GREENHAVEN ASSOCIATES INC Q4 2018 Filing
Filed January 14, 2019
Portfolio Value
$5.2T
Holdings
23
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GMGeneral Motors Co (GM) | 20,391,537 | $682.1B | 13.15% | |
| 2 | TRVCCitigroup (C) | 12,231,251 | $636.8B | 12.28% | |
| 3 | GSGoldman Sachs (GS) | 3,352,927 | $560.1B | 10.80% | |
| 4 | EADSYAirbus Group NV (EADSY) | 23,129,156 | $550.0B | 10.60% | |
| 5 | JPMJ P Morgan Chase (JPM) | 5,052,884 | $493.3B | 9.51% | |
| 6 | FDXFedEx Corp (FDX) | 2,729,517 | $440.4B | 8.49% | |
| 7 | LENLennar Corporation - A (LEN) | 9,351,491 | $366.1B | 7.06% | |
| 8 | WHRWhirlpool Corp (WHR) | 2,833,882 | $302.9B | 5.84% | |
| 9 | DHID R Horton, Inc. (DHI) | 8,618,221 | $298.7B | 5.76% | |
| 10 | FFord Motor Co (F) | 32,790,648 | $250.8B | 4.84% | |
| 11 | PHMPulteGroup (PHM) | 6,896,895 | $179.3B | 3.46% | |
| 12 | TOLToll Brothers, Inc. (TOL) | 4,375,225 | $144.1B | 2.78% | |
| 13 | PWRQuanta Services Inc (PWR) | 2,730,550 | $82.2B | 1.58% | |
| 14 | TPHTri Pointe Group, Inc. (TPH) | 4,920,299 | $53.8B | 1.04% | |
| 15 | TMHCTaylor Morrison Home Corp (TMHC) | 2,798,238 | $44.5B | 0.86% | |
| 16 | ACMAECOM (ACM) | 1,644,689 | $43.6B | 0.84% | |
| 17 | ADNTAdient PLC (ADNT) | 1,792,648 | $27.0B | 0.52% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 574,989 | $18.0B | 0.35% | |
| 19 | MMM3M Company (MMM) | 50,000 | $9.5B | 0.18% | |
| 20 | MTHMeritage Homes Corp (MTH) | 73,325 | $2.7B | 0.05% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $722.0M | 0.01% | |
| 22 | AMTTD Ameritrade (AMTD) | 7,170 | $351.0M | 0.01% | |
| 23 | UNPUnion Pacific Corp (UNP) | 2,032 | $281.0M | 0.01% |