← All Tracked Holdings
GREENHAVEN ASSOCIATES INC
Current Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Current Weight ▲ ▼ | Previous Weight ▲ ▼ | Δ % ▲ ▼ |
|---|---|---|---|---|---|
| Lennar Corporation - A (LEN) | Common | 13.3793% | 11.8236% | +1.56% | |
| Becton Dickinson & Co (BDX) | Common | 13.2761% | 9.9277% | +3.35% | |
| General Motors Co (GM) | Common | 12.4832% | 11.4574% | +1.03% | |
| Toll Brothers, Inc. (TOL) | Common | 9.5021% | 10.7100% | -1.21% | |
| PulteGroup Inc. (PHM) | Common | 7.8642% | 8.6438% | -0.78% | |
| Icon Plc (ICLR) | Common | 6.5530% | 6.2190% | +0.33% | |
| D R Horton, Inc. (DHI) | Common | 6.4432% | 6.5933% | -0.15% | |
| Avantor Inc (AVTR) | Common | 4.6049% | 2.8163% | +1.79% | |
| Arrow Electronics Inc (ARW) | Common | 4.2392% | 4.3471% | -0.11% | |
| Oshkosh Corp (OSK) | Common | 4.0903% | 4.5343% | -0.44% | |
| Avnet Inc (AVT) | Common | 4.0244% | 3.8693% | +0.16% | |
| Baxter International Inc (BAX) | Common | 3.7370% | 3.5166% | +0.22% | |
| SLB Ltd (SLB) | Common | 2.2950% | 2.0411% | +0.25% | |
| Iqvia Hldgs Inc (IQV) | Common | 1.8402% | 1.7135% | +0.13% | |
| Nov Inc (NOV) | Common | 1.2426% | 1.2037% | +0.04% | |
| Lear Corporation (LEA) | Common | 1.2372% | 2.2537% | -1.02% | |
| Meritage Homes Corp (MTH) | Common | 1.0796% | 1.2562% | -0.18% | |
| Dnow Inc (DNOW) | Common | 0.8522% | 0.6505% | +0.20% | |
| Vanguard 0-3M T-Bill ETF (VBIL) | ETF | 0.8169% | 0.5785% | +0.24% | |
| Lennar Corporation - B SHS (LEN/B) | Common | 0.3677% | 0.3729% | -0.01% | |
| Agilent Technologies, Inc. (A) | Common | 0.0232% | 0.0164% | +0.01% | |
| CRH Plc (CRH) | Common | 0.0182% | 0.0216% | -0.00% | |
| Charles Schwab Corporation (SCHW) | Common | 0.0129% | 0.0133% | -0.00% | |
| Union Pacific Corp (UNP) | Common | 0.0069% | 0.0064% | +0.00% | |
| J P Morgan Chase (JPM) | Common | 0.0042% | 0.0094% | -0.01% | |
| Genpact LTD (G) | Common | 0.0041% | 0.0032% | +0.00% | |
| Bath & Body Works Inc (BBWI) | Common | 0.0020% | 0.0000% | +0.00% |
Historical Holdings
| Company ▲ ▼ | Asset / Class ▲ ▼ | Holding history | Held until ▲ ▼ |
|---|---|---|---|
| Accenture Plc (ACN) | Common | Q2 2026 | |
| Epam Sys Inc (EPAM) | Common | Q2 2026 | |
| Stellantis NV (STLA) | Common | Q1 2026 | |
| Taylor Morrison Home Corp (TMHC) | Common | Q1 2026 | |
| Terex Corp (TEX) | Common | Q1 2026 | |
| Citigroup Inc (C) | Common | Q4 2025 | |
| Millrose Properties (MRP) | REIT | Q4 2025 | |
| Robert Half Inc (RHI) | Common | Q4 2025 | |
| Teleflex Inc (TFX) | Common | Q4 2025 | |
| Goldman Sachs (GS) | Common | Q3 2025 | |
| Morgan Stanley (MS) | Common | Q2 2025 | |
| Berkshire Hathaway Inc. Class B (BRK/B) | Common | Q1 2025 | |
| International Paper Co (IP) | Common | Q4 2024 | |
| 3M Company (MMM) | Common | Q2 2024 | |
| Technipfmc PLC (FTI) | Common | Q1 2024 | |
| Westrock CO (WRK) | Common | Q1 2024 | |
| Autoliv Inc. (ALV) | Common | Q3 2023 | |
| Gildan Activewear Inc (GIL) | Common | Q3 2023 | |
| Whirlpool Corp (WHR) | Common | Q3 2023 | |
| Bank of America Corp (BAC) | Common | Q2 2023 | |
| CRH PLC - Sponsored ADR (CRH) | ADR | Q2 2023 | |
