EdgeMarket › What Greenhaven Associates Inc reported owning
What Greenhaven Associates Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
6.1BPositions
27Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 35045V100 | 933.2M | 15.4% | 12.5M | — | — |
| LEN LENNAR CORP /NEW/ | 923.3M | 15.2% | 10.6M | 87.02 | -33.2% |
| TOL Toll Brothers, Inc. | 770.4M | 12.7% | 5.6M | 147.09 | +11.9% |
| PHM PULTEGROUP INC/MI/ | 646.5M | 10.6% | 5.5M | 129.00 | +1.9% |
| DHI HORTON D R INC /DE/ | 475.7M | 7.8% | 3.5M | 148.35 | -9.2% |
| OSK OSHKOSH CORP | 372.6M | 6.1% | 2.5M | 157.09 | +14.2% |
| ARW ARROW ELECTRONICS, INC. | 271.9M | 4.5% | 1.9M | 210.85 | +68.8% |
| AVT AVNET INC | 241.6M | 4.0% | 3.9M | 88.64 | +66.4% |
| BAX BAXTER INTERNATIONAL INC | 240.4M | 4.0% | 14.3M | 26.34 | +8.5% |
| SLB SLB LIMITED/NV | 239.7M | 3.9% | 4.7M | 53.87 | +61.5% |
| ICLR ICON PLC | 221.6M | 3.6% | 2.0M | 172.23 | -4.4% |
| LEA LEAR CORP | 205.5M | 3.4% | 1.7M | 128.54 | +24.7% |
| AVTR Avantor, Inc. | 177.1M | 2.9% | 22.6M | 14.46 | +12.3% |
| NOV NOV Inc. | 108.2M | 1.8% | 5.8M | 20.42 | +67.5% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 90.5M | 1.5% | 1.2M | 75.66 | +0.2% |
| MTH Meritage Homes CORP | 90.0M | 1.5% | 1.5M | 71.68 | -4.4% |
| unmapped CUSIP 526057302 | 30.6M | 0.5% | 364.1K | — | — |
| TMHC Taylor Morrison Home Corp | 15.8M | 0.3% | 270.6K | — | — |
| DNOW DNOW Inc. | 9.8M | 0.2% | 824.5K | 15.68 | +4.8% |
| CRH CRH PUBLIC LTD CO | 1.8M | 0.0% | 17.5K | 95.07 | -14.2% |
| A AGILENT TECHNOLOGIES, INC. | 1.2M | 0.0% | 10.7K | 159.00 | +33.5% |
| JPM JPMORGAN CHASE & CO | 1.2M | 0.0% | 4.0K | 351.58 | +20.3% |
| SCHW SCHWAB CHARLES CORP | 1.2M | 0.0% | 12.5K | 112.30 | +17.6% |
| TEX TEREX CORP | 645.5K | 0.0% | 10.9K | 66.48 | +33.8% |
| UNP UNION PACIFIC CORP | 493.0K | 0.0% | 2.0K | 308.05 | +36.5% |
| G Genpact LTD | 372.5K | 0.0% | 10.0K | 37.14 | -15.7% |
| STLA Stellantis N.V. | 262.3K | 0.0% | 37.0K | 5.41 | -44.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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