GREENHAVEN ASSOCIATES INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GA GREENHAVEN ASSOCIATES INC | Institutional Filer | ▼ 1.60% | $6.07B | 27 |
Current Portfolio Holdings
Showing all 27 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NaN | General Motors Co (GM) | — | 12.5M | $933.2M | 15.37% |
| 2 | LEN | Lennar Corporation | Consumer Cyclical | 10.6M | $923.3M | 15.21% |
| 3 | TOL | Toll Brothers, Inc. | Consumer Cyclical | 5.6M | $770.4M | 12.69% |
| 4 | PHM | PulteGroup, Inc. | Consumer Cyclical | 5.5M | $646.5M | 10.65% |
| 5 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 3.5M | $475.7M | 7.84% |
| 6 | OSK | Oshkosh Corporation | Industrials | 2.5M | $372.6M | 6.14% |
| 7 | ARW | Arrow Electronics, Inc. | Technology | 1.9M | $271.9M | 4.48% |
| 8 | AVT | Avnet, Inc. | Technology | 3.9M | $241.6M | 3.98% |
| 9 | BAX | Baxter International Inc. | Healthcare | 14.3M | $240.4M | 3.96% |
| 10 | SLB | SLB N.V. | Energy | 4.7M | $239.7M | 3.95% |
| 11 | ICLR | ICON Public Limited Company | Healthcare | 2.0M | $221.6M | 3.65% |
| 12 | LEA | Lear Corporation | Consumer Cyclical | 1.7M | $205.5M | 3.38% |
| 13 | AVTR | Avantor, Inc. | Healthcare | 22.6M | $177.1M | 2.92% |
| 14 | NOV | NOV Inc. | Energy | 5.8M | $108.2M | 1.78% |
| 15 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | — | 1.2M | $90.5M | 1.49% |
Showing 1 to 15 of 27 holdings