GREENHAVEN ASSOCIATES INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GA GREENHAVEN ASSOCIATES INC | Institutional Filer | ▲ 42.64% | $8.66B | 28 |
Current Portfolio Holdings
Showing all 28 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | LEN | Lennar Corporation | Consumer Cyclical | 11.3M | $1.02B | 11.82% |
| 2 | No Ticker | General Motors Co (GM) | — | 12.9M | $992.3M | 11.46% |
| 3 | TOL | Toll Brothers, Inc. | Consumer Cyclical | 5.6M | $927.6M | 10.71% |
| 4 | BDX | Becton, Dickinson and Company | Healthcare | 5.7M | $859.8M | 9.93% |
| 5 | PHM | PulteGroup, Inc. | Consumer Cyclical | 5.5M | $748.6M | 8.64% |
| 6 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 3.5M | $571.0M | 6.59% |
| 7 | ICLR | ICON Public Limited Company | Healthcare | 3.1M | $538.6M | 6.22% |
| 8 | ACN | Accenture plc | Technology | 3.4M | $421.2M | 4.86% |
| 9 | OSK | Oshkosh Corp | Industrials | 2.6M | $392.7M | 4.53% |
| 10 | ARW | Arrow Electronics, Inc. | Technology | 1.8M | $376.5M | 4.35% |
| 11 | AVT | Avnet, Inc. | Technology | 3.8M | $335.1M | 3.87% |
| 12 | BAX | Baxter International Inc. | Healthcare | 14.3M | $304.6M | 3.52% |
| 13 | AVTR | Avantor, Inc. | Healthcare | 24.6M | $243.9M | 2.82% |
| 14 | LEA | Lear Corporation | Consumer Cyclical | 1.5M | $195.2M | 2.25% |
| 15 | SLB | Slb N.V. | Energy | 3.8M | $176.8M | 2.04% |
Showing 1 to 15 of 28 holdings