GREENHAVEN ASSOCIATES INC Q4 2025 Filing
Filed January 7, 2026
Portfolio Value
$6.2B
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GMGeneral Motors Co (GM) | 15,178,957 | $1.2B | 20.01% | |
| 2 | LENLennar Corporation - A (LEN) | 10,094,147 | $1.0B | 16.82% | |
| 3 | TOLToll Brothers, Inc. (TOL) | 5,603,187 | $757.7M | 12.28% | |
| 4 | PHMPulteGroup Inc. (PHM) | 5,534,428 | $649.0M | 10.52% | |
| 5 | DHID R Horton, Inc. (DHI) | 3,484,146 | $501.8M | 8.13% | |
| 6 | OSKOshkosh Corp (OSK) | 2,521,296 | $316.8M | 5.13% | |
| 7 | AVTRAvantor Inc (AVTR) | 20,500,653 | $234.9M | 3.81% | |
| 8 | ARWArrow Electronics Inc (ARW) | 1,899,971 | $209.3M | 3.39% | |
| 9 | BAXBaxter International Inc (BAX) | 10,693,223 | $204.3M | 3.31% | |
| 10 | LEALear Corporation (LEA) | 1,776,038 | $203.5M | 3.30% | |
| 11 | AVTAvnet Inc (AVT) | 3,928,866 | $188.9M | 3.06% | |
| 12 | SLBSLB LTD (SLB) | 4,660,827 | $178.9M | 2.90% | |
| 13 | MRPMillrose Properties (MRP) | 4,596,584 | $137.3M | 2.23% | |
| 14 | MTHMeritage Homes Corp (MTH) | 1,465,340 | $96.4M | 1.56% | |
| 15 | NOVNOV INC (NOV) | 5,745,138 | $89.8M | 1.46% | |
| 16 | VBILVanguard 0-3M T-Bill ETF (VBIL) | 772,725 | $58.3M | 0.94% | |
| 17 | LENLennar Corporation - B SHS (LEN/B) | 364,059 | $34.6M | 0.56% | |
| 18 | TFXTeleflex Inc (TFX) | 122,079 | $14.9M | 0.24% | |
| 19 | TRVCCitigroup Inc (C) | 33,260 | $3.9M | 0.06% | |
| 20 | ICLRIcon PLC (ICLR) | 17,394 | $3.2M | 0.05% | |
| 21 | RHIRobert Half Inc (RHI) | 104,700 | $2.8M | 0.05% | |
| 22 | TMHCTaylor Morrison Home Corp (TMHC) | 47,500 | $2.8M | 0.05% | |
| 23 | RHCRH PLC (CRH) | 20,000 | $2.5M | 0.04% | |
| 24 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.5M | 0.02% | |
| 25 | JPMJ P Morgan Chase (JPM) | 4,000 | $1.3M | 0.02% | |
| 26 | SCHWCharles Schwab Corporation (SCHW) | 12,500 | $1.2M | 0.02% | |
| 27 | TEXTerex Corp (TEX) | 19,422 | $1.0M | 0.02% | |
| 28 | UNPUnion Pacific Corp (UNP) | 2,032 | $470K | 0.01% | |
| 29 | GGenpact LTD (G) | 10,000 | $467K | 0.01% | |
| 30 | STLAStellantis NV (STLA) | 36,000 | $392K | 0.01% |