GREENHAVEN ASSOCIATES INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| General Motors Co (GM) | 23,654,358 | 23,064,358 | -590,000 | 1,164,030,957 | 1,406,233,907 | 21.39% | +242,202,950 |
| Avantor Inc (AVTR)(AVTR) | 0 | 18,311,570 | +18,311,570 | 0 | 228,528,394 | 3.48% | +228,528,394 |
| Lennar Corporation - A (LEN)(LEN) | 9,493,585 | 9,653,394 | +159,809 | 1,050,085,437 | 1,216,713,780 | 18.50% | +166,628,343 |
| PulteGroup Inc. (PHM)(PHM) | 5,580,428 | 5,569,828 | -10,600 | 588,511,937 | 735,941,374 | 11.19% | +147,429,437 |
| Baxter International Inc (BAX) | 0 | 6,288,349 | +6,288,349 | 0 | 143,185,707 | 2.18% | +143,185,707 |
| D R Horton, Inc. (DHI)(DHI) | 3,681,063 | 3,637,763 | -43,300 | 474,562,642 | 616,491,696 | 9.38% | +141,929,054 |
| Toll Brothers, Inc. (TOL)(TOL) | 5,601,916 | 5,580,969 | -20,947 | 639,346,673 | 770,955,058 | 11.72% | +131,608,385 |
| Vanguard 0-3M T-Bill ETF (VBIL) | 0 | 500,000 | +500,000 | 0 | 37,807,500 | 0.57% | +37,807,500 |
| Oshkosh Corp (OSK)(OSK) | 2,554,406 | 2,526,606 | -27,800 | 290,027,257 | 327,700,798 | 4.98% | +37,673,541 |
| NOV INC (NOV)(NOV) | 4,982,516 | 5,747,682 | +765,166 | 61,932,674 | 76,156,787 | 1.16% | +14,224,113 |
| Terex Corp (TEX)(TEX) | 1,499,933 | 1,477,733 | -22,200 | 70,031,872 | 75,807,703 | 1.15% | +5,775,831 |
| Lear Corporation (LEA)(LEA) | 1,841,647 | 1,795,824 | -45,823 | 174,919,632 | 180,677,853 | 2.75% | +5,758,221 |
| Lennar Corporation - B SHS (LEN/B) | 364,059 | 364,059 | 0 | 38,317,210 | 43,683,439 | 0.66% | +5,366,229 |
| Meritage Homes Corp (MTH)(MTH) | 1,491,955 | 1,452,954 | -39,001 | 99,916,226 | 105,237,458 | 1.60% | +5,321,232 |
| CRH PLC (CRH) | 26,937 | 25,000 | -1,937 | 2,472,817 | 2,997,500 | 0.05% | +524,683 |
| Icon PLC (ICLR)(ICLR) | 17,633 | 17,409 | -224 | 2,564,720 | 3,046,575 | 0.05% | +481,855 |
| Agilent Technologies, Inc. (A)(A) | 10,700 | 10,700 | 0 | 1,262,707 | 1,373,345 | 0.02% | +110,638 |
| Union Pacific Corp (UNP)(UNP) | 2,032 | 2,032 | 0 | 467,523 | 480,304 | 0.01% | +12,781 |
| Stellantis NV (STLA)(STLA) | 36,000 | 36,000 | 0 | 361,080 | 336,240 | 0.01% | -24,840 |
| Genpact LTD (G) | 11,018 | 10,000 | -1,018 | 484,902 | 418,900 | 0.01% | -66,002 |
| J P Morgan Chase (JPM)(JPM) | 5,000 | 4,000 | -1,000 | 1,449,550 | 1,261,720 | 0.02% | -187,830 |
| Charles Schwab Corporation (SCHW)(SCHW) | 20,000 | 15,000 | -5,000 | 1,824,800 | 1,432,050 | 0.02% | -392,750 |
| Goldman Sachs (GS)(GS) | 2,500 | 1,000 | -1,500 | 1,769,375 | 796,350 | 0.01% | -973,025 |
| Morgan Stanley (MS)(MS) | 10,000 | 0 | -10,000 | 1,408,600 | 0 | — | -1,408,600 |
| Avnet Inc (AVT) | 3,962,937 | 3,928,937 | -34,000 | 210,352,696 | 205,404,826 | 3.12% | -4,947,870 |
| Arrow Electronics Inc (ARW) | 1,912,699 | 1,898,399 | -14,300 | 243,735,234 | 229,706,279 | 3.49% | -14,028,955 |
| Millrose Properties (MRP)(MRP) | 7,887,516 | 4,601,273 | -3,286,243 | 224,873,081 | 154,648,786 | 2.35% | -70,224,295 |
| Citigroup Inc (C)(C) | 16,175,563 | 83,273 | -16,092,290 | 1,376,863,923 | 8,452,210 | 0.13% | -1,368,411,713 |