Greenhaven Associates Inc reported 28 holdings worth US$8.66B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Greenhaven Associates Inc reported 28 holdings worth US$8.66B as of Jun 30, 2026. Largest: Lennar Corporation, Toll Brothers, Inc. and Becton, Dickinson And Company. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$8.66B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Lennar Corporation | 11.7M | US$1.06B | 12.2% |
| Toll Brothers, Inc. | 5.63M | US$928M | 10.7% |
| Becton, Dickinson And Company | 5.68M | US$860M | 9.9% |
| Pultegroup, Inc. | 5.46M | US$749M | 8.6% |
| D.r. Horton, Inc. | 3.51M | US$571M | 6.6% |
| Oshkosh Corporation (holding Company) | 2.56M | US$393M | 4.5% |
| Arrow Electronics, Inc. | 1.76M | US$376M | 4.3% |
| Avnet, Inc. | 3.77M | US$335M | 3.9% |
| Baxter International Inc. | 14.3M | US$305M | 3.5% |
| Avantor, Inc. | 24.6M | US$244M | 2.8% |
| Lear Corporation | 1.46M | US$195M | 2.3% |
| Iqvia Holdings, Inc. | 768K | US$148M | 1.7% |
| Meritage Homes Corporation | 1.3M | US$109M | 1.3% |
| Nov Inc. | 5.62M | US$104M | 1.2% |
| Dnow Inc. | 4.34M | US$56.3M | 0.65% |
| Epam Systems, Inc. | 587K | US$46.6M | 0.54% |
| Agilent Technologies, Inc. | 10,700 | US$1.42M | 0.02% |
| Charles Schwab Corporation (the) | 12,500 | US$1.15M | 0.01% |
| Jp Morgan Chase & Co. | 2,500 | US$818K | <0.01% |
| Union Pacific Corporation | 2,032 | US$553K | <0.01% |
| Genpact Limited | 10,000 | US$275K | <0.01% |
| Terex Corporation | 0 | US$0 | 0.00% |
| Taylor Morrison Home Corporation | 0 | US$0 | 0.00% |