Funds › Greenhaven Associates Inc
Greenhaven Associates Inc
13F for Q3 2026, filed Oct 26, 2026. 27 positions worth $8.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | LEN Lennar Corporation Class A | 13.06M | $1.1B | 13.4% | +15.4% | 13F ↗ |
| 2 | BDX Becton, Dickinson and Company | 5.90M | $1.1B | 13.3% | +3.9% | 13F ↗ |
| 3 | General Motors Co GM | 12.91M | $993.8M | 12.5% | +0.3% | 13F ↗ |
| 4 | TOL Toll Brothers, Inc. | 5.61M | $756.5M | 9.5% | -0.3% | 13F ↗ |
| 5 | PHM PulteGroup, Inc. | 5.39M | $626.1M | 7.9% | -1.1% | 13F ↗ |
| 6 | ICLR ICON plc | 3.07M | $521.7M | 6.6% | -1.0% | 13F ↗ |
| 7 | DHI D.R. Horton, Inc. | 3.75M | $513.0M | 6.4% | +7.1% | 13F ↗ |
| 8 | AVTR Avantor, Inc. | 24.36M | $366.6M | 4.6% | -1.1% | 13F ↗ |
| 9 | ARW Arrow Electronics, Inc. | 1.49M | $337.5M | 4.2% | -15.7% | 13F ↗ |
| 10 | OSK Oshkosh Corporation | 2.53M | $325.6M | 4.1% | -1.2% | 13F ↗ |
| 11 | AVT Avnet, Inc. | 3.21M | $320.4M | 4.0% | -15.0% | 13F ↗ |
| 12 | BAX Baxter International Inc. | 12.40M | $297.5M | 3.7% | -13.2% | 13F ↗ |
| 13 | SLB SLB Limited | 3.75M | $182.7M | 2.3% | -1.4% | 13F ↗ |
| 14 | IQV IQVIA Holdings, Inc. | 544,925 | $146.5M | 1.8% | -29.1% | 13F ↗ |
| 15 | NOV NOV Inc. | 5.28M | $98.9M | 1.2% | -6.0% | 13F ↗ |
| 16 | LEA Lear Corporation | 834,527 | $98.5M | 1.2% | -42.7% | 13F ↗ |
| 17 | MTH Meritage Homes Corporation | 1.37M | $86.0M | 1.1% | +5.4% | 13F ↗ |
| 18 | DNOW DNOW Inc. | 4.38M | $67.8M | 0.9% | +0.8% | 13F ↗ |
| 19 | Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 858,916 | $65.0M | 0.8% | +29.7% | 13F ↗ |
| 20 | LEN-B Lennar Corporation Class B | 365,959 | $29.3M | 0.4% | +0.5% | 13F ↗ |
| 21 | A Agilent Technologies, Inc. | 10,700 | $1.8M | <0.1% | Unchanged | 13F ↗ |
| 22 | CRH Crh plc | 17,500 | $1.4M | <0.1% | Unchanged | 13F ↗ |
| 23 | SCHW Charles Schwab Corporation | 10,500 | $1.0M | <0.1% | -16.0% | 13F ↗ |
| 24 | UNP Union Pacific Corporation | 2,032 | $553.0K | <0.1% | Unchanged | 13F ↗ |
| 25 | JPM JPMorgan Chase & Co. | 1,000 | $330.8K | <0.1% | -60.0% | 13F ↗ |
| 26 | G Genpact Limited | 10,000 | $325.3K | <0.1% | Unchanged | 13F ↗ |
| 27 | BBWI Bath & Body Works, Inc. | 10,000 | $159.2K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
1 new, 8 added to, 14 trimmed, 2 exited, 4 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| BBWI Bath & Body Works, Inc. | 10,000 | New | $159.2K |
Added to (8)
| LEN Lennar Corporation Class A | 13.06M | +15.4% | $141.9M |
| BDX Becton, Dickinson and Company | 5.90M | +3.9% | $39.9M |
| DHI D.R. Horton, Inc. | 3.75M | +7.1% | $33.9M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 858,916 | +29.7% | $14.9M |
| MTH Meritage Homes Corporation | 1.37M | +5.4% | $4.4M |
| General Motors Co GM | 12.91M | +0.3% | $2.6M |
| DNOW DNOW Inc. | 4.38M | +0.8% | $520.4K |
| LEN-B Lennar Corporation Class B | 365,959 | +0.5% | $152.0K |
Trimmed (14)
| LEA Lear Corporation | 834,527 | -42.7% | -$73.3M |
| ARW Arrow Electronics, Inc. | 1.49M | -15.7% | -$63.0M |
| IQV IQVIA Holdings, Inc. | 544,925 | -29.1% | -$60.0M |
| AVT Avnet, Inc. | 3.21M | -15.0% | -$56.7M |
| BAX Baxter International Inc. | 12.40M | -13.2% | -$45.3M |
| PHM PulteGroup, Inc. | 5.39M | -1.1% | -$7.1M |
| NOV NOV Inc. | 5.28M | -6.0% | -$6.3M |
| ICLR ICON plc | 3.07M | -1.0% | -$5.4M |
| AVTR Avantor, Inc. | 24.36M | -1.1% | -$4.2M |
| OSK Oshkosh Corporation | 2.53M | -1.2% | -$4.0M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 26, 2026 | 13F-HR | 27 | $8.0B | Current | SEC ↗ |
| Q2 2026 | Jul 28, 2026 | 13F-HR | 28 | $8.7B | Current | SEC ↗ |
| Q1 2026 | Apr 6, 2026 | 13F-HR | 27 | $6.1B | Current | SEC ↗ |
| Q4 2025 | Jan 7, 2026 | 13F-HR | 30 | $6.2B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 27 | $6.6B | Current | SEC ↗ |
| Q2 2025 | Jul 8, 2025 | 13F-HR | 25 | $6.7B | Current | SEC ↗ |
| Q1 2025 | Apr 2, 2025 | 13F-HR | 26 | $6.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer