Greenhaven Associates Inc

Investment Portfolio & 13F Holdings Analysis

About

GREENHAVEN ASSOCIATES INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 26 holdings worth $6.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-02
Total Holdings: 26
Total Value: 6293956530
Accession Number: 0001213900-25-027816
Form Type: 13F-HR
CIK: 0000846222
Manager Name: Greenhaven Associates Inc

Data Enrichment

92% identified

24 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

26 positions • $6,293,956.53K total value

26 positions

Manager:

SEC FilingSEC DataHachi Filing

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CITIGROUP INC

C|172967424

16665843(-1.2%)

Value:

$1.2T(-0.4%)

35045V100

23780060(+0.2%)

Value:

$1.1T(-11.5%)

LENNAR CORP /NEW/

LEN|526057104

9439955(+3.0%)

Value:

$1.1T(-13.3%)

Toll Brothers, Inc.

TOL|889478103

5562582(+0.5%)

Value:

$587.4B(-15.8%)

PULTEGROUP INC/MI/

PHM|745867101

5587328(+0.1%)

Value:

$574.4B(-5.5%)

HORTON D R INC /DE/

DHI|23331A109

3674763(+0.1%)

Value:

$467.2B(-9.0%)

OSHKOSH CORP

OSK|688239201

2553606(+0.1%)

Value:

$240.2B(-1.0%)

601137102

7888017

Value:

$209.1B

ARROW ELECTRONICS, INC.

ARW|042735100

1913757(+0.5%)

Value:

$198.7B(-7.8%)

AVNET INC

AVT|053807103

3965237(+0.1%)

Value:

$190.7B(-8.0%)

LEAR CORP

LEA|521865204

1843447(+0.1%)

Value:

$162.6B(-6.8%)

Meritage Homes CORP

MTH|59001A102

1434368(+94.1%)

Value:

$101.7B(-10.6%)

NOV Inc.

NOV|62955J103

4114157(+25.0%)

Value:

$62.6B(+30.3%)

TEREX CORP

TEX|880779103

1503133(+0.0%)

Value:

$56.8B(-18.3%)

LENNAR CORP /NEW/

LEN-B|526057302

364059(+0.0%)

Value:

$39.7B(-17.5%)

Genpact LTD

G|G3922B107

146678(-88.1%)

Value:

$7.4B(-86.0%)

CRH PUBLIC LTD CO

CRH|G25508105

26937(-95.7%)

Value:

$2.4B(-95.9%)

SCHWAB CHARLES CORP

SCHW|808513105

20000(+0.0%)

Value:

$1.6B(+5.8%)

GOLDMAN SACHS GROUP INC

GS|38141G104

2500(+0.0%)

Value:

$1.4B(-4.6%)

AGILENT TECHNOLOGIES, INC.

A|00846U101

10700(+0.0%)

Value:

$1.3B(-12.9%)

