GREENHAVEN ASSOCIATES INC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$6.7T
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRVCCitigroup Inc (C) | 16,175,563 | $1.4T | 20.48% | |
| 2 | GMGeneral Motors Co (GM) | 23,654,358 | $1.2T | 17.32% | |
| 3 | LENLennar Corporation - A (LEN) | 9,493,585 | $1.1T | 15.62% | |
| 4 | TOLToll Brothers, Inc. (TOL) | 5,601,916 | $639.3B | 9.51% | |
| 5 | PHMPulteGroup Inc. (PHM) | 5,580,428 | $588.5B | 8.76% | |
| 6 | DHID R Horton, Inc. (DHI) | 3,681,063 | $474.6B | 7.06% | |
| 7 | OSKOshkosh Corp (OSK) | 2,554,406 | $290.0B | 4.31% | |
| 8 | ARWArrow Electronics Inc (ARW) | 1,912,699 | $243.7B | 3.63% | |
| 9 | MRPMillrose Properties (MRP) | 7,887,516 | $224.9B | 3.35% | |
| 10 | AVTAvnet Inc (AVT) | 3,962,937 | $210.4B | 3.13% | |
| 11 | LEALear Corporation (LEA) | 1,841,647 | $174.9B | 2.60% | |
| 12 | MTHMeritage Homes Corp (MTH) | 1,491,955 | $99.9B | 1.49% | |
| 13 | TEXTerex Corp (TEX) | 1,499,933 | $70.0B | 1.04% | |
| 14 | NOVNOV INC (NOV) | 4,982,516 | $61.9B | 0.92% | |
| 15 | LENLennar Corporation - B SHS (LEN/B) | 364,059 | $38.3B | 0.57% | |
| 16 | ICLRIcon PLC (ICLR) | 17,633 | $2.6B | 0.04% | |
| 17 | RHCRH PLC (CRH) | 26,937 | $2.5B | 0.04% | |
| 18 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.8B | 0.03% | |
| 19 | GSGoldman Sachs (GS) | 2,500 | $1.8B | 0.03% | |
| 20 | JPMJ P Morgan Chase (JPM) | 5,000 | $1.4B | 0.02% | |
| 21 | DWDMorgan Stanley (MS) | 10,000 | $1.4B | 0.02% | |
| 22 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.3B | 0.02% | |
| 23 | GGenpact LTD (G) | 11,018 | $484.9M | 0.01% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $467.5M | 0.01% | |
| 25 | STLAStellantis NV (STLA) | 36,000 | $361.1M | 0.01% |