Greenhaven Associates Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Greenhaven Associates Inc. reported 28 stock positions worth $8.7 billion. Its top holding was Lennar Class A (LEN) at 11.8% of the portfolio, followed by General Motors Co (GM) (11.5%) and Toll Brothers (TOL, 10.7%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 7 and reduced 11. The biggest buy was a new position in Becton Dickinson and (BDX) and the biggest sale Pultegroup (PHM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $8.7B (Q2 2026)
- SEC Filing
- 0001213900-26-082192 ↗ filed Jul 28, 2026
Holdings Value
Holdings 28 stocks · $8.7B
| LEN Lennar Corp. Class A | 11.82% | 11,316,279 | $1.0B | Add +6.4% |
| General Motors Co (GM) | 11.46% | 12,873,506 | $992.3M | Add +2.8% |
| TOL Toll Brothers Inc. | 10.71% | 5,630,109 | $927.6M | Reduce -0.3% |
| BDX Becton Dickinson and Co. | 9.93% | 5,681,708 | $859.8M | New |
| PHM Pultegroup Inc. | 8.64% | 5,455,949 | $748.6M | Reduce -0.8% |
| DHI D.R. Horton Inc. | 6.59% | 3,505,800 | $571.0M | Add +1.1% |
| ICLR Icon PLC filed as ICON PUB LTD CO | 6.22% | 3,100,615 | $538.6M | Add +54.8% |
| ACN Accenture PLC Class A | 4.86% | 3,384,681 | $421.2M | New |
| OSK Oshkosh Corp. | 4.53% | 2,558,680 | $392.7M | Add +1.1% |
| ARW Arrow Electronics Inc. | 4.35% | 1,764,153 | $376.5M | Reduce -7.0% |
| AVT Avnet Inc. | 3.87% | 3,772,861 | $335.1M | Reduce -3.8% |
| BAX Baxter International Inc. | 3.52% | 14,285,228 | $304.6M | Reduce -0.2% |
| AVTR Avantor Inc. | 2.82% | 24,637,310 | $243.9M | Add +9.0% |
| LEA Lear Corp. | 2.25% | 1,455,933 | $195.2M | Reduce -14.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 2.04% | 3,802,344 | $176.8M | Reduce -18.5% |
| IQV Iqvia Holdings Inc. | 1.71% | 768,045 | $148.4M | New |
| MTH Meritage Homes Corp. | 1.26% | 1,297,494 | $108.8M | Reduce -10.8% |
| NOV Nov Inc. | 1.20% | 5,620,019 | $104.3M | Reduce -2.3% |
| DNOW Dnow Inc. | 0.65% | 4,343,617 | $56.3M | Add +426.8% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.58% | 662,000 | $50.1M | Reduce -44.7% |
| EPAM Epam Systems Inc. | 0.54% | 587,300 | $46.6M | New |
| LEN.B Lennar Corp. Class B | 0.37% | 364,059 | $32.3M | No change |
| CRH CRH PLC | 0.02% | 17,500 | $1.9M | No change |
| A Agilent Technologies Inc. | 0.02% | 10,700 | $1.4M | No change |
| SCHW Schwab (charles) Corp. | 0.01% | 12,500 | $1.2M | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 2,500 | $818K | Reduce -37.5% |
| UNP Union Pacific Corp. | 0.01% | 2,032 | $553K | No change |
| G Genpact Ltd. | 0.00% | 10,000 | $275K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| PHM Pultegroup Inc. | Reduce -0.8% | 8.64% | −2.00 |
| TOL Toll Brothers Inc. | Reduce -0.3% | 10.71% | −1.98 |
| SLB SLB Ltd. | Reduce -18.5% | 2.04% | −1.91 |
| LEA Lear Corp. | Reduce -14.2% | 2.25% | −1.13 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -44.7% | 0.58% | −0.91 |
| NOV Nov Inc. | Reduce -2.3% | 1.20% | −0.58 |
| BAX Baxter International Inc. | Reduce -0.2% | 3.52% | −0.44 |
| TMHC Taylor Morrison Home Corp. | Sold out | 0.00% | −0.26 |
| MTH Meritage Homes Corp. | Reduce -10.8% | 1.26% | −0.23 |
| ARW Arrow Electronics Inc. | Reduce -7.0% | 4.35% | −0.13 |
| AVT Avnet Inc. | Reduce -3.8% | 3.87% | −0.11 |
| TEX Terex Corp. | Sold out | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -37.5% | 0.01% | −0.01 |
| STLA Stellantis NV | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| BDX Becton Dickinson and Co. | New | 9.93% | +9.93 |
| ACN Accenture PLC Class A | New | 4.86% | +4.86 |
| ICLR Icon PLC | Add +54.8% | 6.22% | +2.57 |
| IQV Iqvia Holdings Inc. | New | 1.71% | +1.71 |
| EPAM Epam Systems Inc. | New | 0.54% | +0.54 |
| DNOW Dnow Inc. | Add +426.8% | 0.65% | +0.49 |
| AVTR Avantor Inc. | Add +9.0% | 2.82% | −0.10 |
| DHI D.R. Horton Inc. | Add +1.1% | 6.59% | −1.24 |
| OSK Oshkosh Corp. | Add +1.1% | 4.53% | −1.60 |
| LEN Lennar Corp. Class A | Add +6.4% | 11.82% | −3.38 |
| General Motors Co (GM) | Add +2.8% | 11.46% | −3.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $8.7B | LEN, General Motors Co (GM), TOL, BDX, PHM |
| Q1 2026 | 27 | $6.1B | General Motors Co (GM), LEN, TOL, PHM, DHI |
| Q4 2025 | 30 | $6.2B | General Motors Co (GM), LEN, TOL, PHM, DHI |
| Q3 2025 | 27 | $6.6B | General Motors Co (GM), LEN, TOL, PHM, DHI |
| Q2 2025 | 25 | $6.7B | C, General Motors Co (GM), LEN, TOL, PHM |
| Q1 2025 | 26 | $6.3B | C, General Motors Co (GM), LEN, TOL, PHM |
| Q4 2024 | 24 | $6.8B | General Motors Co (GM), LEN, C, TOL, PHM |
| Q3 2024 | 24 | $8.5B | LEN, General Motors Co (GM), C, CRH, TOL |
| Q2 2024 | 25 | $7.6B | LEN, General Motors Co (GM), C, CRH, TOL |
| Q1 2024 | 27 | $10.9B | LEN, General Motors Co (GM), C, GS, CRH |