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GREENHAVEN ASSOCIATES INC

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13F filer, CIK 846222, Purchase, NY

GREENHAVEN ASSOCIATES INC reported $6,293,956,530 across 26 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-02. Its ten largest share positions make up 92.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-027816

Period
2025-03-31
Reported value
$6.29B
Holdings
26
Top 10 weight
92.99%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MRPnew+7,888,017$209M
MTHadded+695,355$49.3M
LENadded+275,220$31.6M
NOVadded+823,115$12.5M
TOLadded+26,079$2.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Greduced-1,083,660-$54.6M
CRHreduced-604,856-$53.2M
Creduced-204,922-$14.5M
IPexited-35,288-$1.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001213900-25-027816, largest first. % of portfolio is the value over $6,293,956,530, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,883,391 shares; 2024Q4: 16,870,765 shares; 2025Q1: 16,665,843 shares 16,665,843$1.18B18.8%-204,922Timeline
General Motors Co (GM)General Motors Co (GM)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,830,856 shares; 2024Q4: 23,723,444 shares; 2025Q1: 23,780,060 shares 23,780,060$1.12B17.77%+56,616
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,087,186 shares; 2024Q4: 9,164,735 shares; 2025Q1: 9,439,955 shares 9,439,955$1.08B17.22%+275,220Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542,130 shares; 2024Q4: 5,536,503 shares; 2025Q1: 5,562,582 shares 5,562,582$587M9.33%+26,079Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593,179 shares; 2024Q4: 5,584,228 shares; 2025Q1: 5,587,328 shares 5,587,328$574M9.13%+3,100Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671,505 shares; 2024Q4: 3,671,563 shares; 2025Q1: 3,674,763 shares 3,674,763$467M7.42%+3,200Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536,484 shares; 2024Q4: 2,552,106 shares; 2025Q1: 2,553,606 shares 2,553,606$240M3.82%+1,500Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,888,017 shares 7,888,017$209M3.32%newTimeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884,373 shares; 2024Q4: 1,904,857 shares; 2025Q1: 1,913,757 shares 1,913,757$199M3.16%+8,900Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924,652 shares; 2024Q4: 3,962,837 shares; 2025Q1: 3,965,237 shares 3,965,237$191M3.03%+2,400Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819,646 shares; 2024Q4: 1,842,247 shares; 2025Q1: 1,843,447 shares 1,843,447$163M2.58%+1,200Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,363 shares; 2024Q4: 739,013 shares; 2025Q1: 1,434,368 shares 1,434,368$102M1.62%+695,355Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,376 shares; 2024Q4: 3,291,042 shares; 2025Q1: 4,114,157 shares 4,114,157$62.6M0.99%+823,115Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,843 shares; 2024Q4: 1,503,133 shares; 2025Q1: 1,503,133 shares 1,503,133$56.8M0.9%0Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,331 shares; 2024Q4: 364,059 shares; 2025Q1: 364,059 shares 364,059$39.7M0.63%0Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,813 shares; 2024Q4: 1,230,338 shares; 2025Q1: 146,678 shares 146,678$7.39M0.12%-1,083,660Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,155,273 shares; 2024Q4: 631,793 shares; 2025Q1: 26,937 shares 26,937$2.37M0.04%-604,856Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000$1.57M0.02%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares 2,500$1.37M0.02%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares 10,700$1.25M0.02%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares 5,000$1.23M0.02%0Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$1.17M0.02%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,001 shares 1,001$533K0.01%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares 2,032$480K0.01%0Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares 30,000$336K0.01%newTimeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,800 shares 3,800$207K<0.01%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IPINTERNATIONAL PAPER CO35,288$1.9Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-25-027816 base2025-04-02acceptance time not in the bulk data set