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 PHM
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,514,989 | 5,497,109 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $648,967,027 | 5,534,428 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $735,941,373 | 5,569,828 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $588,511,936 | 5,580,428 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $574,377,318 | 5,587,328 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $802,788,981 | 5,593,179 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $613,951,510 | 5,576,308 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $684,014,067 | 5,670,818 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $591,075,704 | 5,726,368 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $422,234,432 | 5,702,018 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $449,250,628 | 5,783,350 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $328,605,369 | 5,638,390 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $256,060,264 | 5,623,990 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $198,949,125 | 5,305,310 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $168,139,786 | 4,242,740 | Shares | Sole | 2022-08-01 | |
| 2021-03-31 | $52,898,535 | 1,008,744 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $82,322,116 | 1,909,140 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $94,707,256 | 2,045,955 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $178,665,871 | 5,250,246 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $74,520,743 | 3,338,743 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||