Greenhaven Associates 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Greenhaven Associates disclosed 28 US equity positions worth $8.7bn in its Q2 2026 13F filing. The largest position was LEN at 11.8% of the reported book, followed by General Motors Co (GM) and TOL. Against the Q1 2026 filing, it opened 4 new positions, added to 7 and reduced 9 among the top 28 holdings.
What did Greenhaven Associates own in Q2 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | LEN Lennar Corporation - A (LEN) | Consumer Cyclical | 11.8% | $1.0bn | 11,316,279 | 6% | added |
| 2 | General Motors Co (GM) | 11.5% | $992.3m | 12,873,506 | 3% | added | |
| 3 | TOL Toll Brothers, Inc. (TOL) | Consumer Cyclical | 10.7% | $927.6m | 5,630,109 | -0% | held |
| 4 | BDX Becton Dickinson & Co (BDX) | Healthcare | 9.9% | $859.8m | 5,681,708 | – | new |
| 5 | PHM PulteGroup Inc. (PHM) | Consumer Cyclical | 8.6% | $748.6m | 5,455,949 | -1% | reduced |
| 6 | DHI D R Horton, Inc. (DHI) | Consumer Cyclical | 6.6% | $571.0m | 3,505,800 | 1% | added |
| 7 | ICLR Icon Plc (ICLR) | Healthcare | 6.2% | $538.6m | 3,100,615 | 55% | added |
| 8 | Accenture Plc (ACN) | 4.9% | $421.2m | 3,384,681 | – | new | |
| 9 | OSK Oshkosh Corp (OSK) | Industrials | 4.5% | $392.7m | 2,558,680 | 1% | added |
| 10 | ARW Arrow Electronics Inc (ARW) | Technology | 4.3% | $376.5m | 1,764,153 | -7% | reduced |
| 11 | AVT Avnet Inc (AVT) | Technology | 3.9% | $335.1m | 3,772,861 | -4% | reduced |
| 12 | BAX Baxter International Inc (BAX) | Healthcare | 3.5% | $304.6m | 14,285,228 | -0% | held |
| 13 | AVTR Avantor Inc (AVTR) | Healthcare | 2.8% | $243.9m | 24,637,310 | 9% | added |
| 14 | LEA Lear Corporation (LEA) | Consumer Cyclical | 2.3% | $195.2m | 1,455,933 | -14% | reduced |
| 15 | SLB SLB Ltd (SLB) | Energy | 2.0% | $176.8m | 3,802,344 | -18% | reduced |
| 16 | IQV Iqvia Hldgs Inc (IQV) | Healthcare | 1.7% | $148.4m | 768,045 | – | new |
| 17 | MTH Meritage Homes Corp (MTH) | Consumer Cyclical | 1.3% | $108.8m | 1,297,494 | -11% | reduced |
| 18 | NOV Nov Inc (NOV) | Energy | 1.2% | $104.3m | 5,620,019 | -2% | reduced |
| 19 | DNOW Dnow Inc (DNOW) | Industrials | 0.7% | $56.3m | 4,343,617 | 427% | added |
| 20 | Vanguard 0-3M T-Bill ETF (VBIL) | 0.6% | $50.1m | 662,000 | -45% | reduced | |
| 21 | EPAM Epam Sys Inc (EPAM) | Technology | 0.5% | $46.6m | 587,300 | – | new |
| 22 | LEN/B Lennar Corporation - B SHS (LEN/B) | 0.4% | $32.3m | 364,059 | 0% | held | |
| 23 | CRH CRH Plc (CRH) | Basic Materials | 0.0% | $1.9m | 17,500 | 0% | held |
| 24 | A Agilent Technologies, Inc. (A) | Healthcare | 0.0% | $1.4m | 10,700 | 0% | held |
| 25 | SCHW Charles Schwab Corporation (SCHW) | Financial Services | 0.0% | $1.2m | 12,500 | 0% | held |
| 26 | JPM J P Morgan Chase (JPM) | Financial Services | 0.0% | $818.3k | 2,500 | -38% | reduced |
| 27 | UNP Union Pacific Corp (UNP) | Industrials | 0.0% | $552.7k | 2,032 | 0% | held |
| 28 | G Genpact LTD (G) | Technology | 0.0% | $275.0k | 10,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.