Greenhaven Associates Inc
Institutional investor · Portfolio as of Q3 2026
Top Holdings27 positions
 Lennar Corporation | 13.1M | $1.1B | 13.4% | $65.88 | +31.55% | 28 qtrssince 2019-Q4 | Increased 72 |
 Becton, Dickinson and Company | 5.9M | $1.1B | 13.3% | $151.52 | +40.32% | 2 qtrssince 2026-Q2 | Increased 65 |
| 12.9M | $993.8M | 12.5% | — | — | 24 qtrssince 2020-Q4 | Increased 63 | |
 Toll Brothers, Inc. | 5.6M | $756.5M | 9.5% | $37.42 | +306.69% | 28 qtrssince 2019-Q4 | Decreased 0 |
 PulteGroup, Inc. | 5.4M | $626.1M | 7.9% | $39.74 | +228.63% | 18 qtrssince 2022-Q2 | Decreased 0 |
 ICON plc | 3.1M | $521.7M | 6.6% | $133.19 | +53.64% | 6 qtrssince 2025-Q2 | Decreased 0 |
 D.R. Horton, Inc. | 3.8M | $513M | 6.4% | $70.21 | +113.22% | 28 qtrssince 2019-Q4 | Increased 66 |
 Avantor, Inc. | 24.4M | $366.6M | 4.6% | $11.78 | +32.16% | 5 qtrssince 2025-Q3 | Decreased 0 |
 Arrow Electronics, Inc. | 1.5M | $337.5M | 4.2% | $132.50 | +46.52% | 15 qtrssince 2023-Q1 | Decreased 0 |
 Oshkosh Corporation | 2.5M | $325.6M | 4.1% | $72.82 | +92.39% | 17 qtrssince 2022-Q3 | Decreased 0 |
 Avnet, Inc. | 3.2M | $320.4M | 4.0% | $39.62 | +114.79% | 17 qtrssince 2022-Q3 | Decreased 0 |
 Baxter International Inc. | 12.4M | $297.5M | 3.7% | $20.10 | +31.42% | 5 qtrssince 2025-Q3 | Decreased 0 |
 SLB Limited | 3.8M | $182.7M | 2.3% | $37.77 | +32.11% | 4 qtrssince 2025-Q4 | Decreased 0 |
 IQVIA Holdings, Inc. | 544,925 | $146.5M | 1.8% | $193.22 | +42.40% | 2 qtrssince 2026-Q2 | Decreased 0 |
 NOV Inc. | 5.3M | $98.9M | 1.2% | $15.27 | +15.76% | 13 qtrssince 2023-Q3 | Decreased 0 |
 Lear Corporation | 834,527 | $98.5M | 1.2% | $116.85 | -6.20% | 26 qtrssince 2020-Q2 | Decreased 0 |
 Meritage Homes Corporation | 1.4M | $86M | 1.1% | $37.58 | +78.97% | 18 qtrssince 2022-Q2 | Increased 51 |
 DNOW Inc. | 4.4M | $67.8M | 0.9% | $12.79 | +7.35% | 3 qtrssince 2026-Q1 | Increased 43 |
 VANGUARD INSTL INDEX FD | 858,916 | $65M | 0.8% | $73.90 | +2.31% | 5 qtrssince 2025-Q3 | Increased 53 |
 Lennar Corporation | 365,959 | $29.3M | 0.4% | — | — | 28 qtrssince 2019-Q4 | Increased 35 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q2 | $6,721,573,525 | 6.79408878917% |
| 2025-Q3 | $6,575,476,539 | -2.17355334218% |
| 2025-Q4 | $6,170,050,440 | -6.16572953451% |
| 2026-Q1 | $6,071,579,036 | -1.59595784439% |
| 2026-Q2 | $8,660,705,519 | 42.6433793853% |
| 2026-Q3 | $7,961,271,579 | -8.07594645108% |
Greenhaven Associates Inc manages $8B across 27 positions as of Q3 2026. Top holdings: LEN (13.4%), BDX (13.3%), General Motors Co (GM) (12.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added BBWI; exited ACN and EPAM; increased 8, led by LEN (+1.7M shares); trimmed 14, led by LEA (−621,406 shares). Top move: LEN (INCREASED, conviction 72). Portfolio: $8.0B across 27 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR