GREENHAVEN ASSOCIATES INC Q3 2020 Filing
Filed October 23, 2020
Portfolio Value
$4.6T
Holdings
28
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 7,587,525 | $619.7B | 13.62% | |
| 2 | GSGoldman Sachs (GS) | 2,974,180 | $597.7B | 13.13% | |
| 3 | GMGeneral Motors Co (GM) | 18,228,066 | $539.4B | 11.85% | |
| 4 | WHRWhirlpool Corp (WHR) | 2,791,927 | $513.4B | 11.28% | |
| 5 | DEDeere & Co (DE) | 2,017,850 | $447.2B | 9.83% | |
| 6 | DWDMorgan Stanley (MS) | 9,209,774 | $445.3B | 9.78% | |
| 7 | DHID R Horton, Inc. (DHI) | 3,506,171 | $265.2B | 5.83% | |
| 8 | TOLToll Brothers, Inc. (TOL) | 5,291,137 | $257.5B | 5.66% | |
| 9 | FFord Motor Co (F) | 19,161,910 | $127.6B | 2.80% | |
| 10 | SCHWCharles Schwab Corporation (SCHW) | 3,344,940 | $121.2B | 2.66% | |
| 11 | CFCF Industries Holdings, Inc. (CF) | 3,400,391 | $104.4B | 2.29% | |
| 12 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 446,647 | $95.1B | 2.09% | |
| 13 | PHMPulteGroup (PHM) | 2,045,955 | $94.7B | 2.08% | |
| 14 | TRVCCitigroup (C) | 2,100,204 | $90.5B | 1.99% | |
| 15 | LEALear Corporation (LEA) | 514,921 | $56.2B | 1.23% | |
| 16 | —Bunge Ltd (BG) | 1,090,161 | $49.8B | 1.09% | |
| 17 | OCOwens Corning, Inc (OC) | 457,526 | $31.5B | 0.69% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 463,481 | $30.4B | 0.67% | |
| 19 | ADNTAdient PLC (ADNT) | 1,648,786 | $28.6B | 0.63% | |
| 20 | PWRQuanta Services Inc (PWR) | 330,020 | $17.4B | 0.38% | |
| 21 | PSQUSDProshares Short QQQ (PSQ) | 492,000 | $8.1B | 0.18% | |
| 22 | ALVAutoliv, Inc. (ALV) | 72,500 | $5.3B | 0.12% | |
| 23 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 34,400 | $1.6B | 0.04% | |
| 24 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.1B | 0.02% | |
| 25 | MMM3M Company (MMM) | 5,000 | $801.0M | 0.02% | |
| 26 | JPMJ P Morgan Chase (JPM) | 5,000 | $481.0M | 0.01% | |
| 27 | UNPUnion Pacific Corp (UNP) | 2,032 | $400.0M | 0.01% | |
| 28 | AMTTD Ameritrade (AMTD) | 5,170 | $202.0M | 0.00% |