GREENHAVEN ASSOCIATES INC Q3 2024 Filing

Filed October 2, 2024

Portfolio Value

$8.5B

Holdings

24

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
LENLennar Corporation - A (LEN)
9,087,186$1.7T19977.88%
2
GMGeneral Motors Co (GM)
23,830,856$1.1T12530.56%
3
TRVCCitigroup Inc (C)
16,883,391$1.1T12393.65%
4
RHCRH PLC (CRH)
11,155,273$1.0T12131.44%
5
TOLToll Brothers, Inc. (TOL)
5,542,130$856.2B10040.20%
6
PHMPulteGroup Inc. (PHM)
5,593,179$802.8B9413.83%
7
DHID R Horton, Inc. (DHI)
3,671,505$700.4B8213.33%
8
OSKOshkosh Corp (OSK)
2,536,484$254.2B2980.63%
9
ARWArrow Electronics Inc (ARW)
1,884,373$250.3B2935.14%
10
AVTAvnet Inc (AVT)
3,924,652$213.1B2499.46%
11
LEALear Corporation (LEA)
1,819,646$198.6B2329.03%
12
MTHMeritage Homes Corp (MTH)
744,363$152.6B1790.00%
13
TEXTerex Corp (TEX)
1,499,843$79.4B930.57%
14
LENLennar Corporation - B SHS (LEN/B)
364,331$63.0B738.85%
15
GGenpact LTD (G)
1,243,813$48.8B571.90%
16
NOVNOV INC (NOV)
2,035,376$32.5B381.17%
17
GSGoldman Sachs (GS)
9,040$4.5B52.48%
18
IPInternational Paper Co (IP)
35,288$1.7B20.21%
19
AG8Agilent Technologies, Inc. (A)
10,700$1.6B18.63%
20
SCHWCharles Schwab Corporation (SCHW)
20,000$1.3B15.20%
21
JPMJ P Morgan Chase (JPM)
5,000$1.1B12.36%
22
DWDMorgan Stanley (MS)
10,000$1.0B12.22%
23
UNPUnion Pacific Corp (UNP)
2,032$500.8M5.87%
24
BRK/BBerkshire Hathaway Inc. Class B (BRK/B)
1,001$460.7M5.40%