---
title: Greenhaven (Greenhaven Associates Inc) — 13F holdings
canonical: https://sweetvaluelab.com/investors/greenhaven
cik: 0000846222
quarter: 2026-06-30
filed: 2026-07-28
---
# Greenhaven — Greenhaven Associates Inc

Latest 13F for the quarter ended Jun 30, 2026, filed Jul 28, 2026: 28 positions worth $8.7B. Against the quarter ended Mar 31, 2026: 4 bought, 7 added to, 6 unchanged, 11 reduced, 3 sold. The top five are 53% of the portfolio, the top ten 79%; 14 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| LEN | Lennar Corporation - A (LEN) | 11,316,279 | $1.0B | 11.8% | added (+6%) |
| GM | General Motors Co (GM) | 12,873,506 | $992.3M | 11.5% | added (+3%) |
| TOL | Toll Brothers, Inc. (TOL) | 5,630,109 | $927.6M | 10.7% | reduced (-0%) |
| BDX | Becton Dickinson & Co (BDX) | 5,681,708 | $859.8M | 9.9% | bought |
| PHM | PulteGroup Inc. (PHM) | 5,455,949 | $748.6M | 8.6% | reduced (-1%) |
| DHI | D R Horton, Inc. (DHI) | 3,505,800 | $571.0M | 6.6% | added (+1%) |
| ICLR | Icon Plc (ICLR) | 3,100,615 | $538.6M | 6.2% | added (+55%) |
| ACN | Accenture Plc (ACN) | 3,384,681 | $421.2M | 4.9% | bought |
| OSK | Oshkosh Corp (OSK) | 2,558,680 | $392.7M | 4.5% | added (+1%) |
| ARW | Arrow Electronics Inc (ARW) | 1,764,153 | $376.5M | 4.3% | reduced (-7%) |
| AVT | Avnet Inc (AVT) | 3,772,861 | $335.1M | 3.9% | reduced (-4%) |
| BAX | Baxter International Inc (BAX) | 14,285,228 | $304.6M | 3.5% | reduced (-0%) |
| AVTR | Avantor Inc (AVTR) | 24,637,310 | $243.9M | 2.8% | added (+9%) |
| LEA | Lear Corporation (LEA) | 1,455,933 | $195.2M | 2.3% | reduced (-14%) |
| SLB | SLB Ltd (SLB) | 3,802,344 | $176.8M | 2.0% | reduced (-18%) |
| IQV | Iqvia Hldgs Inc (IQV) | 768,045 | $148.4M | 1.7% | bought |
| MTH | Meritage Homes Corp (MTH) | 1,297,494 | $108.8M | 1.3% | reduced (-11%) |
| NOV | Nov Inc (NOV) | 5,620,019 | $104.3M | 1.2% | reduced (-2%) |
| DNOW | Dnow Inc (DNOW) | 4,343,617 | $56.3M | 0.7% | added (+427%) |
| VBIL | Vanguard  0-3M T-Bill ETF (VBIL) | 662,000 | $50.1M | 0.6% | reduced (-45%) |
| EPAM | Epam Sys Inc (EPAM) | 587,300 | $46.6M | 0.5% | bought |
| LEN/B | Lennar Corporation - B SHS (LEN/B) | 364,059 | $32.3M | 0.4% | held (0%) |
| CRH | CRH Plc  (CRH) | 17,500 | $1.9M | 0.0% | held (0%) |
| A | Agilent Technologies, Inc. (A) | 10,700 | $1.4M | 0.0% | held (0%) |
| SCHW | Charles Schwab Corporation (SCHW) | 12,500 | $1.2M | 0.0% | held (0%) |
| JPM | J P Morgan Chase (JPM) | 2,500 | $818,325 | 0.0% | reduced (-38%) |
| UNP | Union Pacific Corp (UNP) | 2,032 | $552,704 | 0.0% | held (0%) |
| G | Genpact LTD (G) | 10,000 | $275,000 | 0.0% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| BDX | Becton Dickinson & Co (BDX) | 5,681,708 | 0 | bought | +$859.8M | $859.8M |
| ACN | Accenture Plc (ACN) | 3,384,681 | 0 | bought | +$421.2M | $421.2M |
| ICLR | Icon Plc (ICLR) | 3,100,615 | 2,002,411 | added (+55%) | +$190.8M | $538.6M |
| IQV | Iqvia Hldgs Inc (IQV) | 768,045 | 0 | bought | +$148.4M | $148.4M |
| LEN | Lennar Corporation - A (LEN) | 11,316,279 | 10,632,131 | added (+6%) | +$61.9M | $1.0B |
| EPAM | Epam Sys Inc (EPAM) | 587,300 | 0 | bought | +$46.6M | $46.6M |
| DNOW | Dnow Inc (DNOW) | 4,343,617 | 824,487 | added (+427%) | +$45.6M | $56.3M |

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Source: https://sweetvaluelab.com/investors/greenhaven (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.