GREENHAVEN ASSOCIATES INC — 13F holdings

GREENHAVEN ASSOCIATES INC reported 28 holdings worth $8.66B in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. LEN LENNAR CORP — $1.02B (11.8%)
2. General Motors Co (GM) — $992M (11.5%)
3. TOL TOLL BROTHERS INC — $928M (10.7%)
4. BDX BECTON DICKINSON & CO — $860M (9.9%)
5. PHM PULTE GROUP INC — $749M (8.6%)
6. DHI D R HORTON INC — $571M (6.6%)
7. ICLR ICON PLC — $539M (6.2%)
8. ACN ACCENTURE PLC IRELAND — $421M (4.9%)
9. OSK OSHKOSH CORP — $393M (4.5%)
10. ARW ARROW ELECTRS INC — $376M (4.3%)