GREENHAVEN ASSOCIATES INC Q3 2021 Filing
Filed October 12, 2021
Portfolio Value
$3.0T
Holdings
19
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 2,015,314 | $761.8B | 25.40% | |
| 2 | LENLennar Corporation - A (LEN) | 7,002,894 | $656.0B | 21.87% | |
| 3 | WHRWhirlpool Corp (WHR) | 2,768,920 | $564.5B | 18.82% | |
| 4 | GMGeneral Motors Co (GM) | 10,392,979 | $547.8B | 18.26% | |
| 5 | TOLToll Brothers, Inc. (TOL) | 5,203,596 | $287.7B | 9.59% | |
| 6 | DHID R Horton, Inc. (DHI) | 761,945 | $64.0B | 2.13% | |
| 7 | LENLennar Corporation - B SHS (LEN/B) | 452,834 | $35.1B | 1.17% | |
| 8 | DWDMorgan Stanley (MS) | 267,090 | $26.0B | 0.87% | |
| 9 | LEALear Corporation (LEA) | 152,210 | $23.8B | 0.79% | |
| 10 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $12.3B | 0.41% | |
| 11 | SH1USDProshares Short S&P500 (SH) | 695,000 | $10.6B | 0.35% | |
| 12 | SCHWCharles Schwab Corporation (SCHW) | 41,987 | $3.1B | 0.10% | |
| 13 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.7B | 0.06% | |
| 14 | CFCF Industries Holdings, Inc. (CF) | 30,000 | $1.7B | 0.06% | |
| 15 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 25,000 | $1.2B | 0.04% | |
| 16 | JPMJ P Morgan Chase (JPM) | 5,000 | $818.0M | 0.03% | |
| 17 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 2,501 | $683.0M | 0.02% | |
| 18 | MMM3M Company (MMM) | 2,500 | $439.0M | 0.01% | |
| 19 | UNPUnion Pacific Corp (UNP) | 2,032 | $398.0M | 0.01% |