Greenhaven Associates Inc 13F Holdings · Q2 2026
Greenhaven Associates Inc reported 27 securities worth $8.66B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LEN (11.82%), TOL (10.71%). Among its top 25 positions this quarter: 4 new, 7 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LEN | Lennar Corporation - A (LEN) | $1.02B | 11.82% | 11.3M | Added |
| 2 | General Motors Co (GM) | $992.3M | 11.46% | 12.9M | Added | |
| 3 | TOL | Toll Brothers, Inc. (TOL) | $927.6M | 10.71% | 5.6M | Trimmed |
| 4 | BDX | Becton Dickinson & Co (BDX) | $859.8M | 9.93% | 5.7M | New |
| 5 | PHM | PulteGroup Inc. (PHM) | $748.6M | 8.64% | 5.5M | Trimmed |
| 6 | DHI | D R Horton, Inc. (DHI) | $571.0M | 6.59% | 3.5M | Added |
| 7 | ICLR | Icon Plc (ICLR) | $538.6M | 6.22% | 3.1M | Added |
| 8 | ACN | Accenture Plc (ACN) | $421.2M | 4.86% | 3.4M | New |
| 9 | OSK | Oshkosh Corp (OSK) | $392.7M | 4.53% | 2.6M | Added |
| 10 | ARW | Arrow Electronics Inc (ARW) | $376.5M | 4.35% | 1.8M | Trimmed |
| 11 | AVT | Avnet Inc (AVT) | $335.1M | 3.87% | 3.8M | Trimmed |
| 12 | BAX | Baxter International Inc (BAX) | $304.6M | 3.52% | 14.3M | Trimmed |
| 13 | AVTR | Avantor Inc (AVTR) | $243.9M | 2.82% | 24.6M | Added |
| 14 | LEA | Lear Corporation (LEA) | $195.2M | 2.25% | 1.5M | Trimmed |
| 15 | SLB | SLB Ltd (SLB) | $176.8M | 2.04% | 3.8M | Trimmed |
| 16 | IQV | Iqvia Hldgs Inc (IQV) | $148.4M | 1.71% | 768,045 | New |
| 17 | MTH | Meritage Homes Corp (MTH) | $108.8M | 1.26% | 1.3M | Trimmed |
| 18 | NOV | Nov Inc (NOV) | $104.3M | 1.20% | 5.6M | Trimmed |
| 19 | DNOW | Dnow Inc (DNOW) | $56.3M | 0.65% | 4.3M | Added |
| 20 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | $50.1M | 0.58% | 662,000 | Trimmed |
| 21 | EPAM | Epam Sys Inc (EPAM) | $46.6M | 0.54% | 587,300 | New |
| 22 | LENB | Lennar Corporation - B SHS (LEN/B) | $32.3M | 0.37% | 364,059 | Hold |
| 23 | A | Agilent Technologies, Inc. (A) | $1.4M | 0.02% | 10,700 | Hold |
| 24 | CRH | CRH Plc (CRH) | $1.9M | 0.02% | 17,500 | Hold |
| 25 | JPM | J P Morgan Chase (JPM) | $818,325 | 0.01% | 2,500 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR