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 |
|---|---|---|---|---|
| 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
Holdings in LEA
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,517,438 | 1,697,369 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $203,533,954 | 1,776,038 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $180,677,852 | 1,795,824 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $174,919,632 | 1,841,647 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $162,628,894 | 1,843,447 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $174,460,790 | 1,842,247 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $198,614,360 | 1,819,646 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $207,505,864 | 1,816,880 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $260,647,812 | 1,799,060 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $253,169,760 | 1,792,860 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $240,195,186 | 1,789,830 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $259,686,256 | 1,809,030 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $241,115,439 | 1,728,550 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $128,366,901 | 1,035,050 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $118,756,896 | 992,204 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $96,961,736 | 770,210 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,432,702 | 150,310 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,590,689 | 150,810 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $23,817,820 | 152,210 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $26,679,368 | 152,210 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $93,021,306 | 513,221 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $81,617,535 | 513,221 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $56,152,135 | 514,921 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $31,747,823 | 291,211 | Shares | Sole | 2020-07-31 | |
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