← All superinvestors

Greenhaven Associates

Greenhaven Associates · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

LENLennar Corporation

11,316,279 shares · $1,024,010,087

11.8%
GMGeneral Motors Company

12,873,506 shares · $992,289,842

11.5%
TOLToll Brothers, Inc.

5,630,109 shares · $927,560,458

10.7%
BDXABecton, Dickinson and Company

5,681,708 shares · $859,812,872

9.9%
PHMPulteGroup, Inc.

5,455,949 shares · $748,610,762

8.6%
DHID.R. Horton, Inc.

3,505,800 shares · $571,024,704

6.6%
ICLRICON Public Limited Company

3,100,615 shares · $538,607,832

6.2%
ACNAccenture plc

3,384,681 shares · $421,189,704

4.9%
OSKOshkosh Corp

2,558,680 shares · $392,706,206

4.5%
ARWArrow Electronics, Inc.

1,764,153 shares · $376,487,892

4.3%
AVTAvnet, Inc.

3,772,861 shares · $335,105,514

3.9%
BAXBaxter International Inc.

14,285,228 shares · $304,561,061

3.5%
AVTRAvantor, Inc.

24,637,310 shares · $243,909,369

2.8%
LEALear Corporation

1,455,933 shares · $195,182,378

2.3%
SLBSlb N.V.

3,802,344 shares · $176,770,973

2.0%
IQVIQVIA Holdings Inc.

768,045 shares · $148,401,655

1.7%
MTHMeritage Homes Corporation

1,297,494 shares · $108,794,872

1.3%
NOVNOV Inc.

5,620,019 shares · $104,251,352

1.2%
DNOWDnow Inc.

4,343,617 shares · $56,336,712

0.7%
VBILVanguard 0-3 Month Treasury Bill ETF

662,000 shares · $50,100,160

0.6%
EPAMEPAM Systems, Inc.

587,300 shares · $46,602,255

0.5%
LEN-BLennar Corporation

364,059 shares · $32,295,674

0.4%
CRHCRH plc

17,500 shares · $1,872,500

0.0%
AAgilent Technologies, Inc.

10,700 shares · $1,421,281

0.0%
SCHWThe Charles Schwab Corporation

12,500 shares · $1,153,375

0.0%
JPMJPMorgan Chase & Co.

2,500 shares · $818,325

0.0%
UNPUnion Pacific Corporation

2,032 shares · $552,704

0.0%
GGenpact Limited

10,000 shares · $275,000

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →