GREENHAVEN ASSOCIATES INC Q4 2020 Filing
Filed February 3, 2021
Portfolio Value
$5.3T
Holdings
28
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,064,188 | $808.1B | 15.22% | |
| 2 | GMGeneral Motors Co (GM) | 18,388,356 | $765.7B | 14.42% | |
| 3 | DWDMorgan Stanley (MS) | 9,540,545 | $653.8B | 12.31% | |
| 4 | LENLennar Corporation - A (LEN) | 7,543,842 | $575.1B | 10.83% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,782,407 | $502.2B | 9.46% | |
| 6 | DEDeere & Co (DE) | 1,430,372 | $384.8B | 7.25% | |
| 7 | TRVCCitigroup (C) | 4,649,084 | $286.7B | 5.40% | |
| 8 | TOLToll Brothers, Inc. (TOL) | 5,358,107 | $232.9B | 4.39% | |
| 9 | DHID R Horton, Inc. (DHI) | 3,316,040 | $228.5B | 4.30% | |
| 10 | FFord Motor Co (F) | 19,458,550 | $171.0B | 3.22% | |
| 11 | CFCF Industries Holdings, Inc. (CF) | 3,398,261 | $131.5B | 2.48% | |
| 12 | SCHWCharles Schwab Corporation (SCHW) | 1,746,417 | $92.6B | 1.74% | |
| 13 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 395,417 | $91.7B | 1.73% | |
| 14 | PHMPulteGroup (PHM) | 1,909,140 | $82.3B | 1.55% | |
| 15 | LEALear Corporation (LEA) | 513,221 | $81.6B | 1.54% | |
| 16 | —Bunge Ltd (BG) | 1,086,161 | $71.2B | 1.34% | |
| 17 | ADNTAdient PLC (ADNT) | 1,460,196 | $50.8B | 0.96% | |
| 18 | OCOwens Corning, Inc (OC) | 435,496 | $33.0B | 0.62% | |
| 19 | LENLennar Corporation - B SHS (LEN/B) | 455,624 | $27.9B | 0.53% | |
| 20 | PWRQuanta Services Inc (PWR) | 218,595 | $15.7B | 0.30% | |
| 21 | PSQUSDProshares Short QQQ (PSQ) | 814,000 | $11.7B | 0.22% | |
| 22 | ALVAutoliv, Inc. (ALV) | 69,700 | $6.4B | 0.12% | |
| 23 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 34,400 | $1.7B | 0.03% | |
| 24 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.3B | 0.02% | |
| 25 | FDXFedex Corp (FDX) | 2,500 | $649.0M | 0.01% | |
| 26 | JPMJ P Morgan Chase (JPM) | 5,000 | $635.0M | 0.01% | |
| 27 | MMM3M Company (MMM) | 2,500 | $437.0M | 0.01% | |
| 28 | UNPUnion Pacific Corp (UNP) | 2,032 | $423.0M | 0.01% |