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SEC Form 13F · Q2 2026
Greenhaven Associates portfolio
Ed Wachenheim · GREENHAVEN ASSOCIATES INC · CIK 0000846222
Latest 13F for the quarter ended Jun 30, 2026, filed Jul 28, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$8.7B
Holdings28
Top 10 concentration79.1%
New positions4
Added to7
Reduced11
Closed3
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
Reduced
Closed
Holdings, Q2 2026
28 positions by reported value
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| LENLennar Corporation - A (LEN) · COMMON | 11.82% | $1.0B | 11,316,279 | +6.4% |
| 35045V100General Motors Co (GM) · COMMON | 11.46% | $992.3M | 12,873,506 | +2.8% |
| TOLToll Brothers, Inc. (TOL) · COMMON | 10.71% | $927.6M | 5,630,109 | -0.3% |
| BDXBecton Dickinson & Co (BDX) · COMMON | 9.93% | $859.8M | 5,681,708 | New |
| PHMPulteGroup Inc. (PHM) · COMMON | 8.64% | $748.6M |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.