GREENHAVEN ASSOCIATES INC Q4 2017 Filing
Filed January 11, 2018
Portfolio Value
$6.6T
Holdings
23
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSGoldman Sachs (GS) | 3,698,245 | $942.2B | 14.22% | |
| 2 | EADSYAirbus Group NV (EADSY) | 35,605,824 | $882.3B | 13.32% | |
| 3 | TRVCCitigroup (C) | 11,615,610 | $864.3B | 13.04% | |
| 4 | FDXFedEx Corp (FDX) | 2,971,901 | $741.6B | 11.19% | |
| 5 | JPMJ P Morgan Chase (JPM) | 6,858,192 | $733.4B | 11.07% | |
| 6 | WHRWhirlpool Corp (WHR) | 2,875,555 | $484.9B | 7.32% | |
| 7 | DHID R Horton, Inc. (DHI) | 8,189,482 | $418.2B | 6.31% | |
| 8 | LENLennar Corporation - A (LEN) | 5,447,723 | $344.5B | 5.20% | |
| 9 | PHMPulteGroup (PHM) | 5,749,401 | $191.2B | 2.89% | |
| 10 | TOLToll Brothers, Inc. (TOL) | 3,941,601 | $189.3B | 2.86% | |
| 11 | —Calatlantic Group (CAA) | 3,071,013 | $173.2B | 2.61% | |
| 12 | FFord Motor Co (F) | 13,146,048 | $164.2B | 2.48% | |
| 13 | ADNTAdient PLC (ADNT) | 1,882,815 | $148.2B | 2.24% | |
| 14 | TPHTri Pointe Group, Inc. (TPH) | 5,154,668 | $92.4B | 1.39% | |
| 15 | —USG Corp (USG) | 2,318,853 | $89.4B | 1.35% | |
| 16 | TMHCTaylor Morrison Home Corp (TMHC) | 2,695,488 | $66.0B | 1.00% | |
| 17 | ACMAECOM (ACM) | 1,599,521 | $59.4B | 0.90% | |
| 18 | LENLennar Corporation - B (LEN/B) | 472,480 | $24.4B | 0.37% | |
| 19 | MMM3M Company (MMM) | 50,000 | $11.8B | 0.18% | |
| 20 | PXGBXPraxair Inc. (PX) | 22,451 | $3.5B | 0.05% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $717.0M | 0.01% | |
| 22 | AMTTD Ameritrade (AMTD) | 7,170 | $367.0M | 0.01% | |
| 23 | UNPUnion Pacific Corp (UNP) | 2,032 | $272.0M | 0.00% |