Greenhaven Associates Inc
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 26
- Portfolio value:
- $6,071,581,000
- Filed:
- Apr 6, 2026
- CIK:
- 846222
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| LENhist | Lennar Corporation - A (LEN) | 15.71 | Add 5.00% | 10,996,190 | $86.75 | $953.92M |
| GMhist | General Motors Co (GM) | 15.37 | Reduce 17.00% | 12,526,135 | $74.50 | $933.20M |
| TOLhist | Toll Brothers, Inc. (TOL) | 12.69 | Add 1.00% | 5,645,309 | $136.47 | $770.41M |
| PHMhist | PulteGroup Inc. (PHM) | 10.65 | Reduce 1.00% | 5,497,109 | $117.61 | $646.51M |
| DHIhist | D R Horton, Inc. (DHI) | 7.84 | — | 3,466,920 | $137.22 | $475.73M |
| OSKhist | Oshkosh Corp (OSK) | 6.14 | — | 2,531,005 | $147.21 | $372.59M |
| ARWhist | Arrow Electronics Inc (ARW) | 4.48 | — | 1,895,860 | $143.41 | $271.88M |
| AVThist | Avnet Inc (AVT) | 3.98 | — | 3,920,512 | $61.62 | $241.58M |
| BAXhist | Baxter International Inc (BAX) | 3.96 | Add 34.00% | 14,307,688 | $16.80 | $240.37M |
| SLBhist | SLB LTD (SLB) | 3.95 | — | 4,664,577 | $51.39 | $239.71M |
| ICLRhist | Icon PLC (ICLR) | 3.65 | Add 11412.00% | 2,002,411 | $110.66 | $221.59M |
| LEAhist | Lear Corporation (LEA) | 3.38 | Reduce 4.00% | 1,697,369 | $121.08 | $205.52M |
| AVTRhist | Avantor Inc (AVTR) | 2.92 | Add 10.00% | 22,593,838 | $7.84 | $177.14M |
| NOVhist | NOV INC (NOV) | 1.78 | — | 5,751,338 | $18.81 | $108.18M |
| VBILhist | Vanguard 0-3M T-Bill ETF (VBIL) | 1.49 | Add 55.00% | 1,196,425 | $75.65 | $90.51M |
| MTHhist | Meritage Homes Corp (MTH) | 1.48 | Reduce 1.00% | 1,454,849 | $61.84 | $89.97M |
| TMHChist | Taylor Morrison Home Corp (TMHC) | 0.26 | Add 470.00% | 270,608 | $58.24 | $15.76M |
| DNOWhist | DNOW INC (DNOW) | 0.16 | Buy | 824,487 | $11.91 | $9.82M |
| CRHhist | CRH PLC (CRH) | 0.03 | Reduce 12.00% | 17,500 | $105.14 | $1.84M |
| Ahist | Agilent Technologies, Inc. (A) | 0.02 | — | 10,700 | $114.02 | $1.22M |
| JPMhist | J P Morgan Chase (JPM) | 0.02 | — | 4,000 | $294.25 | $1.18M |
| SCHWhist | Charles Schwab Corporation (SCHW) | 0.02 | — | 12,500 | $94.00 | $1.18M |
| TEXhist | Terex Corp (TEX) | 0.01 | Reduce 44.00% | 10,922 | $59.06 | $645K |
| UNPhist | Union Pacific Corp (UNP) | 0.01 | — | 2,032 | $242.62 | $493K |
| Ghist | Genpact LTD (G) | 0.01 | — | 10,000 | $37.30 | $373K |
| STLAhist | Stellantis NV (STLA) | 0.00 | Add 3.00% | 37,000 | $7.08 | $262K |
| MRPhist | Millrose Properties (MRP) | 0.00 | Sell | 0 | — | $0 |
| TFXhist | Teleflex Inc (TFX) | 0.00 | Sell | 0 | — | $0 |
| Chist | Citigroup Inc (C) | 0.00 | Sell | 0 | — | $0 |
| RHIhist | Robert Half Inc (RHI) | 0.00 | Sell | 0 | — | $0 |