GI
Greenhaven Associates Inc
CIK: 846222
Latest Filing
Filed: January 7, 2026
Portfolio Value
$6.17B
Total Holdings
29
Report Period
Dec 2025
Top 10 Holdings
Showing top 10 of 30 total holdings
Holdings (30)
Latest 13F positions
GM General Motors Co (GM) | 15.18M | $1.23B | 20.0% | -34% |
LE Lennar Corporation - A (LEN) | 10.46M | $1.07B | 17.4% | +4% |
TO Toll Brothers, Inc. (TOL) | 5.60M | $757.66M | 12.3% | - |
PH PulteGroup Inc. (PHM) | 5.53M | $648.97M | 10.5% | -1% |
DH D R Horton, Inc. (DHI) | 3.48M | $501.82M | 8.1% | -4% |
OS Oshkosh Corp (OSK) | 2.52M | $316.75M | 5.1% | - |
AV Avantor Inc (AVTR) | 20.50M | $234.94M | 3.8% | +12% |
AR Arrow Electronics Inc (ARW) | 1.90M | $209.34M | 3.4% | - |
BA Baxter International Inc (BAX) | 10.69M | $204.35M | 3.3% | +70% |
LE Lear Corporation (LEA) | 1.78M | $203.53M | 3.3% | -1% |
AV Avnet Inc (AVT) | 3.93M | $188.90M | 3.1% | - |
SL SLB LTD (SLB) | 4.66M | $178.88M | 2.9% | +100% |
MR Millrose Properties (MRP) | 4.60M | $137.30M | 2.2% | - |
MT Meritage Homes Corp (MTH) | 1.47M | $96.42M | 1.6% | +1% |
NO NOV INC (NOV) | 5.75M | $89.80M | 1.5% | - |
MM Vanguard 0-3M T-Bill ETF (VBIL) | 772.7K | $58.29M | 0.9% | +55% |
TF Teleflex Inc (TFX) | 122.1K | $14.90M | 0.2% | +100% |
C Citigroup Inc (C) | 33.3K | $3.88M | 0.1% | -60% |
IC Icon PLC (ICLR) | 17.4K | $3.17M | 0.1% | - |
RH Robert Half Inc (RHI) | 104.7K | $2.84M | 0.0% | +100% |