GREENHAVEN ASSOCIATES INC Q3 2023 Filing
Filed October 3, 2023
Portfolio Value
$7.7T
Holdings
29
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 8,982,250 | $1.0T | 13.07% | |
| 2 | GSGoldman Sachs (GS) | 2,333,937 | $755.2B | 9.79% | |
| 3 | GMGeneral Motors Co (GM) | 22,219,988 | $732.6B | 9.50% | |
| 4 | JPMJ P Morgan Chase (JPM) | 4,719,004 | $684.3B | 8.87% | |
| 5 | RHCRH PLC (CRH) | 11,038,427 | $604.1B | 7.83% | |
| 6 | TRVCCitigroup Inc (C) | 13,164,793 | $541.5B | 7.02% | |
| 7 | WRKUSDWestrock CO (WRK) | 13,519,770 | $484.0B | 6.28% | |
| 8 | PHMPulteGroup Inc. (PHM) | 5,702,018 | $422.2B | 5.47% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,553,907 | $410.8B | 5.33% | |
| 10 | DHID R Horton, Inc. (DHI) | 3,513,582 | $377.6B | 4.90% | |
| 11 | IPInternational Paper Co (IP) | 9,809,755 | $348.0B | 4.51% | |
| 12 | LEALear Corporation (LEA) | 1,789,830 | $240.2B | 3.11% | |
| 13 | OSKOshkosh Corp (OSK) | 2,458,689 | $234.6B | 3.04% | |
| 14 | ARWArrow Electronics Inc (ARW) | 1,757,128 | $220.1B | 2.85% | |
| 15 | WHRWhirlpool Corp (WHR) | 1,585,070 | $211.9B | 2.75% | |
| 16 | AVTAvnet Inc (AVT) | 3,772,089 | $181.8B | 2.36% | |
| 17 | MTHMeritage Homes Corp (MTH) | 813,950 | $99.6B | 1.29% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 569,024 | $58.2B | 0.75% | |
| 19 | TEXTerex Corp (TEX) | 723,010 | $41.7B | 0.54% | |
| 20 | NOVNOV INC (NOV) | 1,561,900 | $32.6B | 0.42% | |
| 21 | GILGildan Activewear Inc (GIL) | 561,734 | $15.7B | 0.20% | |
| 22 | ALVAutoliv Inc. (ALV) | 40,285 | $3.9B | 0.05% | |
| 23 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.2B | 0.02% | |
| 24 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.1B | 0.01% | |
| 25 | DWDMorgan Stanley (MS) | 10,000 | $816.7M | 0.01% | |
| 26 | UNPUnion Pacific Corp (UNP) | 2,032 | $413.8M | 0.01% | |
| 27 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $350.6M | 0.00% | |
| 28 | FTITechnipfmc PLC (FTI) | 15,500 | $315.3M | 0.00% | |
| 29 | MMM3M Company (MMM) | 2,368 | $221.7M | 0.00% |