# GREENHAVEN ASSOCIATES INC: Form 13F holdings

An institutional investment manager in Purchase, NY. SEC CIK 846222.

- Quarter ended: 2026-06-30
- Filed: 2026-07-28
- Reported value: $8.66bn
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/846222/000121390026082192/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Lennar Corporation - A (LEN) (LEN)](/companies/len.md) | COMMON | $1.02bn | 11.8% | 11,316,279 |  | Added +684,148 |
| General Motors Co (GM) | COMMON | $992.3m | 11.5% | 12,873,506 |  | Added +347,371 |
| [Toll Brothers, Inc. (TOL) (TOL)](/companies/tol.md) | COMMON | $927.6m | 10.7% | 5,630,109 |  | Reduced −15,200 |
| [Becton Dickinson & Co (BDX) (BDX)](/companies/bdx.md) | COMMON | $859.8m | 9.9% | 5,681,708 |  | New +5,681,708 |
| [PulteGroup Inc. (PHM) (PHM)](/companies/phm.md) | COMMON | $748.6m | 8.6% | 5,455,949 |  | Reduced −41,160 |
| [D R Horton, Inc. (DHI) (DHI)](/companies/dhi.md) | COMMON | $571.0m | 6.6% | 3,505,800 |  | Added +38,880 |
| Icon Plc (ICLR) | COMMON | $538.6m | 6.2% | 3,100,615 |  | Added +1,098,204 |
| Accenture Plc (ACN) | COMMON | $421.2m | 4.9% | 3,384,681 |  | New +3,384,681 |
| [Oshkosh Corp (OSK) (OSK)](/companies/osk.md) | COMMON | $392.7m | 4.5% | 2,558,680 |  | Added +27,675 |
| [Arrow Electronics Inc (ARW) (ARW)](/companies/arw.md) | COMMON | $376.5m | 4.3% | 1,764,153 |  | Reduced −131,707 |
| [Avnet Inc (AVT) (AVT)](/companies/avt.md) | COMMON | $335.1m | 3.9% | 3,772,861 |  | Reduced −147,651 |
| [Baxter International Inc (BAX) (BAX)](/companies/bax.md) | COMMON | $304.6m | 3.5% | 14,285,228 |  | Reduced −22,460 |
| [Avantor Inc (AVTR) (AVTR)](/companies/avtr.md) | COMMON | $243.9m | 2.8% | 24,637,310 |  | Added +2,043,472 |
| [Lear Corporation (LEA) (LEA)](/companies/lea.md) | COMMON | $195.2m | 2.3% | 1,455,933 |  | Reduced −241,436 |
| [SLB Ltd (SLB) (SLB)](/companies/slb.md) | COMMON | $176.8m | 2.0% | 3,802,344 |  | Reduced −862,233 |
| [Iqvia Hldgs Inc (IQV) (IQV)](/companies/iqv.md) | COMMON | $148.4m | 1.7% | 768,045 |  | New +768,045 |
| [Meritage Homes Corp (MTH) (MTH)](/companies/mth.md) | COMMON | $108.8m | 1.3% | 1,297,494 |  | Reduced −157,355 |
| [Nov Inc (NOV) (NOV)](/companies/nov.md) | COMMON | $104.3m | 1.2% | 5,620,019 |  | Reduced −131,319 |
| [Dnow Inc (DNOW) (DNOW)](/companies/dnow.md) | COMMON | $56.3m | 0.7% | 4,343,617 |  | Added +3,519,130 |
| Vanguard  0-3M T-Bill ETF (VBIL) | ETF | $50.1m | 0.6% | 662,000 |  | Reduced −534,425 |
| [Epam Sys Inc (EPAM) (EPAM)](/companies/epam.md) | COMMON | $46.6m | 0.5% | 587,300 |  | New +587,300 |
| [Lennar Corporation - B SHS (LEN/B) (LEN)](/companies/len.md) | COMMON | $32.3m | 0.4% | 364,059 |  | Unchanged |
| CRH Plc  (CRH) | COMMON | $1.9m | <0.1% | 17,500 |  | Unchanged |
| [Agilent Technologies, Inc. (A) (A)](/companies/a.md) | COMMON | $1.4m | <0.1% | 10,700 |  | Unchanged |
| [Charles Schwab Corporation (SCHW) (SCHW)](/companies/schw.md) | COMMON | $1.2m | <0.1% | 12,500 |  | Unchanged |
| [J P Morgan Chase (JPM) (JPM)](/companies/jpm.md) | COMMON | $818.3k | <0.1% | 2,500 |  | Reduced −1,500 |
| [Union Pacific Corp (UNP) (UNP)](/companies/unp.md) | COMMON | $552.7k | <0.1% | 2,032 |  | Unchanged |
| Genpact LTD (G) | COMMON | $275.0k | <0.1% | 10,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| Stellantis NV (STLA) | COMMON | $0 | 0.0% | 0 |  | Sold out −37,000 |
| Taylor Morrison Home Corp (TMHC) | COMMON | $0 | 0.0% | 0 |  | Sold out −270,608 |
| [Terex Corp (TEX) (TEX)](/companies/tex.md) | COMMON | $0 | 0.0% | 0 |  | Sold out −10,922 |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-082192. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.