GREENHAVEN ASSOCIATES INC Q1 2017 Filing
Filed April 27, 2017
Portfolio Value
$6.3T
Holdings
25
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,702,087 | $850.4B | 13.50% | |
| 2 | EADSYAirbus Group NV (EADSY) | 35,908,268 | $684.2B | 10.86% | |
| 3 | TRVCCitigroup (C) | 11,385,712 | $681.1B | 10.81% | |
| 4 | JPMJ P Morgan Chase (JPM) | 7,323,232 | $643.3B | 10.21% | |
| 5 | FDXFedEx Corp (FDX) | 3,038,728 | $593.0B | 9.41% | |
| 6 | LOWLowe's Companies, Inc. (LOW) | 7,206,251 | $592.4B | 9.40% | |
| 7 | BABoeing Company (BA) | 2,829,899 | $500.5B | 7.95% | |
| 8 | WHRWhirlpool Corp (WHR) | 2,719,870 | $466.0B | 7.40% | |
| 9 | LENLennar Corporation (LEN) | 5,374,316 | $275.1B | 4.37% | |
| 10 | DHID R Horton, Inc. (DHI) | 7,639,606 | $254.5B | 4.04% | |
| 11 | OCOwens Corning (OC) | 2,395,861 | $147.0B | 2.33% | |
| 12 | TOLToll Brothers, Inc. (TOL) | 4,043,304 | $146.0B | 2.32% | |
| 13 | PHMPulteGroup (PHM) | 5,750,265 | $135.4B | 2.15% | |
| 14 | —Calatlantic Group (CAA) | 2,558,333 | $95.8B | 1.52% | |
| 15 | —USG Corp (USG) | 2,733,135 | $86.9B | 1.38% | |
| 16 | TPHTri Pointe Group, Inc. (TPH) | 5,179,606 | $65.0B | 1.03% | |
| 17 | ACMAECOM (ACM) | 1,670,447 | $59.5B | 0.94% | |
| 18 | MMM3M Company (MMM) | 50,000 | $9.6B | 0.15% | |
| 19 | PXGBXPraxair Inc. (PX) | 66,441 | $7.9B | 0.13% | |
| 20 | TMHCTaylor Morrison Home Corp (TMHC) | 127,700 | $2.7B | 0.04% | |
| 21 | —Canam Group, Inc. (CNMGF) | 225,100 | $1.1B | 0.02% | |
| 22 | STRLSterling Construction Compnay (STRL) | 84,623 | $783.0M | 0.01% | |
| 23 | AG8Agilent Technologies, Inc. (A) | 10,700 | $566.0M | 0.01% | |
| 24 | AMTTD Ameritrade (AMTD) | 6,270 | $244.0M | 0.00% | |
| 25 | UNPUnion Pacific Corp (UNP) | 2,032 | $215.0M | 0.00% |