Greenhaven Associates Inc 13F 持仓 · 2026年Q2
Greenhaven Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 86.61 亿美元。前几大持仓：LEN（11.82%）、TOL（10.71%）。本季前 25 大持仓中：新建仓 4 只、增持 7 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LEN | Lennar Corporation - A (LEN) | $1.02B | 11.82% | 11.3M | 增持 |
| 2 | General Motors Co (GM) | $992.3M | 11.46% | 12.9M | 增持 | |
| 3 | TOL | Toll Brothers, Inc. (TOL) | $927.6M | 10.71% | 5.6M | 减持 |
| 4 | BDX | Becton Dickinson & Co (BDX) | $859.8M | 9.93% | 5.7M | 新建仓 |
| 5 | PHM | PulteGroup Inc. (PHM) | $748.6M | 8.64% | 5.5M | 减持 |
| 6 | DHI | D R Horton, Inc. (DHI) | $571.0M | 6.59% | 3.5M | 增持 |
| 7 | ICLR | Icon Plc (ICLR) | $538.6M | 6.22% | 3.1M | 增持 |
| 8 | ACN | Accenture Plc (ACN) | $421.2M | 4.86% | 3.4M | 新建仓 |
| 9 | OSK | Oshkosh Corp (OSK) | $392.7M | 4.53% | 2.6M | 增持 |
| 10 | ARW | Arrow Electronics Inc (ARW) | $376.5M | 4.35% | 1.8M | 减持 |
| 11 | AVT | Avnet Inc (AVT) | $335.1M | 3.87% | 3.8M | 减持 |
| 12 | BAX | Baxter International Inc (BAX) | $304.6M | 3.52% | 14.3M | 减持 |
| 13 | AVTR | Avantor Inc (AVTR) | $243.9M | 2.82% | 24.6M | 增持 |
| 14 | LEA | Lear Corporation (LEA) | $195.2M | 2.25% | 1.5M | 减持 |
| 15 | SLB | SLB Ltd (SLB) | $176.8M | 2.04% | 3.8M | 减持 |
| 16 | IQV | Iqvia Hldgs Inc (IQV) | $148.4M | 1.71% | 768,045 | 新建仓 |
| 17 | MTH | Meritage Homes Corp (MTH) | $108.8M | 1.26% | 1.3M | 减持 |
| 18 | NOV | Nov Inc (NOV) | $104.3M | 1.20% | 5.6M | 减持 |
| 19 | DNOW | Dnow Inc (DNOW) | $56.3M | 0.65% | 4.3M | 增持 |
| 20 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | $50.1M | 0.58% | 662,000 | 减持 |
| 21 | EPAM | Epam Sys Inc (EPAM) | $46.6M | 0.54% | 587,300 | 新建仓 |
| 22 | LENB | Lennar Corporation - B SHS (LEN/B) | $32.3M | 0.37% | 364,059 | 持平 |
| 23 | A | Agilent Technologies, Inc. (A) | $1.4M | 0.02% | 10,700 | 持平 |
| 24 | CRH | CRH Plc (CRH) | $1.9M | 0.02% | 17,500 | 持平 |
| 25 | JPM | J P Morgan Chase (JPM) | $818,325 | 0.01% | 2,500 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR