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 TMHC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,760,209 | 270,608 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2,796,325 | 47,500 | Shares | Sole | 2026-01-07 | |
| 2020-06-30 | $755,840 | 39,183 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $483,813 | 43,983 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||