GREENHAVEN ASSOCIATES INC

Fundamental concentrated ★Highest signal industrials specialist (72%) CIK 846222
League rank
#478
in Fundamental concentrated · #1636 overall
Long book
$6.07B
Q1 2026
Positions
27
Top-10 weight
84%
concentration
Last quarter
+14.9%
SPY +14.8%
Turnover
16%
of book per quarter

Strategy in plain words

auto-generated from filings

GREENHAVEN ASSOCIATES INC is a concentrated fundamental stock-picker, specialised in industrials (72% of the long book), running a $6.07B US long book across 27 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: General Motors Co (GM), LENNAR CORP-A, TOLL BROTHERS INC, PULTEGROUP INC, DR HORTON INC.

Over the last 9 quarters its long book ran on average 1.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-5.5%
Q2 2024
+18.8%
Q3 2024
-13.3%
Q4 2024
-7.2%
Q1 2025
+8.4%
Q2 2025
+17.6%
Q3 2025
-9.3%
Q4 2025
-0.3%
Q1 2026
+14.9%

Sector allocation

Industrials
72%
Healthcare
13%
Consumer discretionary
10%
Energy
5%
Financials
0%
Services media
0%

Long book by quarter

$10.86B
Q1 2024
$7.61B
Q2 2024
$8.53B
Q3 2024
$6.76B
Q4 2024
$6.29B
Q1 2025
$6.72B
Q2 2025
$6.58B
Q3 2025
$6.17B
Q4 2025
$6.07B
Q1 2026

What does GREENHAVEN ASSOCIATES own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
LEN LENNAR CORP-AIndustrials10.6M$923.3M15.2%+5.3%
TOL TOLL BROTHERS INCIndustrials5.6M$770.4M12.7%+0.8%
PHM PULTEGROUP INCIndustrials5.5M$646.5M10.6%-0.7%
DHI DR HORTON INCIndustrials3.5M$475.7M7.8%-0.5%
OSK OSHKOSH CORPIndustrials2.5M$372.6M6.1%+0.4%
ARW ARROW ELECTRONICS INCConsumer discretionary1.9M$271.9M4.5%-0.2%
AVT AVNET INCConsumer discretionary3.9M$241.6M4.0%-0.2%
BAX BAXTER INTERNATIONAL INCHealthcare14.3M$240.4M4.0%+33.8%
SLB SLB LTDEnergy4.7M$239.7M3.9%+0.1%
ICLR ICON PLCHealthcare2.0M$221.6M3.6%+11412.1%
LEA LEAR CORPIndustrials1.7M$205.5M3.4%-4.4%
AVTR AVANTOR INCHealthcare22.6M$177.1M2.9%+10.2%
NOV NOV INCIndustrials5.8M$108.2M1.8%+0.1%
MTH MERITAGE HOMES CORPIndustrials1.5M$90.0M1.5%-0.7%
LEN/B LENNAR CORP - B SHSIndustrials364.1K$30.6M0.5%Held
TMHC TAYLOR MORRISON HOME CORPIndustrials270.6K$15.8M0.3%+469.7%
DNOW DNOW INCIndustrials824.5K$9.8M0.2%New
CRH CRH PLCIndustrials17.5K$1.8M0.0%-12.5%
A AGILENT TECHNOLOGIES INCHealthcare10.7K$1.2M0.0%Held
JPM JPMORGAN CHASE & COFinancials4.0K$1.2M0.0%Held
SCHW SCHWAB (CHARLES) CORPFinancials12.5K$1.2M0.0%Held
TEX TEREX CORPIndustrials10.9K$645K0.0%-43.8%
UNP UNION PACIFIC CORPIndustrials2.0K$493K0.0%Held
G GENPACT LTDServices media10.0K$373K0.0%Held
STLA STELLANTIS NVIndustrials37.0K$262K0.0%+2.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 6, 202627$6.07B canonicalSEC ↗
Q4 202513F-HRJan 7, 202630$6.17B canonicalSEC ↗
Q3 202513F-HRNov 4, 202527$6.58B canonicalSEC ↗
Q2 202513F-HRJul 8, 202525$6.72B canonicalSEC ↗
Q1 202513F-HRApr 2, 202526$6.29B canonicalSEC ↗
Q4 202413F-HRJan 17, 202524$6.76B canonicalSEC ↗
Q3 202413F-HROct 2, 202424$8.53B canonicalSEC ↗
Q2 202413F-HRJul 15, 202425$7.61B canonicalSEC ↗
Q1 202413F-HRApr 26, 202427$10.86B canonicalSEC ↗