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Q2 2026 13F filing
Updated 44 days ago28 disclosed positions worth $8.7B
Portfolio value
$8.7B
Total holdings
28
New positions
4
Closed positions
3
Increased
7
Decreased
11
Turnover
25.0%
Filed
2026-07-28
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LEN-B Lennar Corporation - A (LEN) | $1B | 11.32M | 11.82% | Added(+6.4%) |
| 2 | ? N/A General Motors Co (GM) | $992.3M | 12.87M | 11.46% | Added(+2.8%) |
| 3 | T TOL Toll Brothers, Inc. (TOL) | $927.6M | 5.63M | 10.71% | Trimmed(-0.3%) |
| 4 | B BDX Becton Dickinson & Co (BDX) | $859.8M | 5.68M | 9.93% | — |
| 5 | P PHM PulteGroup Inc. (PHM) | $748.6M | 5.46M | 8.64% | Trimmed(-0.8%) |
| 6 | ? N/A D R Horton, Inc. (DHI) | $571M | 3.51M | 6.59% | Added(+1.1%) |
| 7 | I ICLR Icon Plc (ICLR) | $538.6M | 3.10M | 6.22% | Added(+54.8%) |
| 8 | A ACN Accenture Plc (ACN) | $421.2M | 3.38M | 4.86% | — |
| 9 | O OSK Oshkosh Corp (OSK) | $392.7M | 2.56M | 4.53% | Added(+1.1%) |
| 10 | A ARW Arrow Electronics Inc (ARW) | $376.5M | 1.76M | 4.35% | Trimmed(-7.0%) |
| 11 | A AVT Avnet Inc (AVT) | $335.1M | 3.77M | 3.87% | Trimmed(-3.8%) |
| 12 | B BAX Baxter International Inc (BAX) | $304.6M | 14.29M | 3.52% | Trimmed(-0.2%) |
| 13 | A AVTR Avantor Inc (AVTR) | $243.9M | 24.64M | 2.82% | Added(+9.0%) |
| 14 | L LEA Lear Corporation (LEA) | $195.2M | 1.46M | 2.25% | Trimmed(-14.2%) |
| 15 | R RPRX SLB Ltd (SLB) | $176.8M | 3.80M | 2.04% | Trimmed(-18.5%) |
| 16 | I IQV Iqvia Hldgs Inc (IQV) | $148.4M | 768.0K | 1.71% | — |
| 17 | M MTH Meritage Homes Corp (MTH) | $108.8M | 1.30M | 1.26% | Trimmed(-10.8%) |
| 18 | ? N/A Nov Inc (NOV) | $104.3M | 5.62M | 1.20% | Trimmed(-2.3%) |
| 19 | ? N/A Dnow Inc (DNOW) | $56.3M | 4.34M | 0.65% | Added(+426.8%) |
| 20 | V VGES Vanguard 0-3M T-Bill ETF (VBIL) | $50.1M | 662.0K | 0.58% | Trimmed(-44.7%) |
| 21 | ? N/A Epam Sys Inc (EPAM) | $46.6M | 587.3K | 0.54% | — |
| 22 | L LEN-B Lennar Corporation - B SHS (LEN/B) | $32.3M | 364.1K | 0.37% | Unchanged |
| 23 | R RH CRH Plc (CRH) | $1.9M | 17.5K | 0.02% | Unchanged |
| 24 | A A Agilent Technologies, Inc. (A) | $1.4M | 10.7K | 0.02% | Unchanged |
| 25 | S SCHW-PJ Charles Schwab Corporation (SCHW) | $1.2M | 12.5K | 0.01% | Unchanged |
| 26 | J JPM-PM J P Morgan Chase (JPM) | $818K | 2.5K | 0.01% | Trimmed(-37.5%) |
| 27 | U UNP Union Pacific Corp (UNP) | $553K | 2.0K | 0.01% | Unchanged |
| 28 | G G Genpact LTD (G) | $275K | 10.0K | 0.00% | Unchanged |