GREENHAVEN ASSOCIATES INC Q3 2017 Filing
Filed October 25, 2017
Portfolio Value
$6.7T
Holdings
23
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,705,695 | $879.0B | 13.19% | |
| 2 | EADSYAirbus Group NV (EADSY) | 35,756,824 | $847.1B | 12.71% | |
| 3 | TRVCCitigroup (C) | 11,506,304 | $837.0B | 12.56% | |
| 4 | FDXFedEx Corp (FDX) | 2,981,611 | $672.6B | 10.09% | |
| 5 | JPMJ P Morgan Chase (JPM) | 6,906,482 | $659.6B | 9.90% | |
| 6 | LOWLowe's Companies, Inc. (LOW) | 7,037,051 | $562.5B | 8.44% | |
| 7 | WHRWhirlpool Corp (WHR) | 2,759,675 | $509.0B | 7.64% | |
| 8 | DHID R Horton, Inc. (DHI) | 8,214,782 | $328.0B | 4.92% | |
| 9 | LENLennar Corporation (LEN) | 5,425,123 | $286.4B | 4.30% | |
| 10 | BABoeing Company (BA) | 793,498 | $201.7B | 3.03% | |
| 11 | TOLToll Brothers, Inc. (TOL) | 4,075,852 | $169.0B | 2.54% | |
| 12 | ADNTAdient PLC (ADNT) | 1,869,315 | $157.0B | 2.36% | |
| 13 | PHMPulteGroup (PHM) | 5,734,548 | $156.7B | 2.35% | |
| 14 | —Calatlantic Group (CAA) | 3,198,013 | $117.1B | 1.76% | |
| 15 | —USG Corp (USG) | 2,346,353 | $76.6B | 1.15% | |
| 16 | TPHTri Pointe Group, Inc. (TPH) | 5,164,668 | $71.3B | 1.07% | |
| 17 | ACMAECOM (ACM) | 1,606,379 | $59.1B | 0.89% | |
| 18 | TMHCTaylor Morrison Home Corp (TMHC) | 2,526,244 | $55.7B | 0.84% | |
| 19 | MMM3M Company (MMM) | 50,000 | $10.5B | 0.16% | |
| 20 | PXGBXPraxair Inc. (PX) | 46,051 | $6.4B | 0.10% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $687.0M | 0.01% | |
| 22 | AMTTD Ameritrade (AMTD) | 7,170 | $350.0M | 0.01% | |
| 23 | UNPUnion Pacific Corp (UNP) | 2,032 | $236.0M | 0.00% |