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13F FILER • EDGAR WACHENHEIM

Greenhaven Associates

Edgar Wachenheim — GREENHAVEN ASSOCIATES INC

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

28

Positions

$8.7B

Reported Value

79.1%

In Top 10

—

Claims Indexed

Largest reported positions

GREENHAVEN ASSOCIATES INC • CIK 0000846222 • 2026-06-30 • FILED 2026-07-28

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Jul 28, 2026, Greenhaven Associates reported 28 positions worth $8.7B in US-listed stock. The largest stock position is Lennar Corporation - A (Len) at 11.8% of the reported book, and the ten largest lines of any type make up 79.1% of it.

It opened 4 new positions, the largest stock positions being Becton Dickinson & Co (Bdx) ($859.8M), Accenture Plc (Acn) ($421.2M) and Iqvia Hldgs Inc (Iqv) ($148.4M), and exited 3, the largest stock exits being Taylor Morrison Home Corp (Tmhc) ($15.8M last quarter), Terex Corp (Tex) ($645,490 last quarter) and Stellantis Nv (Stla) ($262,330 last quarter).

Among positions it already held, the biggest increases by share count were Dnow Inc (Dnow) (+427%), Icon Plc (Iclr) (+55%) and Avantor Inc (Avtr) (+9%), and the biggest cuts were Vanguard 0-3M T-Bill Etf (Vbil) (−45%), J P Morgan Chase (Jpm) (−37%) and Slb Ltd (Slb) (−18%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
Lennar Corporation - A (LEN)$1.0B11.8%+6%
General Motors Co (GM)$992.3M11.5%+3%
Toll Brothers, Inc. (TOL)$927.6M10.7%-0%
Becton Dickinson & Co (BDX)$859.8M9.9%New
PulteGroup Inc. (PHM)$748.6M8.6%-1%
D R Horton, Inc. (DHI)$571.0M6.6%+1%
Icon Plc (ICLR)$538.6M6.2%+55%
Accenture Plc (ACN)$421.2M4.9%New
Oshkosh Corp (OSK)$392.7M4.5%+1%
Arrow Electronics Inc (ARW)$376.5M4.3%-7%
Avnet Inc (AVT)$335.1M3.9%-4%
Baxter International Inc (BAX)$304.6M3.5%-0%
Avantor Inc (AVTR)$243.9M2.8%+9%
Lear Corporation (LEA)$195.2M2.3%-14%
SLB Ltd (SLB)$176.8M2.0%-19%
Iqvia Hldgs Inc (IQV)$148.4M1.7%New
Meritage Homes Corp (MTH)$108.8M1.3%-11%
Nov Inc (NOV)$104.3M1.2%-2%
Dnow Inc (DNOW)$56.3M0.7%+427%
Vanguard 0-3M T-Bill ETF (VBIL)$50.1M0.6%-45%

20 of 28 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

NEW POSITIONS

  • Becton Dickinson & Co (Bdx)$859.8M · 9.9%
  • Accenture Plc (Acn)$421.2M · 4.9%
  • Iqvia Hldgs Inc (Iqv)$148.4M · 1.7%
  • Epam Sys Inc (Epam)$46.6M · 0.5%

EXITS

  • Taylor Morrison Home Corp (Tmhc)$15.8M last quarter
  • Terex Corp (Tex)$645,490 last quarter
  • Stellantis Nv (Stla)$262,330 last quarter

QUESTIONS PEOPLE ASK

What are Greenhaven Associates' largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Lennar Corporation - A (Len) (11.8%), General Motors Co (Gm) (11.5%) and Toll Brothers, Inc. (Tol) (10.7%), together 34.0% of the reported book.

How big is Greenhaven Associates' 13F portfolio?

OPEN
The Q2 2026 13F, filed Jul 28, 2026, reports 28 positions worth $8.7B. The ten largest make up 79.1% of it.

What did Greenhaven Associates buy and sell in Q2 2026?

OPEN
It opened 4 new positions, the largest stock positions being Becton Dickinson & Co (Bdx) ($859.8M), Accenture Plc (Acn) ($421.2M) and Iqvia Hldgs Inc (Iqv) ($148.4M), and exited 3, the largest stock exits being Taylor Morrison Home Corp (Tmhc) ($15.8M last quarter), Terex Corp (Tex) ($645,490 last quarter) and Stellantis Nv (Stla) ($262,330 last quarter). Among positions it already held, the biggest increases by share count were Dnow Inc (Dnow) (+427%), Icon Plc (Iclr) (+55%) and Avantor Inc (Avtr) (+9%), and the biggest cuts were Vanguard 0-3M T-Bill Etf (Vbil) (−45%), J P Morgan Chase (Jpm) (−37%) and Slb Ltd (Slb) (−18%).

When is Greenhaven Associates' next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day.

Filers with overlapping books