GI

Greenhaven Associates Inc

CIK: 846222

Portfolio Value

$6.17B

Total Holdings

29

Report Period

Dec 2025

Top 10 Holdings

GM
20.0%
LEN
17.4%
TOL
12.3%
PHM
10.5%
DHI
8.1%
OSK
5.1%
AVTR
3.8%
ARW
3.4%
BAX
3.3%
LEA
3.3%
Others
12.7%
Showing top 10 of 30 total holdings

Holdings (30)

Latest 13F positions

GM
General Motors Co (GM)
15.18M$1.23B20.0%
-34%
LE
Lennar Corporation - A (LEN)
10.46M$1.07B17.4%
+4%
TO
Toll Brothers, Inc. (TOL)
5.60M$757.66M12.3%
-
PH
PulteGroup Inc. (PHM)
5.53M$648.97M10.5%
-1%
DH
D R Horton, Inc. (DHI)
3.48M$501.82M8.1%
-4%
OS
Oshkosh Corp (OSK)
2.52M$316.75M5.1%
-
AV
Avantor Inc (AVTR)
20.50M$234.94M3.8%
+12%
AR
Arrow Electronics Inc (ARW)
1.90M$209.34M3.4%
-
BA
Baxter International Inc (BAX)
10.69M$204.35M3.3%
+70%
LE
Lear Corporation (LEA)
1.78M$203.53M3.3%
-1%
AV
Avnet Inc (AVT)
3.93M$188.90M3.1%
-
SL
4.66M$178.88M2.9%
+100%
MR
Millrose Properties (MRP)
4.60M$137.30M2.2%
-
MT
Meritage Homes Corp (MTH)
1.47M$96.42M1.6%
+1%
NO
5.75M$89.80M1.5%
-
MM
Vanguard 0-3M T-Bill ETF (VBIL)
772.7K$58.29M0.9%
+55%
TF
Teleflex Inc (TFX)
122.1K$14.90M0.2%
+100%
C
Citigroup Inc (C)
33.3K$3.88M0.1%
-60%
IC
Icon PLC (ICLR)
17.4K$3.17M0.1%
-
RH
Robert Half Inc (RHI)
104.7K$2.84M0.0%
+100%