GREENHAVEN ASSOCIATES INC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in GREENHAVEN ASSOCIATES INC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | General Motors Co (GM) | 15.37% | 933.197 M $ | 12526135 | 2018/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | LEN | Lennar Corporation - A (LEN) | 15.21% | 923.294 M $ | 10632131 | 2015/12/31 | -161.103 M $ | -15.53 % |
| 2026/03/31 | TOL | Toll Brothers, Inc. (TOL) | 12.69% | 770.415 M $ | 5645309 | 2016/03/31 | 7.004 M $ | 0.92 % |
| 2026/03/31 | PHM | PulteGroup Inc. (PHM) | 10.65% | 646.515 M $ | 5497109 | 2022/06/30 | 1.937 M $ | 0.30 % |
| 2026/03/31 | DHI | D R Horton, Inc. (DHI) | 7.84% | 475.731 M $ | 3466920 | 2014/12/31 | -23.727 M $ | -4.73 % |
| 2026/03/31 | OSK | Oshkosh Corp (OSK) | 6.14% | 372.589 M $ | 2531005 | 2022/09/30 | 54.410 M $ | 17.18 % |
| 2026/03/31 | ARW | Arrow Electronics Inc (ARW) | 4.48% | 271.885 M $ | 1895860 | 2023/03/31 | 63.136 M $ | 30.16 % |
| 2026/03/31 | AVT | Avnet Inc (AVT) | 3.98% | 241.582 M $ | 3920512 | 2022/09/30 | 53.197 M $ | 28.16 % |
| 2026/03/31 | BAX | Baxter International Inc (BAX) | 3.96% | 240.369 M $ | 14307688 | 2025/09/30 | -24.701 M $ | -12.09 % |
| 2026/03/31 | SLB | SLB LTD (SLB) | 3.95% | 239.713 M $ | 4664577 | 2025/12/31 | 60.637 M $ | 33.90 % |
| 2026/03/31 | ICLR | Icon PLC (ICLR) | 3.65% | 221.587 M $ | 2002411 | 2025/06/30 | -1.245 M $ | -39.27 % |
| 2026/03/31 | LEA | Lear Corporation (LEA) | 3.38% | 205.517 M $ | 1697369 | 2020/06/30 | 11.509 M $ | 5.65 % |
| 2026/03/31 | AVTR | Avantor Inc (AVTR) | 2.92% | 177.136 M $ | 22593838 | 2025/09/30 | -74.212 M $ | -31.59 % |
| 2026/03/31 | NOV | NOV INC (NOV) | 1.78% | 108.183 M $ | 5751338 | 2023/09/30 | 18.270 M $ | 20.35 % |
| 2026/03/31 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 1.49% | 90.510 M $ | 1196425 | 2025/09/30 | 169.999 K $ | 0.29 % |
| 2026/03/31 | MTH | Meritage Homes Corp (MTH) | 1.48% | 89.968 M $ | 1454849 | 2022/06/30 | -5.803 M $ | -6.02 % |
| 2026/03/31 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.50% | 30.625 M $ | 364059 | 2017/12/31 | -4.005 M $ | -11.56 % |
| 2026/03/31 | TMHC | Taylor Morrison Home Corp (TMHC) | 0.26% | 15.760 M $ | 270608 | 2025/12/31 | -29.924 K $ | -1.07 % |
| 2026/03/31 | DNOW | DNOW INC (DNOW) | 0.16% | 9.820 M $ | 824487 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CRH | CRH PLC (CRH) | 0.03% | 1.840 M $ | 17500 | 2023/09/30 | -393.599 K $ | -15.77 % |
| 2026/03/31 | A | Agilent Technologies, Inc. (A) | 0.02% | 1.220 M $ | 10700 | 2013/06/30 | -236.362 K $ | -16.23 % |
| 2026/03/31 | JPM | J P Morgan Chase (JPM) | 0.02% | 1.177 M $ | 4000 | 2014/12/31 | -112.240 K $ | -8.71 % |
| 2026/03/31 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | 1.175 M $ | 12500 | 2020/06/30 | -74.124 K $ | -5.94 % |
| 2026/03/31 | TEX | Terex Corp (TEX) | 0.01% | 645.490 K $ | 10922 | 2023/06/30 | 111.093 K $ | 10.72 % |
| 2026/03/31 | UNP | Union Pacific Corp (UNP) | 0.01% | 493.004 K $ | 2032 | 2016/12/31 | 22.961 K $ | 4.89 % |
| 2026/03/31 | G | Genpact LTD (G) | 0.01% | 372.500 K $ | 10000 | 2023/12/31 | -95.300 K $ | -20.37 % |
| 2026/03/31 | STLA | Stellantis NV (STLA) | 0.00% | 262.330 K $ | 37000 | 2025/03/31 | -136.800 K $ | -34.89 % |
| 2026/03/31 | TFX | Teleflex Inc (TFX) | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GM | General Motors Co (GM) | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | C | Citigroup Inc (C) | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MRP | Millrose Properties (MRP) | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | RHI | Robert Half Inc (RHI) | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |