GREENHAVEN ASSOCIATES INC Q2 2024 Filing
Filed July 15, 2024
Portfolio Value
$7.6B
Holdings
25
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 8,972,532 | $1.3T | 17667.80% | |
| 2 | GMGeneral Motors Co (GM) | 23,266,658 | $1.1T | 14202.54% | |
| 3 | TRVCCitigroup Inc (C) | 16,640,846 | $1.1T | 13874.85% | |
| 4 | RHCRH PLC (CRH) | 11,120,064 | $833.8B | 10954.83% | |
| 5 | TOLToll Brothers, Inc. (TOL) | 5,565,787 | $641.1B | 8422.80% | |
| 6 | PHMPulteGroup Inc. (PHM) | 5,576,308 | $614.0B | 8066.53% | |
| 7 | DHID R Horton, Inc. (DHI) | 3,669,893 | $517.2B | 6795.32% | |
| 8 | OSKOshkosh Corp (OSK) | 2,517,042 | $272.3B | 3578.25% | |
| 9 | IPInternational Paper Co (IP) | 5,403,885 | $233.2B | 3063.65% | |
| 10 | ARWArrow Electronics Inc (ARW) | 1,882,880 | $227.4B | 2987.44% | |
| 11 | LEALear Corporation (LEA) | 1,816,880 | $207.5B | 2726.36% | |
| 12 | AVTAvnet Inc (AVT) | 3,922,338 | $202.0B | 2653.51% | |
| 13 | MTHMeritage Homes Corp (MTH) | 772,153 | $125.0B | 1641.98% | |
| 14 | TEXTerex Corp (TEX) | 1,499,671 | $82.2B | 1080.55% | |
| 15 | LENLennar Corporation - B SHS (LEN/B) | 482,750 | $67.3B | 884.36% | |
| 16 | GGenpact LTD (G) | 1,240,775 | $39.9B | 524.77% | |
| 17 | NOVNOV INC (NOV) | 1,798,976 | $34.2B | 449.32% | |
| 18 | GSGoldman Sachs (GS) | 57,259 | $25.9B | 340.28% | |
| 19 | JPMJ P Morgan Chase (JPM) | 7,500 | $1.5B | 19.93% | |
| 20 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.5B | 19.36% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.4B | 18.22% | |
| 22 | DWDMorgan Stanley (MS) | 10,000 | $971.9M | 12.77% | |
| 23 | UNPUnion Pacific Corp (UNP) | 2,032 | $459.8M | 6.04% | |
| 24 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $407.2M | 5.35% | |
| 25 | MMM3M Company (MMM) | 2,368 | $242.0M | 3.18% |