GREENHAVEN ASSOCIATES INC Q1 2023 Filing
Filed April 4, 2023
Portfolio Value
$6443.5T
Holdings
32
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,101,388 | $956.6T | 14.85% | |
| 2 | GMGeneral Motors Co (GM) | 20,262,118 | $743.2T | 11.53% | |
| 3 | GSGoldman Sachs (GS) | 2,224,798 | $727.8T | 11.29% | |
| 4 | JPMJ P Morgan Chase (JPM) | 4,738,784 | $617.5T | 9.58% | |
| 5 | TRVCCitigroup Inc (C) | 10,081,460 | $472.7T | 7.34% | |
| 6 | WRKUSDWestrock CO (WRK) | 12,686,720 | $386.6T | 6.00% | |
| 7 | DHID R Horton, Inc. (DHI) | 3,652,023 | $356.8T | 5.54% | |
| 8 | PHMPulteGroup Inc. (PHM) | 5,638,390 | $328.6T | 5.10% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,346,935 | $321.0T | 4.98% | |
| 10 | WHRWhirlpool Corp (WHR) | 2,126,790 | $280.8T | 4.36% | |
| 11 | LEALear Corporation (LEA) | 1,728,550 | $241.1T | 3.74% | |
| 12 | IPInternational Paper Co (IP) | 6,365,425 | $229.5T | 3.56% | |
| 13 | OSKOshkosh Corp (OSK) | 1,957,309 | $162.8T | 2.53% | |
| 14 | AVTAvnet Inc (AVT) | 3,157,503 | $142.7T | 2.21% | |
| 15 | MTHMeritage Homes Corp (MTH) | 810,451 | $94.6T | 1.47% | |
| 16 | RHCRH PLC - Sponsored ADR (CRH) | 1,718,045 | $87.4T | 1.36% | |
| 17 | ARWArrow Electronics Inc (ARW) | 671,987 | $83.9T | 1.30% | |
| 18 | FFord Motor Co (F) | 5,576,500 | $70.3T | 1.09% | |
| 19 | LENLennar Corporation - B SHS (LEN/B) | 577,169 | $51.5T | 0.80% | |
| 20 | GILGildan Activewear Inc (GIL) | 1,090,100 | $36.2T | 0.56% | |
| 21 | BACBank of America Corp (BAC) | 1,249,500 | $35.7T | 0.55% | |
| 22 | ALVAutoliv Inc. (ALV) | 78,040 | $7.3T | 0.11% | |
| 23 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 66,559 | $2.6T | 0.04% | |
| 24 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.5T | 0.02% | |
| 25 | SWKStanley Black & Decker INC (SWK) | 14,430 | $1.2T | 0.02% | |
| 26 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.0T | 0.02% | |
| 27 | DWDMorgan Stanley (MS) | 10,000 | $878.0B | 0.01% | |
| 28 | BILSPDR Bloomberg 1-3 Month T-B (BIL) | 5,350 | $491.2B | 0.01% | |
| 29 | UNPUnion Pacific Corp (UNP) | 2,032 | $409.0B | 0.01% | |
| 30 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $309.1B | 0.00% | |
| 31 | MMM3M Company (MMM) | 2,368 | $248.9B | 0.00% | |
| 32 | FTITechnipfmc PLC (FTI) | 15,500 | $211.6B | 0.00% |