Greenhaven Associates

Latest statistics and disclosures from Greenhaven Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LEN, General Motors, TOL, BDX, PHM, and represent 52.56% of Greenhaven Associates's stock portfolio.
  • Added to shares of these 10 stocks: BDX (+$860M), ACN (+$421M), ICLR (+$191M), IQV (+$148M), LEN (+$62M), EPAM (+$47M), DNOW (+$46M), General Motors (+$27M), AVTR (+$20M), DHI (+$6.3M).
  • Started 4 new stock positions in BDX, ACN, IQV, EPAM.
  • Reduced shares in these 10 stocks: VBIL (-$40M), SLB (-$40M), LEA (-$32M), ARW (-$28M), TMHC (-$16M), MTH (-$13M), AVT (-$13M), PHM (-$5.6M), TOL, NOV.
  • Sold out of its positions in TMHC, TEX, STLA.
  • Greenhaven Associates was a net buyer of stock by $1.6B.
  • Greenhaven Associates has $8.7B in assets under management (AUM), dropping by 42.64%.
  • Central Index Key (CIK): 0000846222

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Portfolio Holdings for Greenhaven Associates

Greenhaven Associates holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lennar Corporation - A Common (LEN) 11.8 $1.0B +6% 11M 90.49
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General Motors Common 11.5 $992M +2% 13M 77.08
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Toll Brothers Common (TOL) 10.7 $928M 5.6M 164.75
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Becton Dickinson & Co Common (BDX) 9.9 $860M NEW 5.7M 151.33
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PulteGroup Common (PHM) 8.6 $749M 5.5M 137.21
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D R Horton Common (DHI) 6.6 $571M 3.5M 162.88
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Icon Common (ICLR) 6.2 $539M +54% 3.1M 173.71
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Accenture Common (ACN) 4.9 $421M NEW 3.4M 124.44
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Oshkosh Corp Common (OSK) 4.5 $393M 2.6M 153.48
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Arrow Electronics Common (ARW) 4.3 $377M -6% 1.8M 213.41
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Avnet Common (AVT) 3.9 $335M -3% 3.8M 88.82
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Baxter International Common (BAX) 3.5 $305M 14M 21.32
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Avantor Common (AVTR) 2.8 $244M +9% 25M 9.90
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Lear Corporation Common (LEA) 2.3 $195M -14% 1.5M 134.06
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SLB Common (SLB) 2.0 $177M -18% 3.8M 46.49
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Iqvia Hldgs Common (IQV) 1.7 $148M NEW 768k 193.22
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Meritage Homes Corp Common (MTH) 1.3 $109M -10% 1.3M 83.85
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Nov Common (NOV) 1.2 $104M -2% 5.6M 18.55
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Dnow Common (DNOW) 0.7 $56M +426% 4.3M 12.97
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Vanguard 0-3M T-Bill ETF Etf (VBIL) 0.6 $50M -44% 662k 75.68
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Epam Sys Common (EPAM) 0.5 $47M NEW 587k 79.35
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Lennar Corporation - B Common (LEN.B) 0.4 $32M 364k 88.71
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CRH Common (CRH) 0.0 $1.9M 18k 107.00
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Agilent Technologies Common (A) 0.0 $1.4M 11k 132.83
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Charles Schwab Corporation Common (SCHW) 0.0 $1.2M 13k 92.27
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J P Morgan Chase Common (JPM) 0.0 $818k -37% 2.5k 327.33
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Union Pacific Corp Common (UNP) 0.0 $553k 2.0k 272.00
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Genpact Common (G) 0.0 $275k 10k 27.50
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Past Filings by Greenhaven Associates

SEC 13F filings are viewable for Greenhaven Associates going back to 2011

View all past filings