GREENHAVEN ASSOCIATES INC Q4 2023 Filing
Filed January 9, 2024
Portfolio Value
$9379.4T
Holdings
27
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,042,711 | $1347.7T | 14.37% | |
| 2 | GSGoldman Sachs (GS) | 2,330,477 | $899.0T | 9.59% | |
| 3 | TRVCCitigroup Inc (C) | 16,113,305 | $828.9T | 8.84% | |
| 4 | GMGeneral Motors Co (GM) | 23,038,258 | $827.5T | 8.82% | |
| 5 | JPMJ P Morgan Chase (JPM) | 4,723,504 | $803.5T | 8.57% | |
| 6 | RHCRH PLC (CRH) | 11,141,937 | $770.6T | 8.22% | |
| 7 | PHMPulteGroup Inc. (PHM) | 5,726,368 | $591.1T | 6.30% | |
| 8 | TOLToll Brothers, Inc. (TOL) | 5,544,987 | $570.0T | 6.08% | |
| 9 | WRKUSDWestrock CO (WRK) | 13,410,621 | $556.8T | 5.94% | |
| 10 | DHID R Horton, Inc. (DHI) | 3,547,948 | $539.2T | 5.75% | |
| 11 | IPInternational Paper Co (IP) | 9,835,395 | $355.5T | 3.79% | |
| 12 | OSKOshkosh Corp (OSK) | 2,469,789 | $267.7T | 2.85% | |
| 13 | LEALear Corporation (LEA) | 1,792,860 | $253.2T | 2.70% | |
| 14 | ARWArrow Electronics Inc (ARW) | 1,826,528 | $223.3T | 2.38% | |
| 15 | AVTAvnet Inc (AVT) | 3,834,799 | $193.3T | 2.06% | |
| 16 | MTHMeritage Homes Corp (MTH) | 826,791 | $144.0T | 1.54% | |
| 17 | TEXTerex Corp (TEX) | 1,456,700 | $83.7T | 0.89% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 569,409 | $76.3T | 0.81% | |
| 19 | NOVNOV INC (NOV) | 1,590,400 | $32.3T | 0.34% | |
| 20 | GGenpact LTD (G) | 302,805 | $10.5T | 0.11% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.5T | 0.02% | |
| 22 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.4T | 0.01% | |
| 23 | DWDMorgan Stanley (MS) | 10,000 | $932.5B | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $499.1B | 0.01% | |
| 25 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $357.0B | 0.00% | |
| 26 | FTITechnipfmc PLC (FTI) | 15,500 | $312.2B | 0.00% | |
| 27 | MMM3M Company (MMM) | 2,368 | $258.9B | 0.00% |