Arkolith/Funds/Greenhaven Associates Inc

Greenhaven Associates Inc

CIK 846222Hedge fund
Holdings as of Mar 31, 2026·disclosed Apr 6, 2026·~6-day 13F lag·13F-HR
Active Filer

Greenhaven Associates Inc holds a concentrated book of 27 stocks worth $6.1B as of Q1 2026 (disclosed Apr 6, 2026, a ~45-day 13F lag). This quarter they opened Dnow Inc and trimmed General Motors Co (GM). Their largest long position is General Motors Co (GM) at 15% of the equity book.

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.
Opened
1
new positions
Added to
11
existing
Trimmed
9
reduced
Sold out
4
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
84%
Top 20 holdings
100%

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

Direct sector allocation

83% mapped to company sectors

Industrials
59%
ETF / fund or unclassified
17%
Health Care
11%
Consumer Discretionary
10%
Energy
4%
Financials
0%
Materials
0%
Real Estate
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

Holdings: largest first

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

27 positions
#SecurityValueShares% PortLast moveHistory
1General Motors Co (GM)
COMMON
$933.2M12.53M
15.4%
▼−17%
Reduced · −2.7M sh
2Lennar Corporation - A (LEN)
COMMON
$923.3M10.63M
15.2%
▲+5.3%
Added · +538K sh
3Toll Brothers, Inc. (TOL)
COMMON
$770.4M5.65M
12.7%
▲+0.8%
Added · +42K sh
4PulteGroup Inc. (PHM)
COMMON
$646.5M5.50M
10.6%
▼−0.7%
Reduced · −37K sh
5D R Horton, Inc. (DHI)
COMMON
$475.7M3.47M
7.8%
▼−0.5%
Reduced · −17K sh
6Oshkosh Corp (OSK)
COMMON
$372.6M2.53M
6.1%
▲+0.4%
Added · +10K sh
7Arrow Electronics Inc (ARW)
COMMON
$271.9M1.90M
4.5%
▼−0.2%
Reduced · −4K sh
8Avnet Inc (AVT)
COMMON
$241.6M3.92M
4.0%
▼−0.2%
Reduced · −8K sh
9Baxter International Inc (BAX)
COMMON
$240.4M14.31M
4.0%
▲+34%
Added · +3.6M sh
10SLB Ltd (SLB)
COMMON
$239.7M4.66M
3.9%
▲+0.1%
Added · +4K sh
11Icon PLC (Iclr)
COMMON
$221.6M2.00M
3.6%
▲115×
Added · +2.0M sh
12Lear Corporation (LEA)
COMMON
$205.5M1.70M
3.4%
▼−4.4%
Reduced · −79K sh
13Avantor Inc (AVTR)
COMMON
$177.1M22.59M
2.9%
▲+10%
Added · +2.1M sh
14Nov Inc (Nov)
COMMON
$108.2M5.75M
1.8%
▲+0.1%
Added · +6K sh
15Vanguard 0-3M T-Bill ETF (VBIL)
ETF
$90.5M1.20M
1.5%
▲+55%
Added · +424K sh
16Meritage Homes Corp (MTH)
COMMON
$90.0M1.45M
1.5%
▼−0.7%
Reduced · −10K sh
17Lennar Corporation - B SHS (LEN/B)
COMMON
$30.6M364.1K
0.5%
—Held
18Taylor Morrison Home Corp (TMHC)
COMMON
$15.8M270.6K
0.3%
▲+470%
Added · +223K sh
19Dnow Inc (Dnow)
COMMON
$9.8M824.5K
0.2%
▲New
New position
20CRH PLC (CRH)
COMMON
$1.8M17.5K
0.0%
▼−13%
Reduced · −3K sh
21Agilent Technologies, Inc. (A)
COMMON
$1.2M10.7K
0.0%
—Held
22J P Morgan Chase (JPM)
COMMON
$1.2M4.0K
0.0%
—Held
23Charles Schwab Corporation (SCHW)
COMMON
$1.2M12.5K
0.0%
—Held
24Terex Corp (TEX)
COMMON
$645K10.9K
0.0%
▼−44%
Reduced · −9K sh
25Union Pacific Corp (UNP)
COMMON
$493K2.0K
0.0%
—Held
26Genpact LTD (G)
COMMON
$373K10.0K
0.0%
—Held
27Stellantis NV (STLA)
COMMON
$262K37.0K
0.0%
▲+2.8%
Added · +1K sh
Showing all 27 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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
Q2 2020Jun 30, 2020Jul 31, 202034$4.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.