GREENHAVEN ASSOCIATES INC
13F filer · CIK 846222 · Purchase, NY
Summary
GREENHAVEN ASSOCIATES INC reported $8.66B across 28 positions in its 13F for 2026 Q2, filed Jul 28, 2026. The largest holdings are LEN (11.8%), General Motors Co (GM) (11.5%), TOL (10.7%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 7, trimmed 11 and sold out of 3.
Reported value$8.66B
Positions28
Report period2026 Q2
FiledJul 28, 2026
New positions4
Added7
Trimmed11
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.8%Value $1.02BPrice $83.01Shares 11.32M +6.43%Since Jun 30 -8.27%
General Motors Co (GM)No ticker matchAdd
Weight 11.5%Value $992.29MShares 12.87M +2.77%
Weight 10.7%Value $927.56MPrice $135.88Shares 5.63M -0.27%Since Jun 30 -17.52%
Weight 9.9%Value $859.81MPrice $181.97Shares 5.68MSince Jun 30 +20.25%
Weight 8.6%Value $748.61MPrice $118.50Shares 5.46M -0.75%Since Jun 30 -13.64%
Weight 6.6%Value $571.02MPrice $139.40Shares 3.51M +1.12%Since Jun 30 -14.42%
Weight 6.2%Value $538.61MPrice $170.35Shares 3.10M +54.84%Since Jun 30 -1.93%
Weight 4.9%Value $421.19MPrice $177.12Shares 3.38MSince Jun 30 +42.33%
Weight 4.5%Value $392.71MPrice $131.68Shares 2.56M +1.09%Since Jun 30 -14.20%
Weight 4.3%Value $376.49MPrice $230.23Shares 1.76M -6.95%Since Jun 30 +7.88%
Weight 3.9%Value $335.11MPrice $102.50Shares 3.77M -3.77%Since Jun 30 +15.40%
Weight 3.5%Value $304.56MPrice $23.48Shares 14.29M -0.16%Since Jun 30 +10.13%
Weight 2.8%Value $243.91MPrice $15.24Shares 24.64M +9.04%Since Jun 30 +53.94%
Weight 2.3%Value $195.18MPrice $119.32Shares 1.46M -14.22%Since Jun 30 -11.00%
Weight 2.0%Value $176.77MPrice $49.87Shares 3.80M -18.48%Since Jun 30 +7.27%
Weight 1.7%Value $148.40MPrice $268.99Shares 768KSince Jun 30 +39.21%
Weight 1.3%Value $108.79MPrice $63.90Shares 1.30M -10.82%Since Jun 30 -23.79%
Weight 1.2%Value $104.25MPrice $18.98Shares 5.62M -2.28%Since Jun 30 +2.32%
Weight 0.7%Value $56.34MPrice $15.71Shares 4.34M +426.83%Since Jun 30 +21.13%
Weight 0.6%Value $50.10MPrice $75.71Shares 662K -44.67%Since Jun 30 +0.04%
Weight 0.5%Value $46.60MPrice $107.14Shares 587KSince Jun 30 +35.02%
Weight 0.4%Value $32.30MPrice $81.77Shares 364KSince Jun 30 -7.82%
Weight 0.0%Value $1.87MPrice $84.53Shares 18KSince Jun 30 -21.00%
Weight 0.0%Value $1.42MPrice $175.03Shares 11KSince Jun 30 +31.77%
Weight 0.0%Value $1.15MPrice $99.10Shares 13KSince Jun 30 +7.40%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.8% | $1.02B | -8.27% | +6.43% | Add | |
| General Motors Co (GM)No ticker match | 11.5% | $992.29M | — | +2.77% | Add |
| 10.7% | $927.56M | -17.52% | -0.27% | Trim | |
| 9.9% | $859.81M | +20.25% | — | New | |
| 8.6% | $748.61M | -13.64% | -0.75% | Trim | |
| 6.6% | $571.02M | -14.42% | +1.12% | Add | |
| 6.2% | $538.61M | -1.93% | +54.84% | Add | |
| 4.9% | $421.19M | +42.33% | — | New | |
| 4.5% | $392.71M | -14.20% | +1.09% | Add | |
| 4.3% | $376.49M | +7.88% | -6.95% | Trim | |
| 3.9% | $335.11M | +15.40% | -3.77% | Trim | |
| 3.5% | $304.56M | +10.13% | -0.16% | Trim | |
| 2.8% | $243.91M | +53.94% | +9.04% | Add | |
| 2.3% | $195.18M | -11.00% | -14.22% | Trim | |
| 2.0% | $176.77M | +7.27% | -18.48% | Trim | |
| 1.7% | $148.40M | +39.21% | — | New | |
| 1.3% | $108.79M | -23.79% | -10.82% | Trim | |
| 1.2% | $104.25M | +2.32% | -2.28% | Trim | |
| 0.7% | $56.34M | +21.13% | +426.83% | Add | |
| 0.6% | $50.10M | +0.04% | -44.67% | Trim | |
| 0.5% | $46.60M | +35.02% | — | New | |
| 0.4% | $32.30M | -7.82% | — | Hold | |
| 0.0% | $1.87M | -21.00% | — | Hold | |
| 0.0% | $1.42M | +31.77% | — | Hold | |
| 0.0% | $1.15M | +7.40% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.