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 MTH
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,967,862 | 1,454,849 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $96,419,372 | 1,465,340 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $105,237,458 | 1,452,954 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $99,916,226 | 1,491,955 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $101,668,003 | 1,434,368 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $56,837,489 | 739,013 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $76,323,260 | 744,363 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $62,486,481 | 772,153 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $72,544,375 | 826,905 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $72,013,496 | 826,791 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $49,809,670 | 813,950 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $57,682,731 | 810,891 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $47,314,129 | 810,451 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $37,790,521 | 819,751 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $27,861,527 | 792,985 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $26,627,763 | 734,559 | Shares | Sole | 2022-08-01 | |
| 2020-06-30 | $1,244,562 | 32,700 | Shares | Sole | 2020-07-31 | |
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