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

Based on the provided text, it is not possible to describe the firm's business or investment strategy, as the excerpt contains only biographical and supervisory information regarding Chris A. Wachenheim rather than Item 4 (Advisory Business) or Item 8 (Investment Strategy). The text only notes that Greenhaven Associates is an investment firm whose personnel analyze, purchase, and sell securities.Summarised from the firm’s Form ADV Part 2A brochure.

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
↗
★ 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$81.59▼9.8%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$134.75▼18.2%10.7%▼ 0.3%Reduced
Becton Dickinson & Co (BDX)
BDX· Health Care
5.68MSH$859.8M~$151.33$179.00▲18.3%9.9%NewNew
PulteGroup Inc. (PHM)
PHM· Consumer Discretionary
5.46MSH$748.6M~$137.21$116.06▼15.4%8.6%▼ 0.7%Reduced
D R Horton, Inc. (DHI)
DHI· Consumer Discretionary
3.51MSH$571.0M~$162.88$136.65▼16.1%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$128.82▼16.1%4.5%▲ 1.1%Added
Arrow Electronics Inc (ARW)
ARW· Information Technology
1.76MSH$376.5M~$213.41$227.00▲6.4%4.3%▼ 6.9%Reduced
LENLennar Corporation - A (LEN)Added
$1.0B· 11.8%· 11.32M SH· ▲ 6.4%· cost $90.49· last $81.59· ▼9.8%
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 $134.75· ▼18.2%
Consumer Discretionary · COMMON · SOLE
BDXBecton Dickinson & Co (BDX)New
$859.8M· 9.9%· 5.68M SH· New· cost $151.33· last $179.00· ▲18.3%
Health Care · COMMON · SOLE
PHMPulteGroup Inc. (PHM)Reduced
$748.6M· 8.6%· 5.46M SH· ▼ 0.7%· cost $137.21· last $116.06· ▼15.4%
Consumer Discretionary · COMMON · SOLE
DHID R Horton, Inc. (DHI)Added
$571.0M· 6.6%· 3.51M SH· ▲ 1.1%· cost $162.88· last $136.65· ▼16.1%
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 $128.82· ▼16.1%
Industrials · COMMON · SOLE
ARWArrow Electronics Inc (ARW)Reduced
$376.5M· 4.3%· 1.76M SH· ▼ 6.9%· cost $213.41· last $227.00· ▲6.4%
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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