| Ford Motor Co (F) | Common | Q1 2023 | |
| M.D.C. Holdings, Inc. (MDC) | Common | Q1 2023 | |
| SPDR Bloomberg 1-3 Month T-B (BIL) | ETF | Q1 2023 | |
| Stanley Black & Decker INC (SWK) | Common | Q1 2023 | |
| Proshares Short QQQ (PSQ) | ETF | Q4 2022 | |
| Proshares Short S&P500 (SH) | ETF | Q4 2022 | |
| PERKINELMER INC | Common | Q4 2021 | |
| CF Industries Holdings, Inc. (CF) | Common | Q3 2021 | |
| Bunge Ltd (BG) | Common | Q2 2021 | |
| Deere & Co (DE) | Common | Q1 2021 | |
| Owens Corning, Inc (OC) | Common | Q1 2021 | |
| Adient PLC (ADNT) | Common | Q4 2020 | |
| Fedex Corp (FDX) | Common | Q4 2020 | |
| Quanta Services Inc (PWR) | Common | Q4 2020 | |
| General Motors Co (GM) | Common | Q3 2020 | |
| TD Ameritrade (AMTD) | Common | Q3 2020 | |
| Equitrans Midstream Corp (ETRN) | Common | Q2 2020 | |
| KB Home(KBH) | Common | Q2 2020 | |
| Mohawk Industries, Inc (MHK) | Common | Q2 2020 | |
| Tri Pointe Group, Inc. (TPH) | Common | Q2 2020 | |
| American Express Co (AXP) | Common | Q1 2020 | |
| Levi Strauss & Co (LEVI) | Common | Q1 2020 | |
| Ralph Lauren Corp (RL) | Common | Q1 2020 | |
| INVESCO EXCHANGE TRADED FD T | ETF | Q3 2019 | |
| Airbus Group NV (EADSY) | Common | Q2 2019 | |
| DXC Technology Co (DXC) | Common | Q2 2019 | |
| KKR & Co Inc - A (KKR) | Common | Q2 2019 | |
| AECOM | Common | Q1 2019 | |
| FIAT CHRYSLER AUTOMOBILES N | Common | Q1 2019 | |
| Praxair Inc. (PX) | Common | Q3 2018 | |
| Calatlantic Group (CAA) | Common | Q4 2017 | |
| USG Corp (USG) | Common | Q4 2017 | |
| Boeing Company (BA) | Common | Q3 2017 | |
| Lowe's Companies, Inc. (LOW) | Common | Q3 2017 | |
| Canam Group, Inc. (CNMGF) | Common | Q1 2017 | |
| Sterling Construction Compnay (STRL) | Common | Q1 2017 | |
| Masco Corp (MAS) | Common | Q2 2016 | |
| Airgas, Inc. (ARG) | Common | Q1 2016 | |
| Electrolux AB (ELUXY) | Common | Q1 2016 | |
| Wells Fargo & Co (WFC) | Common | Q1 2016 | |
| American Independence Corp (AMIC) | Common | Q4 2015 | |
| United Parcel Service (UPS) | Common | Q4 2015 | |
| Baker Hughes Inc. (BHI) | Common | Q3 2015 | |
| Con-Way, Inc. (CNW) | Common | Q2 2015 | |
| Pall Corporation (PLL) | Common | Q2 2015 | |
| Air Products & Chemicals (APD) | Common | Q4 2014 | |
| Devon Energy Corp (DVN) | Common | Q4 2014 | |
| Microsoft | Common | Q4 2014 | |
| Superior Energy Services Inc. (SPN) | Common | Q4 2014 | |
| Plains All American (PAA) | MLP | Q3 2014 | |
| RHJ International (RHJI) | Common | Q3 2014 | |
| Southwest Airlines (LUV) | Common | Q3 2014 | |
| TE Connectivity Ltd (TEL) | Common | Q3 2014 | |
| State Street Corp (STT) | Common | Q2 2014 | |
| Air Products & Chemicals (APD) | Common | Q3 2013 | |
| American Independence Corp (AMIC) | Common | Q3 2013 | |
| Arrow Electronics (ARW) | Common | Q3 2013 | |
| Avnet Inc. (AVT) | Common | Q3 2013 | |
| Baker Hughes Inc. (BHI) | Common | Q3 2013 | |
| Boeing Company (BA) | Common | Q3 2013 | |
| RHJ International (RHJI) | Common | Q3 2013 | |
| Lennox International Inc. (LII) | Common | Q2 2013 | |
| Molex Inc. (MOLX) | Common | Q2 2013 | |
| Molex Inc. - CL A (MOLXA) | Common | Q2 2013 |