GREENHAVEN ASSOCIATES INC
Top Portfolio Positions
24 positions ·
$5,017,247,778 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
10,632,131 | $923,294,256 | 18.40% | |
| TOL |
Toll Brothers, Inc.
Consumer Cyclical
|
5,645,309 | $770,415,319 | 15.36% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
5,497,109 | $646,514,989 | 12.89% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
3,466,920 | $475,730,762 | 9.48% | |
| OSK |
Oshkosh Corp
Industrials
|
2,531,005 | $372,589,246 | 7.43% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
1,895,860 | $271,885,282 | 5.42% | |
| AVT |
Avnet Inc
Technology
|
3,920,512 | $241,581,949 | 4.82% | |
| BAX |
Baxter International Inc
Healthcare
|
14,307,688 | $240,369,158 | 4.79% | |
| SLB |
Slb Limited/Nv
Energy
|
4,664,577 | $239,712,612 | 4.78% | |
| ICLR |
Icon PLC
Healthcare
|
2,002,411 | $221,586,801 | 4.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,730,762 | 3,466,920 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $501,821,548 | 3,484,146 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $616,491,695 | 3,637,763 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $474,562,641 | 3,681,063 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $467,172,620 | 3,674,763 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $513,357,938 | 3,671,563 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $700,413,008 | 3,671,505 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $517,198,020 | 3,669,893 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $590,404,248 | 3,587,993 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $539,217,137 | 3,547,948 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $377,604,657 | 3,513,582 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $437,407,646 | 3,594,442 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $356,766,126 | 3,652,023 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $335,346,730 | 3,762,023 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $254,603,407 | 3,780,303 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $251,755,783 | 3,803,532 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $54,346,476 | 729,385 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $79,958,558 | 737,285 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $63,980,521 | 761,945 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $70,122,149 | 775,945 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $96,021,809 | 1,077,444 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $228,541,476 | 3,316,040 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $265,171,712 | 3,506,171 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $441,742,203 | 7,966,496 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $278,488,696 | 8,190,844 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||