Instrument	Shares		Other Manager	Value
Citigroup Inc(Ccusip172967424)	16.7M	QoQ -1.21% (-204.9K) YoY +2.29% (+374.1K)	All Managers (Combined)	$1.2B	QoQ -0.37% (-$4.4M) YoY +14.83% (+$152.8M)
(cusip35045V100)✕	23.8M	QoQ +0.23% (-56.6K) YoY +2.70% (+625.9K)	All Managers (Combined)	$1.1B	QoQ -11.50% (-$145.4M) YoY +6.50% (+$68.3M)
Lennar Corp /New/(LENcusip526057104)	9.4M	QoQ +3.00% (-275.2K) YoY +5.66% (-506.5K)	All Managers (Combined)	$1.1B	QoQ -13.30% (-$166.3M) YoY -29.47% (-$452.9M)
Toll Brothers, Inc.(TOLcusip889478103)	5.6M	QoQ +0.47% (-26.1K) YoY +0.90% (-49.7K)	All Managers (Combined)	$587.4M	QoQ -15.77% (-$110.0M) YoY -17.64% (-$125.9M)
Pultegroup Inc/Mi/(PHMcusip745867101)	5.6M	QoQ +0.05% (-3.1K) YoY -1.47% (-83.5K)	All Managers (Combined)	$574.4M	QoQ -5.54% (-$33.7M) YoY -16.02% (-$109.6M)
Horton D R Inc /De/(DHIcusip23331A109)	3.7M	QoQ +0.08% (-3.2K) YoY +2.41% (-86.8K)	All Managers (Combined)	$467.2M	QoQ -8.99% (-$46.2M) YoY -20.87% (-$123.2M)
Oshkosh Corp(OSKcusip688239201)	2.6M	QoQ +0.05% (-1.5K) YoY +2.96% (-73.5K)	All Managers (Combined)	$240.2M	QoQ -0.98% (-$2.4M) YoY -22.32% (-$69.0M)
(cusip601137102)✕	7.9M	QoQ NEW(+7.9M) YoY NEW(+7.9M)	All Managers (Combined)	$209.1M	QoQ NEW(+$209.1M) YoY NEW(+$209.1M)
Arrow Electronics, Inc.(ARWcusip042735100)	1.9M	QoQ +0.46% (-8.9K) YoY +3.40% (-62.9K)	All Managers (Combined)	$198.7M	QoQ -7.78% (-$16.8M) YoY -17.07% (-$40.9M)
Avnet Inc(AVTcusip053807103)	4.0M	QoQ +0.06% (-2.4K) YoY +2.76% (-106.7K)	All Managers (Combined)	$190.7M	QoQ -8.02% (-$16.6M) YoY -0.32% (-$618.0K)
Lear Corp(LEAcusip521865204)	1.8M	QoQ +0.06% (-1.2K) YoY +2.46% (-44.4K)	All Managers (Combined)	$162.6M	QoQ -6.78% (-$11.8M) YoY -37.60% (-$98.0M)
Meritage Homes Corp(MTHcusip59001A102)	1.4M	QoQ +94.09% (-695.4K) YoY +73.46% (-607.5K)	All Managers (Combined)	$101.7M	QoQ -10.56% (-$12.0M) YoY -29.92% (-$43.4M)
Nov Inc.(NOVcusip62955J103)	4.1M	QoQ +25.01% (+823.1K) YoY +128.69% (+2.3M)	All Managers (Combined)	$62.6M	QoQ +30.31% (+$14.6M) YoY +78.31% (+$27.5M)
Terex Corp(TEXcusip880779103)	1.5M	QoQ 0.00% (-0) YoY +1.81% (-26.8K)	All Managers (Combined)	$56.8M	QoQ -18.26% (-$12.7M) YoY -40.26% (-$38.3M)
Lennar Corp /New/(LEN-Bcusip526057302)	364.1K	QoQ 0.00% (-0) YoY -29.55% (-152.7K)	All Managers (Combined)	$39.7M	QoQ -17.46% (-$8.4M) YoY -50.16% (-$40.0M)
Genpact Ltd(GcusipG3922B107)	146.7K	QoQ -88.07% (-1.1M) YoY -86.51% (-941.0K)	All Managers (Combined)	$7.4M	QoQ -86.01% (-$45.5M) YoY -79.38% (-$28.4M)
Crh Public Ltd Co(CRHcusipG25508105)	26.9K	QoQ -95.73% (-604.9K) YoY -99.75% (-11.0M)	All Managers (Combined)	$2.4M	QoQ -95.94% (-$56.1M) YoY -99.75% (-$949.0M)
Schwab Charles Corp(SCHWcusip808513105)	20.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	QoQ +5.76% (+$85.4K) YoY +8.21% (+$118.8K)
Goldman Sachs Group Inc(GScusip38141G104)	2.5K	QoQ 0.00% (-0) YoY -99.89% (-2.3M)	All Managers (Combined)	$1.4M	QoQ -4.59% (-$65.8K) YoY -99.85% (-$957.7M)
Agilent Technologies, Inc.(Acusip00846U101)	10.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	QoQ -12.92% (-$185.8K) YoY -19.60% (-$305.3K)