GREENHAVEN ASSOCIATES INC
大師Greenhaven
- SEC CIK
- 0000846222
- 主理人
- 艾德加·瓦肯海姆
- 風格
- 價值
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/28。SEC
- 持股檔數
- 28
- 較 2026 年第 1 季 +1
- 總值
- $86.61 億
- 較 2026 年第 1 季 +$25.89 億 (+42.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| LENLENNAR CORP | CL A | 11,316,279 | $10.24 億 | 11.82% | +684,148+6.4% | 加碼 | 查看 |
| General Motors Co (GM)35045V100 | COMMON | 12,873,506 | $9.92 億 | 11.46% | +347,371+2.8% | 加碼 | – |
| TOLTOLL BROTHERS INC | COM | 5,630,109 | $9.28 億 | 10.71% | −15,200−0.3% | 減碼 | 查看 |
| BDXBECTON DICKINSON & CO COM | Stock | 5,681,708 | $8.6 億 | 9.93% | +5,681,708 | 新進 | 查看 |
| PHMPULTE GROUP INC | COM | 5,455,949 | $7.49 億 | 8.64% | −41,160−0.7% | 減碼 | 查看 |
| DHID R HORTON INC | COM | 3,505,800 | $5.71 億 | 6.59% | +38,880+1.1% | 加碼 | 查看 |
| ICLRICON PLC | COM | 3,100,615 | $5.39 億 | 6.22% | +1,098,204+54.8% | 加碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 3,384,681 | $4.21 億 | 4.86% | +3,384,681 | 新進 | 查看 |
| OSKOSHKOSH CORP | COM | 2,558,680 | $3.93 億 | 4.53% | +27,675+1.1% | 加碼 | 查看 |
| ARWARROW ELECTRS INC | COM | 1,764,153 | $3.76 億 | 4.35% | −131,707−6.9% | 減碼 | 查看 |
| AVTAVNET INC | COM | 3,772,861 | $3.35 億 | 3.87% | −147,651−3.8% | 減碼 | 查看 |
| BAXBAXTER INTL INC COM | Stock | 14,285,228 | $3.05 億 | 3.52% | −22,460−0.2% | 減碼 | 查看 |
| AVTRAVANTOR INC | COM | 24,637,310 | $2.44 億 | 2.82% | +2,043,472+9.0% | 加碼 | 查看 |
| LEALEAR CORP | COM NEW | 1,455,933 | $1.95 億 | 2.25% | −241,436−14.2% | 減碼 | 查看 |
| SLBSLB LIMITED COM STK | Stock | 3,802,344 | $1.77 億 | 2.04% | −862,233−18.5% | 減碼 | 查看 |
| IQVIQVIA HLDGS INC COM | Stock | 768,045 | $1.48 億 | 1.71% | +768,045 | 新進 | 查看 |
| MTHMERITAGE HOMES CORP | COM | 1,297,494 | $1.09 億 | 1.26% | −157,355−10.8% | 減碼 | 查看 |
| NOVNOV INC | COM | 5,620,019 | $1.04 億 | 1.20% | −131,319−2.3% | 減碼 | 查看 |
| DNOWDNOW INC | COM | 4,343,617 | $5,633.67 萬 | 0.65% | +3,519,130+426.8% | 加碼 | 查看 |
| VANGUARD INSTL INDEX FD922040845 | 0 3 MO TR BI ETF | 662,000 | $5,010.02 萬 | 0.58% | −534,425−44.7% | 減碼 | – |
| EPAMEPAM SYS INC | COM | 587,300 | $4,660.23 萬 | 0.54% | +587,300 | 新進 | 查看 |
| LEN.BLENNAR CORP | CL B | 364,059 | $3,229.57 萬 | 0.37% | 00.0% | 不變 | 查看 |
| CRHCRH PLC | ORD | 17,500 | $187.25 萬 | 0.02% | 00.0% | 不變 | 查看 |
| AAGILENT TECHNOLOGIES INC | COM | 10,700 | $142.13 萬 | 0.02% | 00.0% | 不變 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 12,500 | $115.34 萬 | 0.01% | 00.0% | 不變 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 2,500 | $81.83 萬 | 0.01% | −1,500−37.5% | 減碼 | 查看 |
| UNPUNION PAC CORP COM | Stock | 2,032 | $55.27 萬 | 0.01% | 00.0% | 不變 | 查看 |
| GGENPACT LIMITED | SHS | 10,000 | $27.5 萬 | 0.00% | 00.0% | 不變 | 查看 |