GREENHAVEN ASSOCIATES INC Q4 2022 Filing
Filed January 10, 2023
Portfolio Value
$5.6B
Holdings
32
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,264,265 | $838.4B | 14884.52% | |
| 2 | GSGoldman Sachs (GS) | 2,180,876 | $748.9B | 13294.79% | |
| 3 | JPMJ P Morgan Chase (JPM) | 4,795,784 | $643.1B | 11417.31% | |
| 4 | GMGeneral Motors Co (GM) | 15,319,003 | $515.3B | 9148.75% | |
| 5 | WHRWhirlpool Corp (WHR) | 2,708,575 | $383.2B | 6802.21% | |
| 6 | WRKUSDWestrock CO (WRK) | 9,934,524 | $349.3B | 6201.14% | |
| 7 | TRVCCitigroup Inc (C) | 7,682,300 | $347.5B | 6168.69% | |
| 8 | DHID R Horton, Inc. (DHI) | 3,762,023 | $335.3B | 5953.46% | |
| 9 | TOLToll Brothers, Inc. (TOL) | 5,354,869 | $267.3B | 4745.68% | |
| 10 | PHMPulteGroup Inc. (PHM) | 5,623,990 | $256.1B | 4545.88% | |
| 11 | IPInternational Paper Co (IP) | 6,081,825 | $210.6B | 3739.05% | |
| 12 | OSKOshkosh Corp (OSK) | 1,737,674 | $153.2B | 2720.59% | |
| 13 | LEALear Corporation (LEA) | 1,035,050 | $128.4B | 2278.92% | |
| 14 | SWKStanley Black & Decker INC (SWK) | 1,289,757 | $96.9B | 1720.04% | |
| 15 | MTHMeritage Homes Corp (MTH) | 819,751 | $75.6B | 1341.80% | |
| 16 | RHCRH PLC - Sponsored ADR (CRH) | 1,808,045 | $71.9B | 1277.20% | |
| 17 | AVTAvnet Inc (AVT) | 1,340,170 | $55.7B | 989.28% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 579,464 | $43.3B | 769.29% | |
| 19 | BACBank of America Corp (BAC) | 1,254,500 | $41.5B | 737.63% | |
| 20 | GILGildan Activewear Inc (GIL) | 1,123,600 | $30.8B | 546.56% | |
| 21 | PSQUSDProshares Short QQQ (PSQ) | 1,005,000 | $14.8B | 262.63% | |
| 22 | SH1USDProshares Short S&P500 (SH) | 695,000 | $11.1B | 197.79% | |
| 23 | ALVAutoliv Inc. (ALV) | 78,040 | $6.0B | 106.10% | |
| 24 | MDC1USDM.D.C. Holdings, Inc. (MDC) | 66,559 | $2.1B | 37.34% | |
| 25 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.7B | 29.56% | |
| 26 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.6B | 28.43% | |
| 27 | BILSPDR Bloomberg 1-3 Month T-B (BIL) | 11,655 | $1.1B | 18.93% | |
| 28 | DWDMorgan Stanley (MS) | 10,000 | $850.2M | 15.09% | |
| 29 | UNPUnion Pacific Corp (UNP) | 2,032 | $420.8M | 7.47% | |
| 30 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $309.2M | 5.49% | |
| 31 | MMM3M Company (MMM) | 2,368 | $284.0M | 5.04% | |
| 32 | FTITechnipfmc PLC (FTI) | 15,500 | $188.9M | 3.35% |