GREENHAVEN ASSOCIATES INC Q4 2019 Filing
Filed January 10, 2020
Portfolio Value
$4.5T
Holdings
20
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVCCitigroup (C) | 11,914,989 | $951.9B | 21.23% | |
| 2 | GSGoldman Sachs (GS) | 3,290,616 | $756.6B | 16.88% | |
| 3 | GMGeneral Motors Co (GM) | 19,981,145 | $731.3B | 16.31% | |
| 4 | LENLennar Corporation - A (LEN) | 9,097,972 | $507.6B | 11.32% | |
| 5 | DHID R Horton, Inc. (DHI) | 8,113,813 | $428.0B | 9.55% | |
| 6 | WHRWhirlpool Corp (WHR) | 2,758,402 | $406.9B | 9.08% | |
| 7 | FFord Motor Co (F) | 34,190,726 | $318.0B | 7.09% | |
| 8 | TOLToll Brothers, Inc. (TOL) | 3,720,350 | $147.0B | 3.28% | |
| 9 | PWRQuanta Services Inc (PWR) | 1,754,249 | $71.4B | 1.59% | |
| 10 | PHMPulteGroup (PHM) | 1,537,489 | $59.7B | 1.33% | |
| 11 | ADNTAdient PLC (ADNT) | 1,791,001 | $38.1B | 0.85% | |
| 12 | LENLennar Corporation - B SHS (LEN/B) | 573,014 | $25.6B | 0.57% | |
| 13 | TPHTri Pointe Group, Inc. (TPH) | 1,221,742 | $19.0B | 0.42% | |
| 14 | TMHCTaylor Morrison Home Corp (TMHC) | 453,555 | $9.9B | 0.22% | |
| 15 | FDXFedEx Corp (FDX) | 35,200 | $5.3B | 0.12% | |
| 16 | MMM3M Company (MMM) | 25,000 | $4.4B | 0.10% | |
| 17 | AG8Agilent Technologies, Inc. (A) | 10,700 | $913.0M | 0.02% | |
| 18 | JPMJ P Morgan Chase (JPM) | 5,000 | $697.0M | 0.02% | |
| 19 | UNPUnion Pacific Corp (UNP) | 2,032 | $367.0M | 0.01% | |
| 20 | AMTTD Ameritrade (AMTD) | 5,170 | $257.0M | 0.01% |