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 LEN
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $923,294,256 | 10,632,131 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,037,678,311 | 10,094,147 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,216,713,779 | 9,653,394 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,050,085,436 | 9,493,585 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,083,518,034 | 9,439,955 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $1,209,868,743 | 9,164,735 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,649,240,656 | 9,087,186 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,301,755,579 | 8,972,532 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,487,295,522 | 8,933,457 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,304,671,491 | 9,042,711 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $975,873,856 | 8,982,250 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $1,099,798,682 | 9,066,250 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $926,086,252 | 9,101,388 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $811,632,065 | 9,264,265 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $672,593,394 | 9,319,777 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $636,753,790 | 9,320,767 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $586,939,544 | 7,469,610 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $809,105,953 | 7,195,302 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $635,073,549 | 7,002,894 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $675,396,114 | 7,022,487 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $688,444,357 | 7,025,222 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $556,696,311 | 7,543,842 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $599,950,913 | 7,587,525 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $564,296,866 | 9,459,894 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $356,143,724 | 9,630,790 | Shares | Sole | 2020-05-07 | |
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