GREENHAVEN ASSOCIATES INC Q1 2025 Filing
Filed April 2, 2025
Portfolio Value
$6.3T
Holdings
26
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVCCitigroup Inc (C) | 16,665,843 | $1.2T | 18.80% | |
| 2 | GMGeneral Motors Co (GM) | 23,780,060 | $1.1T | 17.77% | |
| 3 | LENLennar Corporation - A (LEN) | 9,439,955 | $1.1T | 17.22% | |
| 4 | TOLToll Brothers, Inc. (TOL) | 5,562,582 | $587.4B | 9.33% | |
| 5 | PHMPulteGroup Inc. (PHM) | 5,587,328 | $574.4B | 9.13% | |
| 6 | DHID R Horton, Inc. (DHI) | 3,674,763 | $467.2B | 7.42% | |
| 7 | OSKOshkosh Corp (OSK) | 2,553,606 | $240.2B | 3.82% | |
| 8 | MRPMillrose Properties (MRP) | 7,888,017 | $209.1B | 3.32% | |
| 9 | ARWArrow Electronics Inc (ARW) | 1,913,757 | $198.7B | 3.16% | |
| 10 | AVTAvnet Inc (AVT) | 3,965,237 | $190.7B | 3.03% | |
| 11 | LEALear Corporation (LEA) | 1,843,447 | $162.6B | 2.58% | |
| 12 | MTHMeritage Homes Corp (MTH) | 1,434,368 | $101.7B | 1.62% | |
| 13 | NOVNOV INC (NOV) | 4,114,157 | $62.6B | 0.99% | |
| 14 | TEXTerex Corp (TEX) | 1,503,133 | $56.8B | 0.90% | |
| 15 | LENLennar Corporation - B SHS (LEN/B) | 364,059 | $39.7B | 0.63% | |
| 16 | GGenpact LTD (G) | 146,678 | $7.4B | 0.12% | |
| 17 | RHCRH PLC (CRH) | 26,937 | $2.4B | 0.04% | |
| 18 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.6B | 0.02% | |
| 19 | GSGoldman Sachs (GS) | 2,500 | $1.4B | 0.02% | |
| 20 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.3B | 0.02% | |
| 21 | JPMJ P Morgan Chase (JPM) | 5,000 | $1.2B | 0.02% | |
| 22 | DWDMorgan Stanley (MS) | 10,000 | $1.2B | 0.02% | |
| 23 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $533.1M | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $480.0M | 0.01% | |
| 25 | STLAStellantis NV (STLA) | 30,000 | $336.3M | 0.01% | |
| 26 | RHIRobert Half Inc. (RHI) | 3,800 | $207.3M | 0.00% |