account_balance
Investment manager · 13F filer · SEC CIK 846222
Greenhaven Associates Inc
Reported value$7.96Bas of Sep 30, 2026
Positions27 1 new, 2 sold out
Top 10 weight82.4%LEN alone is 13%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LENLennar Corporation - A (len)
13.4%Added +15%
BDXBecton Dickinson & Co (bdx)
13.3%Added +4%
General Motors Co (GM)
12.5%
TOLToll Brothers, Inc. (tol)
9.5%
PHMPulteGroup Inc. (phm)
7.9%
ICLRIcon PLC (iclr)
6.6%
DHID R Horton, Inc. (dhi)
6.4%Added +7%
AVTRAvantor Inc (avtr)
4.6%
ARWArrow Electronics Inc (arw)
4.2%Trimmed −16%
OSKOshkosh Corp (osk)
4.1%
AVTAvnet Inc (avt)
4.0%Trimmed −15%
BAXBaxter International Inc (bax)
3.7%Trimmed −13%
LENLennar Corporation - A (len)
13.4%Added +15%
BDXBecton Dickinson & Co (bdx)
13.3%Added +4%
General Motors Co (GM)12.5%
TOL9.5%PHM7.9%ICLR6.6%DHI6.4%AVTR4.6%ARW4.2%OSK4.1%AVT4.0%BAX3.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LEN Lennar Corporation - A (len) 13.4% Added +15%BDX Becton Dickinson & Co (bdx) 13.3% Added +4%
General Motors Co (GM) 12.5% Held
TOL Toll Brothers, Inc. (tol) 9.5% HeldPHM PulteGroup Inc. (phm) 7.9% HeldICLR Icon PLC (iclr) 6.6% HeldDHI D R Horton, Inc. (dhi) 6.4% Added +7%AVTR Avantor Inc (avtr) 4.6% HeldARW Arrow Electronics Inc (arw) 4.2% Trimmed −16%OSK Oshkosh Corp (osk) 4.1% HeldAVT Avnet Inc (avt) 4.0% Trimmed −15%BAX Baxter International Inc (bax) 3.7% Trimmed −13%What changed