GREENHAVEN ASSOCIATES INC
CIK 846222
13F filing for Q2 2026・No. 627
- Holdings
- US$8.66B
- Quarter change
- +US$2.59B
- Entries
- 28
- Net bought (estimate)
- +US$1.64B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 3
- Cut 11
- Added 7
- Corporate actions 0
- Unchanged 6
Largest holdings
28 stocks worth US$8.66B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LENLennar Corporation - A (LEN)COMMON | Added | 11,316,279 | US$1.02B | 11.82% |
| General Motors Co (GM)COMMON | Added | 12,873,506 | US$992.29M | 11.46% |
| TOLToll Brothers, Inc. (TOL)COMMON | Cut | 5,630,109 | US$927.56M | 10.71% |
| BDXBecton Dickinson & Co (BDX)COMMON | New | 5,681,708 | US$859.81M | 9.93% |
| PHMPulteGroup Inc. (PHM)COMMON | Cut | 5,455,949 | US$748.61M | 8.64% |
| DHID R Horton, Inc. (DHI)COMMON | Added | 3,505,800 | US$571.02M | 6.59% |
| Icon Plc (ICLR)COMMON | Added | 3,100,615 | US$538.61M | 6.22% |
| ACNAccenture Plc (ACN)COMMON | New | 3,384,681 | US$421.19M | 4.86% |
| OSKOshkosh Corp (OSK)COMMON | Added | 2,558,680 | US$392.71M | 4.53% |
| ARWArrow Electronics Inc (ARW)COMMON | Cut | 1,764,153 | US$376.49M | 4.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.