Greenhaven Associates Inc

CIK: 846222

Latest Filing

Filed: January 7, 2026

Total Portfolio Value

$6.17B

Total Holdings

30

Report Period

Dec 2025

Accession Number: 0001213900-26-002117
Report Date: December 31, 2025

Top 10 Holdings

General
20.0%
Lennar
16.8%
Toll
12.3%
PulteGroup
10.5%
D
8.1%
Oshkosh
5.1%
Avantor
3.8%
Arrow
3.4%
Baxter
3.3%
Lear
3.3%
Others
13.3%
Showing top 10 of 31 total holdings

Holdings (31)

Latest 13F positions

Ge
N/A
General Motors Co (GM)
15.18M$1.23B20.0%
-34%
Le
N/A
Lennar Corporation - A (LEN)
10.09M$1.04B16.8%
+5%
To
N/A
Toll Brothers, Inc. (TOL)
5.60M$757.66M12.3%
-
Pu
N/A
PulteGroup Inc. (PHM)
5.53M$648.97M10.5%
-1%
D
N/A
D R Horton, Inc. (DHI)
3.48M$501.82M8.1%
-4%
Os
N/A
Oshkosh Corp (OSK)
2.52M$316.75M5.1%
-
Av
N/A
Avantor Inc (AVTR)
20.50M$234.94M3.8%
+12%
Ar
N/A
Arrow Electronics Inc (ARW)
1.90M$209.34M3.4%
-
Ba
N/A
Baxter International Inc (BAX)
10.69M$204.35M3.3%
+70%
Le
N/A
Lear Corporation (LEA)
1.78M$203.53M3.3%
-1%
Av
N/A
Avnet Inc (AVT)
3.93M$188.90M3.1%
-
SL
N/A
SLB LTD (SLB)
4.66M$178.88M2.9%
+100%
Mi
N/A
Millrose Properties (MRP)
4.60M$137.30M2.2%
-
Me
N/A
Meritage Homes Corp (MTH)
1.47M$96.42M1.6%
+1%
NO
N/A
NOV INC (NOV)
5.75M$89.80M1.5%
-
Va
N/A
Vanguard 0-3M T-Bill ETF (VBIL)
772.7K$58.29M0.9%
+55%
Le
N/A
Lennar Corporation - B SHS (LEN/B)
364.1K$34.63M0.6%
-
Te
N/A
Teleflex Inc (TFX)
122.1K$14.90M0.2%
+100%
Ci
N/A
Citigroup Inc (C)
33.3K$3.88M0.1%
-60%
Ic
N/A
Icon PLC (ICLR)
17.4K$3.17M0.1%
-