Greenhaven Associates portfolio — 13F holdings Q2 2026
Greenhaven Associates (Edgar Wachenheim III) reported 27 long positions worth $8.7 billion as of 2026-06-30. Top holdings: LENNAR CORP /NEW/, General Motors Co, Toll Brothers, Inc., BECTON DICKINSON & CO, PULTEGROUP INC/MI/. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| LENNAR CORP /NEW/ | 2026-06-30 | 1056305761.00 USD | 12.20% | add | Original filing |
| General Motors Co | 2026-06-30 | 992289842.00 USD | 11.46% | add | Original filing |
| Toll Brothers, Inc. | 2026-06-30 | 927560458.00 USD | 10.71% | reduce | Original filing |
| BECTON DICKINSON & CO | 2026-06-30 | 859812872.00 USD | 9.93% | buy | Original filing |
| PULTEGROUP INC/MI/ | 2026-06-30 | 748610762.00 USD | 8.64% | reduce | Original filing |
| HORTON D R INC /DE/ | 2026-06-30 | 571024704.00 USD | 6.59% | add | Original filing |
| ICON PLC | 2026-06-30 | 538607832.00 USD | 6.22% | add | Original filing |
| Accenture plc | 2026-06-30 | 421189704.00 USD | 4.86% | buy | Original filing |
| OSHKOSH CORP | 2026-06-30 | 392706206.00 USD | 4.53% | add | Original filing |
| ARROW ELECTRONICS, INC. | 2026-06-30 | 376487892.00 USD | 4.35% | reduce | Original filing |
| AVNET INC | 2026-06-30 | 335105514.00 USD | 3.87% | reduce | Original filing |
| BAXTER INTERNATIONAL INC | 2026-06-30 | 304561061.00 USD | 3.52% | reduce | Original filing |
| Avantor, Inc. | 2026-06-30 | 243909369.00 USD | 2.82% | add | Original filing |
| LEAR CORP | 2026-06-30 | 195182378.00 USD | 2.25% | reduce | Original filing |
| SLB LIMITED/NV | 2026-06-30 | 176770973.00 USD | 2.04% | reduce | Original filing |
| IQVIA HOLDINGS INC. | 2026-06-30 | 148401655.00 USD | 1.71% | buy | Original filing |
| Meritage Homes CORP | 2026-06-30 | 108794872.00 USD | 1.26% | reduce | Original filing |
| NOV Inc. | 2026-06-30 | 104251352.00 USD | 1.20% | reduce | Original filing |
| DNOW Inc. | 2026-06-30 | 56336712.00 USD | 0.65% | add | Original filing |
| Vanguard 0-3 Month Treasury Bill ETF | 2026-06-30 | 50100160.00 USD | 0.58% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-07-28 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-04-06 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-01-07 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-04 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-07-08 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-04-02 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-01-17 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-10-02 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-07-15 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-04-26 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-01-09 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-10-03 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-07-13 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-04-04 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-01-10 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-10-05 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-01 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-04 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-01-18 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-10-12 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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