Greenhaven Associates Inc. has filed its Form 13F-HR, disclosing its equity holdings as of September 30, 2026. The filing reveals that the firm holds positions in 27 distinct companies, with a total equity portfolio value of approximately $27.8 billion.
The largest holding in the portfolio is General Motors Co. (GM), which accounts for 46.4% of the total equity value. The filing lists 15 stocks with positions valued at over $1 billion, including Agilent Technologies, Inc., Becton Dickinson & Co., Icon Plc, Lennar Corporation, PulteGroup Inc., and Toll Brothers, Inc.
The filing also details specific voting and dispositive rights for each security. For the majority of the positions, the firm reports sole voting and dispositive rights. However, several companies, such as Arrow Electronics Inc., Avnet Inc., and Lear Corporation, are listed with sole voting rights but shared dispositive rights.
- Top Holdings by Value: General Motors Co. (GM), Agilent Technologies, Inc., Becton Dickinson & Co., Icon Plc, Lennar Corporation, PulteGroup Inc., Toll Brothers, Inc., Union Pacific Corp., Nov Inc., and Oshkosh Corp.
- Notable Positions: The portfolio includes significant stakes in Charles Schwab Corporation, SLB Ltd, and D.R. Horton, Inc.
- ETF Inclusion: The filing includes a position in the Vanguard 0-3M T-Bill ETF (VBIL).
The report was signed by Chris A. Wachenheim, President of Greenhaven Associates Inc., on October 26, 2026.
