GREENHAVEN ASSOCIATES INC Q4 2023 Filing
Filed January 9, 2024
Portfolio Value
$9.4B
Holdings
27
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLennar Corporation - A (LEN) | 9,042,711 | $1.3T | 14369.07% | |
| 2 | GSGoldman Sachs (GS) | 2,330,477 | $899.0B | 9585.18% | |
| 3 | TRVCCitigroup Inc (C) | 16,113,305 | $828.9B | 8837.16% | |
| 4 | GMGeneral Motors Co (GM) | 23,038,258 | $827.5B | 8822.94% | |
| 5 | JPMJ P Morgan Chase (JPM) | 4,723,504 | $803.5B | 8566.35% | |
| 6 | RHCRH PLC (CRH) | 11,141,937 | $770.6B | 8215.67% | |
| 7 | PHMPulteGroup Inc. (PHM) | 5,726,368 | $591.1B | 6301.88% | |
| 8 | TOLToll Brothers, Inc. (TOL) | 5,544,987 | $570.0B | 6076.85% | |
| 9 | WRKUSDWestrock CO (WRK) | 13,410,621 | $556.8B | 5936.54% | |
| 10 | DHID R Horton, Inc. (DHI) | 3,547,948 | $539.2B | 5748.98% | |
| 11 | IPInternational Paper Co (IP) | 9,835,395 | $355.5B | 3790.77% | |
| 12 | OSKOshkosh Corp (OSK) | 2,469,789 | $267.7B | 2854.67% | |
| 13 | LEALear Corporation (LEA) | 1,792,860 | $253.2B | 2699.22% | |
| 14 | ARWArrow Electronics Inc (ARW) | 1,826,528 | $223.3B | 2380.69% | |
| 15 | AVTAvnet Inc (AVT) | 3,834,799 | $193.3B | 2060.63% | |
| 16 | MTHMeritage Homes Corp (MTH) | 826,791 | $144.0B | 1535.57% | |
| 17 | TEXTerex Corp (TEX) | 1,456,700 | $83.7B | 892.41% | |
| 18 | LENLennar Corporation - B SHS (LEN/B) | 569,409 | $76.3B | 813.80% | |
| 19 | NOVNOV INC (NOV) | 1,590,400 | $32.3B | 343.88% | |
| 20 | GGenpact LTD (G) | 302,805 | $10.5B | 112.06% | |
| 21 | AG8Agilent Technologies, Inc. (A) | 10,700 | $1.5B | 15.86% | |
| 22 | SCHWCharles Schwab Corporation (SCHW) | 20,000 | $1.4B | 14.67% | |
| 23 | DWDMorgan Stanley (MS) | 10,000 | $932.5M | 9.94% | |
| 24 | UNPUnion Pacific Corp (UNP) | 2,032 | $499.1M | 5.32% | |
| 25 | BRK/BBerkshire Hathaway Inc. Class B (BRK/B) | 1,001 | $357.0M | 3.81% | |
| 26 | FTITechnipfmc PLC (FTI) | 15,500 | $312.2M | 3.33% | |
| 27 | MMM3M Company (MMM) | 2,368 | $258.9M | 2.76% |