Greenhaven Associates Inc
Institutional investor · Portfolio as of Q2 2026
Top Holdings28 positions
 Lennar Corporation | 11.3M | $1B | 11.8% | $63.54 | +40.65% | 27 qtrssince 2019-Q4 | Increased 67 |
| 12.9M | $992.3M | 11.5% | — | — | 23 qtrssince 2020-Q4 | Increased 65 | |
 Toll Brothers, Inc. | 5.6M | $927.6M | 10.7% | $37.42 | +338.63% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Becton, Dickinson and Company | 5.7M | $859.8M | 9.9% | $150.44 | 0.00% | 1 qtr | New 99 |
 PulteGroup, Inc. | 5.5M | $748.6M | 8.6% | $39.74 | +244.51% | 17 qtrssince 2022-Q2 | Decreased 0 |
 D.R. Horton, Inc. | 3.5M | $571M | 6.6% | $65.51 | +147.90% | 27 qtrssince 2019-Q4 | Increased 63 |
 ICON plc | 3.1M | $538.6M | 6.2% | $133.19 | +30.43% | 5 qtrssince 2025-Q2 | Increased 87 |
 Accenture plc | 3.4M | $421.2M | 4.9% | $121.98 | +49.13% | 1 qtr | New 87 |
 Oshkosh Corporation | 2.6M | $392.7M | 4.5% | $72.82 | +109.99% | 16 qtrssince 2022-Q3 | Increased 59 |
 Arrow Electronics, Inc. | 1.8M | $376.5M | 4.3% | $132.50 | +61.06% | 14 qtrssince 2023-Q1 | Decreased 0 |
 Avnet, Inc. | 3.8M | $335.1M | 3.9% | $39.62 | +123.28% | 16 qtrssince 2022-Q3 | Decreased 0 |
 Baxter International Inc. | 14.3M | $304.6M | 3.5% | $20.10 | +6.01% | 4 qtrssince 2025-Q3 | Decreased 0 |
 Avantor, Inc. | 24.6M | $243.9M | 2.8% | $11.78 | -15.97% | 4 qtrssince 2025-Q3 | Increased 59 |
 Lear Corporation | 1.5M | $195.2M | 2.3% | $116.85 | +14.02% | 25 qtrssince 2020-Q2 | Decreased 0 |
 SLB Limited | 3.8M | $176.8M | 2.0% | $37.77 | +22.45% | 3 qtrssince 2025-Q4 | Decreased 0 |
 IQVIA Holdings, Inc. | 768,045 | $148.4M | 1.7% | $193.22 | 0.00% | 1 qtr | New 70 |
 Meritage Homes Corporation | 1.3M | $108.8M | 1.3% | $36.21 | +129.84% | 17 qtrssince 2022-Q2 | Decreased 0 |
 NOV Inc. | 5.6M | $104.3M | 1.2% | $15.27 | +20.94% | 12 qtrssince 2023-Q3 | Decreased 0 |
 DNOW Inc. | 4.3M | $56.3M | 0.7% | $12.77 | +1.58% | 2 qtrssince 2026-Q1 | Increased 68 |
 VANGUARD INSTL INDEX FD | 662,000 | $50.1M | 0.6% | $73.42 | +1.88% | 4 qtrssince 2025-Q3 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $6,293,956,530 | -6.8942520275% |
| 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% |
Greenhaven Associates Inc manages $8.7B across 28 positions as of Q2 2026. Top holdings: LEN (11.8%), General Motors Co (GM) (11.5%), TOL (10.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added BDX, ACN, IQV and 1 more; exited TMHC, TEX and STLA; increased 7, led by ICLR (+1.1M shares); trimmed 11, led by VBIL (−534,425 shares). Top move: BDX (NEW, conviction 99). Portfolio: $8.7B across 28 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