GREENHAVEN ASSOCIATES INC Q3 2022 Filing
Filed October 5, 2022
Portfolio Value
$4.8T
Holdings
31
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,319,777 | $694.8B | 14.62% | |
| 2 | GSGoldman Sachs (GS) | 2,208,989 | $647.3B | 13.62% | |
| 3 | JPMJ P Morgan Chase (JPM) | 4,820,984 | $503.8B | 10.60% | |
| 4 | GMGeneral Motors Co (GM) | 14,825,942 | $475.8B | 10.01% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,831,979 | $381.8B | 8.03% | |
| 6 | WRKUSDWestrock CO (WRK) | 9,946,624 | $307.3B | 6.46% | |
| 7 | TRVCCitigroup Inc (C) | 7,225,570 | $301.1B | 6.33% | |
| 8 | DHID R Horton, Inc. (DHI) | 3,780,303 | $254.6B | 5.36% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,359,803 | $225.1B | 4.74% | |
| 10 | PHMPulteGroup Inc. (PHM) | 5,305,310 | $198.9B | 4.19% | |
| 11 | IPInternational Paper Co (IP) | 4,982,725 | $158.0B | 3.32% | |
| 12 | OSKOshkosh Corp (OSK) | 1,739,974 | $122.3B | 2.57% | |
| 13 | LEALear Corporation (LEA) | 992,204 | $118.8B | 2.50% | |
| 14 | SWKStanley Black & Decker INC (SWK) | 1,326,357 | $99.8B | 2.10% | |
| 15 | RHCRH PLC - Sponsored ADR (CRH) | 1,794,955 | $57.9B | 1.22% | |
| 16 | MTHMeritage Homes Corp (MTH) | 792,985 | $55.7B | 1.17% | |
| 17 | AVTAvnet Inc (AVT) | 1,342,470 | $48.5B | 1.02% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 570,117 | $33.9B | 0.71% | |
| 19 | GILGildan Activewear Inc (GIL) | 946,400 | $26.8B | 0.56% | |
| 20 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $15.0B | 0.32% | |
| 21 | SH1USDProshares Short S&P500 (SH) | 695,000 | $12.0B | 0.25% | |
| 22 | ALVAutoliv Inc. (ALV) | 86,290 | $5.8B | 0.12% | |
| 23 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 102,100 | $2.8B | 0.06% | |
| 24 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.4B | 0.03% | |
| 25 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.3B | 0.03% | |
| 26 | BILSPDR Bloomberg 1-3 Month T-B (BIL) | 11,910 | $1.1B | 0.02% | |
| 27 | DWDMorgan Stanley (MS) | 10,000 | $790.0M | 0.02% | |
| 28 | UNPUnion Pacific Corp (UNP) | 2,032 | $396.0M | 0.01% | |
| 29 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $267.0M | 0.01% | |
| 30 | MMM3M Company (MMM) | 2,368 | $262.0M | 0.01% | |
| 31 | FTITechnipfmc PLC (FTI) | 15,500 | $131.0M | 0.00% |