Greenhaven Associates Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| General Motors Co (GM) | $1.23B | 20.0% |
| LENNAR CORP /NEW | $1.04B | 16.8% |
| Toll Brothers Incorporated | $757.66M | 12.3% |
| PULTEGROUP INC/MI | $648.97M | 10.5% |
| HORTON D R INC /DE | $501.82M | 8.1% |
| OSHKOSH CORP | $316.75M | 5.1% |
| Avantor, Inc. | $234.94M | 3.8% |
| ARROW ELECTRONICS, INC. | $209.34M | 3.4% |
| Baxter International Inc | $204.35M | 3.3% |
| LEAR CORP | $203.53M | 3.3% |
| AVNET INC | $188.90M | 3.1% |
| SLB LIMITED/NV | $178.88M | 2.9% |
| Millrose Properties, Inc. | $137.30M | 2.2% |
| Meritage Homes CORP | $96.42M | 1.6% |
| NOV Inc | $89.80M | 1.5% |
| Vanguard 0-3M T-Bill ETF (VBIL) | $58.29M | 0.9% |
| Lennar Corporation - B SHS (LEN/B) | $34.63M | 0.6% |
| TELEFLEX INC | $14.90M | 0.2% |
| CITIGROUP INC | $3.88M | 0.1% |
| ICON plc | $3.17M | 0.1% |
| ROBERT HALF INC. | $2.84M | 0.0% |
| Taylor Morrison Home Corp | $2.80M | 0.0% |
| CRH PUBLIC LTD CO | $2.50M | 0.0% |
| Agilent Technologies Inc | $1.46M | 0.0% |
| JPMORGAN CHASE & CO | $1.29M | 0.0% |
| SCHWAB CHARLES CORP | $1.25M | 0.0% |
| TEREX CORP | $1.04M | 0.0% |
| Union Pacific Corp | $470.0K | 0.0% |
| Genpact Ltd | $467.8K | 0.0% |
| Stellantis NV (STLA) | $392.0K | 0.0% |