoldman Sachs (GS)
3,352,927$560.1B10798.12%
4
EADSYAirbus Group NV (EADSY)
23,129,156$550.0B10603.50%
5
JPMJ P Morgan Chase (JPM)
5,052,884$493.3B9509.48%
6
FDXFedEx Corp (FDX)
2,729,517$440.4B8489.44%
7
LENLennar Corporation - A (LEN)
9,351,491$366.1B7058.15%
8
WHRWhirlpool Corp (WHR)
2,833,882$302.9B5838.69%
9
DHID R Horton, Inc. (DHI)
8,618,221$298.7B5758.71%
10
FFord Motor Co (F)
32,790,648$250.8B4836.03%
11
PHMPulteGroup (PHM)
6,896,895$179.3B3455.71%
12
TOLToll Brothers, Inc. (TOL)
4,375,225$144.1B2777.60%
13
PWRQuanta Services Inc (PWR)
2,730,550$82.2B1584.52%
14
TPHTri Pointe Group, Inc. (TPH)
4,920,299$53.8B1036.79%
15
TMHCTaylor Morrison Home Corp (TMHC)
2,798,238$44.5B857.75%
16
ACMAECOM (ACM)
1,644,689$43.6B840.24%
17
ADNTAdient PLC (ADNT)
1,792,648$27.0B520.47%
18
LENLennar Corporation - B SHS (LEN/B)
574,989$18.0B347.29%
19
MMM3M Company (MMM)
50,000$9.5B183.67%
20
MTHMeritage Homes Corp (MTH)
73,325$2.7B51.90%
21
AG8Agilent Technologies, Inc. (A)
10,700$722.0M13.92%
22
AMTTD Ameritrade (AMTD)
7,170$351.0M6.77%
23
UNPUnion Pacific Corp (UNP)
2,032$281.0M5.42%