Greenhaven Associates Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 6, 2026), Greenhaven Associates Inc. reported 27 stock positions worth $6.1 billion. Its top holding was General Motors Co (GM) at 15.4% of the portfolio, followed by Lennar Class A (LEN, 15.2%) and Toll Brothers (TOL, 12.7%). Compared with Q4 2025, it opened 1 new position, sold out of 4, added to 11 and reduced 9. The biggest buy was Icon (ICLR, shares +11412%) and the biggest sale General Motors Co (GM) (shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- Purchase, NY
- CIK
- 0000846222
- Portfolio Value
- $6.1B (Q1 2026)
- SEC Filing
- 0001213900-26-040342 ↗ filed Apr 6, 2026
Holdings Value
Holdings 27 stocks · $6.1B
| General Motors Co (GM) | 15.37% | 12,526,135 | $933.2M | Reduce -17.5% |
| LEN Lennar Corp. Class A | 15.21% | 10,632,131 | $923.3M | Add +5.3% |
| TOL Toll Brothers Inc. | 12.69% | 5,645,309 | $770.4M | Add +0.8% |
| PHM Pultegroup Inc. | 10.65% | 5,497,109 | $646.5M | Reduce -0.7% |
| DHI D.R. Horton Inc. | 7.84% | 3,466,920 | $475.7M | Reduce -0.5% |
| OSK Oshkosh Corp. | 6.14% | 2,531,005 | $372.6M | Add +0.4% |
| ARW Arrow Electronics Inc. | 4.48% | 1,895,860 | $271.9M | Reduce -0.2% |
| AVT Avnet Inc. | 3.98% | 3,920,512 | $241.6M | Reduce -0.2% |
| BAX Baxter International Inc. | 3.96% | 14,307,688 | $240.4M | Add +33.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 3.95% | 4,664,577 | $239.7M | Add +0.1% |
| ICLR Icon PLC | 3.65% | 2,002,411 | $221.6M | Add +11412.1% |
| LEA Lear Corp. | 3.38% | 1,697,369 | $205.5M | Reduce -4.4% |
| AVTR Avantor Inc. | 2.92% | 22,593,838 | $177.1M | Add +10.2% |
| NOV Nov Inc. | 1.78% | 5,751,338 | $108.2M | Add +0.1% |
| VBIL Vanguard 0-3M T-Bill ETF | 1.49% | 1,196,425 | $90.5M | Add +54.8% |
| MTH Meritage Homes Corp. | 1.48% | 1,454,849 | $90.0M | Reduce -0.7% |
| LEN.B Lennar Corp. Class B | 0.50% | 364,059 | $30.6M | No change |
| TMHC Taylor Morrison Home Corp. | 0.26% | 270,608 | $15.8M | Add +469.7% |
| DNOW Dnow Inc. | 0.16% | 824,487 | $9.8M | New |
| CRH CRH PLC | 0.03% | 17,500 | $1.8M | Reduce -12.5% |
| A Agilent Technologies Inc. | 0.02% | 10,700 | $1.2M | No change |
| JPM JPMorgan Chase & Co. | 0.02% | 4,000 | $1.2M | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 12,500 | $1.2M | No change |
| TEX Terex Corp. | 0.01% | 10,922 | $645K | Reduce -43.8% |
| UNP Union Pacific Corp. | 0.01% | 2,032 | $493K | No change |
| G Genpact Ltd. | 0.01% | 10,000 | $373K | No change |
| STLA Stellantis NV | 0.00% | 37,000 | $262K | Add +2.8% |
Portfolio Sells Q4 2025 → Q1 2026
| General Motors Co (GM) | Reduce -17.5% | 15.37% | −4.64 |
| MRP Millrose Properties | Sold out | 0.00% | −2.23 |
| DHI D.R. Horton Inc. | Reduce -0.5% | 7.84% | −0.30 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.24 |
| MTH Meritage Homes Corp. | Reduce -0.7% | 1.48% | −0.08 |
| C Citigroup Inc. | Sold out | 0.00% | −0.06 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.05 |
| CRH CRH PLC | Reduce -12.5% | 0.03% | −0.01 |
| TEX Terex Corp. | Reduce -43.8% | 0.01% | −0.01 |
| LEA Lear Corp. | Reduce -4.4% | 3.38% | +0.09 |
| PHM Pultegroup Inc. | Reduce -0.7% | 10.65% | +0.13 |
| AVT Avnet Inc. | Reduce -0.2% | 3.98% | +0.92 |
| ARW Arrow Electronics Inc. | Reduce -0.2% | 4.48% | +1.09 |
Portfolio Buys Q4 2025 → Q1 2026
| ICLR Icon PLC | Add +11412.1% | 3.65% | +3.60 |
| SLB SLB Ltd. | Add +0.1% | 3.95% | +1.05 |
| OSK Oshkosh Corp. | Add +0.4% | 6.14% | +1.00 |
| BAX Baxter International Inc. | Add +33.8% | 3.96% | +0.65 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +54.8% | 1.49% | +0.55 |
| TOL Toll Brothers Inc. | Add +0.8% | 12.69% | +0.41 |
| NOV Nov Inc. | Add +0.1% | 1.78% | +0.33 |
| TMHC Taylor Morrison Home Corp. | Add +469.7% | 0.26% | +0.21 |
| DNOW Dnow Inc. | New | 0.16% | +0.16 |
| STLA Stellantis NV | Add +2.8% | 0.00% | −0.00 |
| AVTR Avantor Inc. | Add +10.2% | 2.92% | −0.89 |
| LEN Lennar Corp. Class A | Add +5.3% | 15.21% | −1.61 |
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 |