GREENHAVEN ASSOCIATES INC Q4 2022 Filing
Filed January 10, 2023
Portfolio Value
$5.6B
Holdings
32
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,264,265 | $838.4T | 14884522.58% | |
| 2 | GSGoldman Sachs (GS) | 2,180,876 | $748.9T | 13294785.35% | |
| 3 | JPMJ P Morgan Chase (JPM) | 4,795,784 | $643.1T | 11417308.93% | |
| 4 | GMGeneral Motors Co (GM) | 15,319,003 | $515.3T | 9148751.86% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,708,575 | $383.2T | 6802207.57% | |
| 6 | WRKUSDWestrock CO (WRK) | 9,934,524 | $349.3T | 6201136.49% | |
| 7 | TRVCCitigroup Inc (C) | 7,682,300 | $347.5T | 6168693.76% | |
| 8 | DHID R Horton, Inc. (DHI) | 3,762,023 | $335.3T | 5953459.95% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,354,869 | $267.3T | 4745683.68% | |
| 10 | PHMPulteGroup Inc. (PHM) | 5,623,990 | $256.1T | 4545875.64% | |
| 11 | IPInternational Paper Co (IP) | 6,081,825 | $210.6T | 3739054.30% | |
| 12 | OSKOshkosh Corp (OSK) | 1,737,674 | $153.2T | 2720589.43% | |
| 13 | LEALear Corporation (LEA) | 1,035,050 | $128.4T | 2278916.52% | |
| 14 | SWKStanley Black & Decker INC (SWK) | 1,289,757 | $96.9T | 1720041.14% | |
| 15 | MTHMeritage Homes Corp (MTH) | 819,751 | $75.6T | 1341801.38% | |
| 16 | RHCRH PLC - Sponsored ADR (CRH) | 1,808,045 | $71.9T | 1277198.90% | |
| 17 | AVTAvnet Inc (AVT) | 1,340,170 | $55.7T | 989281.16% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 579,464 | $43.3T | 769285.03% | |
| 19 | BACBank of America Corp (BAC) | 1,254,500 | $41.5T | 737626.23% | |
| 20 | GILGildan Activewear Inc (GIL) | 1,123,600 | $30.8T | 546559.76% | |
| 21 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $14.8T | 262632.96% | |
| 22 | SH1USDProshares Short S&P500 (SH) | 695,000 | $11.1T | 197785.15% | |
| 23 | ALVAutoliv Inc. (ALV) | 78,040 | $6.0T | 106098.19% | |
| 24 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 66,559 | $2.1T | 37339.56% | |
| 25 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.7T | 29562.54% | |
| 26 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.6T | 28427.32% | |
| 27 | BILSPDR Bloomberg 1-3 Month T-B (BIL) | 11,655 | $1.1T | 18926.33% | |
| 28 | DWDMorgan Stanley (MS) | 10,000 | $850.2B | 15093.73% | |
| 29 | UNPUnion Pacific Corp (UNP) | 2,032 | $420.8B | 7469.92% | |
| 30 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $309.2B | 5489.43% | |
| 31 | MMM3M Company (MMM) | 2,368 | $284.0B | 5041.38% | |
| 32 | FTITechnipfmc PLC (FTI) | 15,500 | $188.9B | 3354.37% |