GREENHAVEN ASSOCIATES INC Q2 2020 Filing
Filed July 31, 2020
Portfolio Value
$4.5T
Holdings
34
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,459,894 | $582.9B | 12.90% | |
| 2 | GSGoldman Sachs (GS) | 2,947,430 | $582.5B | 12.90% | |
| 3 | DWDMorgan Stanley (MS) | 9,494,874 | $458.6B | 10.15% | |
| 4 | DHID R Horton, Inc. (DHI) | 7,966,496 | $441.7B | 9.78% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,779,157 | $360.0B | 7.97% | |
| 6 | GMGeneral Motors Co (GM) | 14,076,097 | $356.1B | 7.88% | |
| 7 | DEDeere & Co (DE) | 2,086,910 | $328.0B | 7.26% | |
| 8 | PHMPulteGroup (PHM) | 5,250,246 | $178.7B | 3.96% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,071,355 | $165.3B | 3.66% | |
| 10 | FFord Motor Co (F) | 26,304,489 | $159.9B | 3.54% | |
| 11 | SCHWCharles Schwab Corporation (SCHW) | 3,663,668 | $123.6B | 2.74% | |
| 12 | TRVCCitigroup (C) | 2,246,374 | $114.8B | 2.54% | |
| 13 | FDXFedEx Corporation (FDX) | 804,960 | $112.9B | 2.50% | |
| 14 | CFCF Industries Holdings, Inc. (CF) | 3,456,491 | $97.3B | 2.15% | |
| 15 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 482,902 | $86.2B | 1.91% | |
| 16 | MHKMohawk Industries, Inc (MHK) | 714,874 | $72.7B | 1.61% | |
| 17 | KBHKB Home(KBH) | 1,809,400 | $55.5B | 1.23% | |
| 18 | OCOwens Corning, Inc (OC) | 834,316 | $46.5B | 1.03% | |
| 19 | —Bunge Ltd (BG) | 882,061 | $36.3B | 0.80% | |
| 20 | PWRQuanta Services Inc (PWR) | 833,011 | $32.7B | 0.72% | |
| 21 | LEALear Corporation (LEA) | 291,211 | $31.7B | 0.70% | |
| 22 | ADNTAdient PLC (ADNT) | 1,686,386 | $27.7B | 0.61% | |
| 23 | LENLennar Corporation - B SHS (LEN/B) | 574,858 | $26.5B | 0.59% | |
| 24 | JPMJ P Morgan Chase (JPM) | 228,725 | $21.5B | 0.48% | |
| 25 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 188,837 | $6.7B | 0.15% | |
| 26 | ALVAutoliv, Inc. (ALV) | 74,400 | $4.8B | 0.11% | |
| 27 | MTHMeritage Homes Corp (MTH) | 32,700 | $2.5B | 0.06% | |
| 28 | AG8Agilent Technologies, Inc. (A) | 10,700 | $946.0M | 0.02% | |
| 29 | MMM3M Company (MMM) | 5,000 | $780.0M | 0.02% | |
| 30 | TMHCTaylor Morrison Home Corp (TMHC) | 39,183 | $756.0M | 0.02% | |
| 31 | UNPUnion Pacific Corp (UNP) | 2,032 | $344.0M | 0.01% | |
| 32 | TPHTri Pointe Group, Inc. (TPH) | 14,700 | $216.0M | 0.00% | |
| 33 | AMTTD Ameritrade (AMTD) | 5,170 | $188.0M | 0.00% | |
| 34 | ETRNUSDEquitrans Midstream Corp (ETRN) | 17,809 | $147.0M | 0.00% |