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GREENHAVEN ASSOCIATES INC

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13F filer, CIK 846222, Purchase, NY

GREENHAVEN ASSOCIATES INC reported $6,575,476,539 across 27 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 90.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-105801

Period
2025-09-30
Reported value
$6.58B
Holdings
27
Top 10 weight
90.01%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVTRnew+18,311,570$229M
BAXnew+6,288,349$143M
VBILnew+500,000$37.8M
LENadded+159,809$20.1M
NOVadded+765,166$10.1M

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
Creduced-16,092,290-$1.63B
MRPreduced-3,286,243-$110M
General Motors Co (GM)reduced-590,000-$36M
DHIreduced-43,300-$7.34M
LEAreduced-45,823-$4.61M

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, Q3 2025

Share positions as resolved from 13F-HR 0001213900-25-105801, largest first. % of portfolio is the value over $6,575,476,539, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
General Motors Co (GM)General Motors Co (GM)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,830,856 shares; 2024Q4: 23,723,444 shares; 2025Q1: 23,780,060 shares; 2025Q2: 23,654,358 shares; 2025Q3: 23,064,358 shares 23,064,358$1.41B21.39%-590,000
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,087,186 shares; 2024Q4: 9,164,735 shares; 2025Q1: 9,439,955 shares; 2025Q2: 9,493,585 shares; 2025Q3: 9,653,394 shares 9,653,394$1.22B18.5%+159,809Timeline
TOLTOLL BROTHERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542,130 shares; 2024Q4: 5,536,503 shares; 2025Q1: 5,562,582 shares; 2025Q2: 5,601,916 shares; 2025Q3: 5,580,969 shares 5,580,969$771M11.72%-20,947Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593,179 shares; 2024Q4: 5,584,228 shares; 2025Q1: 5,587,328 shares; 2025Q2: 5,580,428 shares; 2025Q3: 5,569,828 shares 5,569,828$736M11.19%-10,600Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671,505 shares; 2024Q4: 3,671,563 shares; 2025Q1: 3,674,763 shares; 2025Q2: 3,681,063 shares; 2025Q3: 3,637,763 shares 3,637,763$616M9.38%-43,300Timeline
OSKOSHKOSH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536,484 shares; 2024Q4: 2,552,106 shares; 2025Q1: 2,553,606 shares; 2025Q2: 2,554,406 shares; 2025Q3: 2,526,606 shares 2,526,606$328M4.98%-27,800Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,884,373 shares; 2024Q4: 1,904,857 shares; 2025Q1: 1,913,757 shares; 2025Q2: 1,912,699 shares; 2025Q3: 1,898,399 shares 1,898,399$230M3.49%-14,300Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,311,570 shares 18,311,570$229M3.48%newTimeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924,652 shares; 2024Q4: 3,962,837 shares; 2025Q1: 3,965,237 shares; 2025Q2: 3,962,937 shares; 2025Q3: 3,928,937 shares 3,928,937$205M3.12%-34,000Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819,646 shares; 2024Q4: 1,842,247 shares; 2025Q1: 1,843,447 shares; 2025Q2: 1,841,647 shares; 2025Q3: 1,795,824 shares 1,795,824$181M2.75%-45,823Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,888,017 shares; 2025Q2: 7,887,516 shares; 2025Q3: 4,601,273 shares 4,601,273$155M2.35%-3,286,243Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,288,349 shares 6,288,349$143M2.18%newTimeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,363 shares; 2024Q4: 739,013 shares; 2025Q1: 1,434,368 shares; 2025Q2: 1,491,955 shares; 2025Q3: 1,452,954 shares 1,452,954$105M1.6%-39,001Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035,376 shares; 2024Q4: 3,291,042 shares; 2025Q1: 4,114,157 shares; 2025Q2: 4,982,516 shares; 2025Q3: 5,747,682 shares 5,747,682$76.2M1.16%+765,166Timeline
TEXTEREX CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499,843 shares; 2024Q4: 1,503,133 shares; 2025Q1: 1,503,133 shares; 2025Q2: 1,499,933 shares; 2025Q3: 1,477,733 shares 1,477,733$75.8M1.15%-22,200Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,331 shares; 2024Q4: 364,059 shares; 2025Q1: 364,059 shares; 2025Q2: 364,059 shares; 2025Q3: 364,059 shares 364,059$43.7M0.66%0Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500,000 shares 500,000$37.8M0.57%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,883,391 shares; 2024Q4: 16,870,765 shares; 2025Q1: 16,665,843 shares; 2025Q2: 16,175,563 shares; 2025Q3: 83,273 shares 83,273$8.45M0.13%-16,092,290Timeline
ICLRICON PUB LTD COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,633 shares; 2025Q3: 17,409 shares 17,409$3.05M0.05%-224Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,155,273 shares; 2024Q4: 631,793 shares; 2025Q1: 26,937 shares; 2025Q2: 26,937 shares; 2025Q3: 25,000 shares 25,000$3M0.05%-1,937Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 15,000 shares 15,000$1.43M0.02%-5,000Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700$1.37M0.02%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,000 shares 4,000$1.26M0.02%-1,000Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 1,000 shares 1,000$796K0.01%-1,500Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 2,032 shares; 2025Q2: 2,032 shares; 2025Q3: 2,032 shares 2,032$480K0.01%0Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243,813 shares; 2024Q4: 1,230,338 shares; 2025Q1: 146,678 shares; 2025Q2: 11,018 shares; 2025Q3: 10,000 shares 10,000$419K0.01%-1,018Timeline
STLASTELLANTIS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares 36,000$336K0.01%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
MSMORGAN STANLEY10,000$1.41Mshares

How Q3 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 0001213900-25-105801 base2025-11-04acceptance time not in the bulk data set