13F Filings/GREENHAVEN ASSOCIATES INC

GREENHAVEN ASSOCIATES INC

Institutional ManagerCIK0000846222LocationPURCHASE, NY 10577, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed28 Jul 2026
Firm profile · Form ADV
SEC adviser registration
CRD
104729 · 801-31678
Portfolio Turnover
12%
Of book traded, QoQ
Positions
28
Long U.S. equities
Top 10 Concentration
79%
Of reported value
QoQ Change
$2.6B
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$11.7B
Form ADV, as of Feb 2026
● 100% discretionary ($11.7B)
By client type
High-net-worth individuals: $8.4B (72.2%) · 100 clients
High-net-worth individuals
$8.4B · 72%
Charitable organizations: $2.5B (21.0%) · 27 clients
Charitable organizations
$2.5B · 21%
Corporations: $563M (4.8%) · 2 clients
Corporations
$563M · 5%
Pension & profit-sharing plans: $221M (1.9%) · 3 clients
13F AUM over time
$8.7B
Q2 ’26 · 13F AUM
▲ 131%
53 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightLENLennar Corporation - A (LEN) · 11.8% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
Lennar Corporation - A (LEN)
LEN· Consumer Discretionary
11.32MSH$1.0B~$90.49$87.02▼3.8%11.8%▲ 6.4%Added
General Motors Co (GM)
12.87MSH$992.3M~$77.08——11.5%▲ 2.8%Added
Toll Brothers, Inc. (TOL)
TOL· Consumer Discretionary
5.63MSH$927.6M~$164.75$147.09▼10.7%10.7%▼ 0.3%Reduced
Becton Dickinson & Co (BDX)
BDX· Health Care
5.68MSH$859.8M~$151.33$192.00▲26.9%9.9%NewNew
PulteGroup Inc. (PHM)
PHM· Consumer Discretionary
5.46MSH$748.6M~$137.21$129.00▼6.0%8.6%▼ 0.7%Reduced
D R Horton, Inc. (DHI)
DHI· Consumer Discretionary
3.51MSH$571.0M~$162.88$148.35▼8.9%6.6%▲ 1.1%Added
Icon Plc (ICLR)
3.10MSH$538.6M~$173.71——6.2%▲ 54.8%Added
Accenture Plc (ACN)
3.38MSH$421.2M~$124.44——4.9%NewNew
Oshkosh Corp (OSK)
OSK· Industrials
2.56MSH$392.7M~$153.48$157.09▲2.4%4.5%▲ 1.1%Added
Arrow Electronics Inc (ARW)
ARW· Information Technology
1.76MSH$376.5M~$213.41$210.85▼1.2%4.3%▼ 6.9%Reduced
LENLennar Corporation - A (LEN)Added
$1.0B· 11.8%· 11.32M SH· ▲ 6.4%· cost $90.49· last $87.02· ▼3.8%
Consumer Discretionary · COMMON · SOLE
General Motors Co (GM)Added
$992.3M· 11.5%· 12.87M SH· ▲ 2.8%· cost $77.08
COMMON · SOLE
TOLToll Brothers, Inc. (TOL)Reduced
$927.6M· 10.7%· 5.63M SH· ▼ 0.3%· cost $164.75· last $147.09· ▼10.7%
Consumer Discretionary · COMMON · SOLE
BDXBecton Dickinson & Co (BDX)New
$859.8M· 9.9%· 5.68M SH· New· cost $151.33· last $192.00· ▲26.9%
Health Care · COMMON · SOLE
PHMPulteGroup Inc. (PHM)Reduced
$748.6M· 8.6%· 5.46M SH· ▼ 0.7%· cost $137.21· last $129.00· ▼6.0%
Consumer Discretionary · COMMON · SOLE
DHID R Horton, Inc. (DHI)Added
$571.0M· 6.6%· 3.51M SH· ▲ 1.1%· cost $162.88· last $148.35· ▼8.9%
Consumer Discretionary · COMMON · SOLE
Icon Plc (ICLR)Added
$538.6M· 6.2%· 3.10M SH· ▲ 54.8%· cost $173.71
COMMON · SOLE
Accenture Plc (ACN)New
$421.2M· 4.9%· 3.38M SH· New· cost $124.44
COMMON · SOLE
OSKOshkosh Corp (OSK)Added
$392.7M· 4.5%· 2.56M SH· ▲ 1.1%· cost $153.48· last $157.09· ▲2.4%
Industrials · COMMON · SOLE
ARWArrow Electronics Inc (ARW)Reduced
$376.5M· 4.3%· 1.76M SH· ▼ 6.9%· cost $213.41· last $210.85· ▼1.2%
Information Technology · COMMON · SOLE
1–10 of 28
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Sector Breakdown
Q2 2026
Consumer Discretionary41.7% · $3.6B
Unclassified23.1% · $2.0B
Health Care18.0% · $1.6B
Information Technology8.8% · $758.2M
Industrials5.2% · $449.6M
Energy3.2% · $281.0M
Financials0.0% · $2.0M
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