Livermore

GREENHAVEN ASSOCIATES INC

Superinvestor

Greenhaven Associates

SEC CIK
0000846222
Manager
Edgar Wachenheim III
Style
Value

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 28, 2026.SEC

Positions
28
+1 vs. Q1 2026
Total value
$8.66B
+$2.59B (+42.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

GREENHAVEN ASSOCIATES INC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
LENLENNAR CORPCL A11,316,279$1.02B11.82%+684,148+6.4%AddedView
General Motors Co (GM)35045V100COMMON12,873,506$992.29M11.46%+347,371+2.8%Added–
TOLTOLL BROTHERS INCCOM5,630,109$927.56M10.71%−15,200−0.3%ReducedView
BDXBECTON DICKINSON & CO COMStock5,681,708$859.81M9.93%+5,681,708NewView
PHMPULTE GROUP INCCOM5,455,949$748.61M8.64%−41,160−0.7%ReducedView
DHID R HORTON INCCOM3,505,800$571.02M6.59%+38,880+1.1%AddedView
ICLRICON PLCCOM3,100,615$538.61M6.22%+1,098,204+54.8%AddedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock3,384,681$421.19M4.86%+3,384,681NewView
OSKOSHKOSH CORPCOM2,558,680$392.71M4.53%+27,675+1.1%AddedView
ARWARROW ELECTRS INCCOM1,764,153$376.49M4.35%−131,707−6.9%ReducedView
AVTAVNET INCCOM3,772,861$335.11M3.87%−147,651−3.8%ReducedView
BAXBAXTER INTL INC COMStock14,285,228$304.56M3.52%−22,460−0.2%ReducedView
AVTRAVANTOR INCCOM24,637,310$243.91M2.82%+2,043,472+9.0%AddedView
LEALEAR CORPCOM NEW1,455,933$195.18M2.25%−241,436−14.2%ReducedView
SLBSLB LIMITED COM STKStock3,802,344$176.77M2.04%−862,233−18.5%ReducedView
IQVIQVIA HLDGS INC COMStock768,045$148.4M1.71%+768,045NewView
MTHMERITAGE HOMES CORPCOM1,297,494$108.79M1.26%−157,355−10.8%ReducedView
NOVNOV INCCOM5,620,019$104.25M1.20%−131,319−2.3%ReducedView
DNOWDNOW INCCOM4,343,617$56.34M0.65%+3,519,130+426.8%AddedView
VANGUARD INSTL INDEX FD9220408450 3 MO TR BI ETF662,000$50.1M0.58%−534,425−44.7%Reduced–
EPAMEPAM SYS INCCOM587,300$46.6M0.54%+587,300NewView
LEN.BLENNAR CORPCL B364,059$32.3M0.37%00.0%UnchangedView
CRHCRH PLCORD17,500$1.87M0.02%00.0%UnchangedView
AAGILENT TECHNOLOGIES INCCOM10,700$1.42M0.02%00.0%UnchangedView
SCHWCHARLES SCHWAB CORP (THE) COMStock12,500$1.15M0.01%00.0%UnchangedView
JPMJPMORGAN CHASE & CO COMStock2,500$818.33K0.01%−1,500−37.5%ReducedView
UNPUNION PAC CORP COMStock2,032$552.7K0.01%00.0%UnchangedView
GGENPACT LIMITEDSHS10,000$275K0.00%00.0%UnchangedView

Sold out since Q1 2026 (3)

Positions held at the end of Q1 2026 that are no longer in this filing.

GREENHAVEN ASSOCIATES INC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
TAYLOR MORRISON HOME CORP87724P106COM270,608$15.76M0.26%
TEXTEREX CORP NEW COMStock10,922$645.49K0.01%
STLASTELLANTIS N.VSHS37,000$262.33K0.00%

13F filings by quarter

GREENHAVEN ASSOCIATES INC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 28, 202628$8.66Bvs. Q1 2026SEC
Q1 2026Apr 6, 202627$6.07Bvs. Q4 2025SEC
Q4 2025Jan 7, 202630$6.17Bvs. Q3 2025SEC
Q3 2025Nov 4, 202527$6.58Bvs. Q2 2025SEC
Q2 2025Jul 8, 202525$6.72Bvs. Q1 2025SEC
Q1 2025Apr 2, 202526$6.29Bvs. Q4 2024SEC
Q4 2024Jan 17, 202524$6.76Bvs. Q3 2024SEC
Q3 2024Oct 2, 202424$8.53Bvs. Q2 2024SEC
Q2 2024Jul 15, 202425$7.61Bvs. Q1 2024SEC
Q1 2024Apr 26, 202427$10.86Bvs. Q4 2023SEC
Q4 2023Jan 9, 202427$9.38Bvs. Q3 2023SEC
Q3 2023Oct 3, 202329$7.71Bvs. Q2 2023SEC
Q2 2023Jul 13, 202329$7.53Bvs. Q1 2023SEC
Q1 2023Apr 4, 202332$6.44Bvs. Q4 2022SEC
Q4 2022Jan 10, 202332$5.63Bvs. Q3 2022SEC
Q3 2022Oct 5, 202231$4.75Bvs. Q2 2022SEC
Q2 2022Aug 1, 202227$4.63Bvs. Q1 2022SEC
Q1 2022May 4, 202222$3.77Bvs. Q4 2021SEC
Q4 2021Jan 18, 202221$3.95Bvs. Q3 2021SEC
Q3 2021Oct 12, 202119$3Bvs. Q2 2021SEC
Q2 2021Aug 2, 202120$3.42Bvs. Q1 2021SEC
Q1 2021May 13, 202124$4.43B–SEC