Arkolith/Funds/Greenhaven Associates Inc

Greenhaven Associates Inc

CIK 846222Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Greenhaven Associates Inc holds a focused book of 28 stocks worth $8.7B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Becton Dickinson And Co and trimmed Toll Brothers Inc. Their largest long position is Lennar Corp-A at 12% of the equity book.

Opened
8
bought for the first time
Added to
7
already held, bought more
Trimmed
11
sold some, still holds it
Sold out
3
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
79%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

88% mapped to company sectors

Industrials
54%
Health Care
24%
ETF / fund or unclassified
12%
Consumer Discretionary
7%
Energy
2%
Information Technology
1%
Financials
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Greenhaven Associates Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY34 / 28$38.8B
BANK OF AMERICA CORP /DE/34 / 28$32.9B
GOLDMAN SACHS GROUP INC34 / 28$15.8B
UBS Group AG34 / 28$13.4B
ROYAL BANK OF CANADA34 / 28$11.9B
WELLS FARGO & COMPANY/MN34 / 28$11.6B
RAYMOND JAMES FINANCIAL INC34 / 28$7.4B
ENVESTNET ASSET MANAGEMENT INC34 / 28$4.8B

Ranked by how many of Greenhaven Associates Inc's top 28 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1Lennar Corporation - A (LEN)
COMMON
$1.0B11.32M
11.8%
▲+6.4%
Added · +684K sh
2General Motors Co (GM)
COMMON
$992.3M12.87M
11.5%
▲+2.8%
Added · +347K sh
3Toll Brothers, Inc. (TOL)
COMMON
$927.6M5.63M
10.7%
▼−0.3%
Reduced · −15K sh
4Becton Dickinson & Co (BDX)
COMMON
$859.8M5.68M
9.9%
▲New
New position
5PulteGroup Inc. (PHM)
COMMON
$748.6M5.46M
8.6%
▼−0.7%
Reduced · −41K sh
6D R Horton, Inc. (DHI)
COMMON
$571.0M3.51M
6.6%
▲+1.1%
Added · +39K sh
7Icon Plc (ICLR)
COMMON
$538.6M3.10M
6.2%
▲+55%
Added · +1.1M sh
8Accenture Plc (ACN)
COMMON
$421.2M3.38M
4.9%
▲New
New position
9Oshkosh Corp (OSK)
COMMON
$392.7M2.56M
4.5%
▲+1.1%
Added · +28K sh
10Arrow Electronics Inc (ARW)
COMMON
$376.5M1.76M
4.3%
▼−6.9%
Reduced · −132K sh
11Avnet Inc (AVT)
COMMON
$335.1M3.77M
3.9%
▼−3.8%
Reduced · −148K sh
12Baxter International Inc (BAX)
COMMON
$304.6M14.29M
3.5%
▼−0.1%
Reduced · −22K sh
13Avantor Inc (AVTR)
COMMON
$243.9M24.64M
2.8%
▲+9.0%
Added · +2.0M sh
14Lear Corporation (LEA)
COMMON
$195.2M1.46M
2.3%
▼−14%
Reduced · −241K sh
15SLB Ltd (SLB)
COMMON
$176.8M3.80M
2.0%
▼−18%
Reduced · −862K sh
16Iqvia Hldgs Inc (IQV)
COMMON
$148.4M768.0K
1.7%
▲New
New position
17Meritage Homes Corp (MTH)
COMMON
$108.8M1.30M
1.3%
▼−11%
Reduced · −157K sh
18Nov Inc (NOV)
COMMON
$104.3M5.62M
1.2%
▼−2.3%
Reduced · −131K sh
19Dnow Inc (DNOW)
COMMON
$56.3M4.34M
0.7%
▲+427%
Added · +3.5M sh
20Vanguard 0-3M T-Bill ETF (VBIL)
ETF
$50.1M662.0K
0.6%
▼−45%
Reduced · −534K sh
21Epam Sys Inc (EPAM)
COMMON
$46.6M587.3K
0.5%
▲New
New position
22Lennar Corporation - B SHS (LEN/B)
COMMON
$32.3M364.1K
0.4%
—Held
23CRH Plc (CRH)
COMMON
$1.9M17.5K
0.0%
—Held
24Agilent Technologies, Inc. (A)
COMMON
$1.4M10.7K
0.0%
—Held
25Charles Schwab Corporation (SCHW)
COMMON
$1.2M12.5K
0.0%
—Held
26J P Morgan Chase (JPM)
COMMON
$818K2.5K
0.0%
▼−38%
Reduced · −2K sh
27Union Pacific Corp (UNP)
COMMON
$553K2.0K
0.0%
—Held
28Genpact LTD (G)
COMMON
$275K10.0K
0.0%
—Held
Showing all 28 positions
Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Greenhaven Associates Inc owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/846222/holdings"
Ask your agent
Use Arkolith to show GREENHAVEN ASSOCIATES INC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628$8.7B13F-HR
Q1 2026Mar 31, 2026Apr 6, 202627$6.1B13F-HR
Q4 2025Dec 31, 2025Jan 7, 202630$6.2B13F-HR
Q3 2025Sep 30, 2025Nov 4, 202527$6.6B13F-HR
Q2 2025Jun 30, 2025Jul 8, 202525$6.7B13F-HR
Q1 2025Mar 31, 2025Apr 2, 202526$6.3B13F-HR
Q4 2024Dec 31, 2024Jan 17, 202524$6.8B13F-HR
Q3 2024Sep 30, 2024Oct 2, 202424$8.5B13F-HR
Q2 2024Jun 30, 2024Jul 15, 202425$7.6B13F-HR
Q1 2024Mar 31, 2024Apr 26, 202427$10.9B13F-HR
Q4 2023Dec 31, 2023Jan 9, 202427$9.4B13F-HR
Q3 2023Sep 30, 2023Oct 3, 202329$7.7B13F-HR
Q2 2023Jun 30, 2023Jul 13, 202329$7.5B13F-HR
Q1 2023Mar 31, 2023Apr 4, 202332$6.4B13F-HR
Q4 2022Dec 31, 2022Jan 10, 202332$5.6B13F-HR
Q3 2022Sep 30, 2022Oct 5, 202231$4.8B13F-HR
Q2 2022Jun 30, 2022Aug 1, 202227$4.6B13F-HR
Q1 2022Mar 31, 2022May 4, 202222$3.8B13F-HR
Q4 2021Dec 31, 2021Jan 18, 202221$4.0B13F-HR
Q3 2021Sep 30, 2021Oct 12, 202119$3.0B13F-HR
Q2 2021Jun 30, 2021Aug 2, 202120$3.4B13F-HR
Q1 2021Mar 31, 2021May 13, 202124$4.4B13F-HR
Q4 2020Dec 31, 2020Feb 3, 202128$5.3B13F-HR
Q3 2020Sep 30, 2020Oct 23, 202028$4.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.