# Greenhaven Associates portfolio: Q2 2026 13F holdings

Greenhaven Associates: $8.7bn in 27 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Greenhaven Associates held 27 US-listed stocks worth $8.7bn. Its biggest move was buying Becton Dickinson & Co (now 9.9% of the portfolio), followed by buying Accenture (now 4.9% of the portfolio). It started 4 new positions and sold out of 3. Its largest holding is Lennar Corporation - B SHS (LEN/B) at 12%.

13F for the quarter ending 2026-06-30, filed 2026-07-28 ([filing](https://www.sec.gov/Archives/edgar/data/846222/000121390026082192/0001213900-26-082192-index.htm)). $8.7bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Lennar Corporation - B SHS (LEN/B) (LEN) | $1.1bn | 12.2% | Added +6.2% | 15.7% |
| General Motors Co (GM) | $992m | 11.5% | Added +2.8% | 15.4% |
| Toll Brothers, Inc. (TOL) (TOL) | $928m | 10.7% | Trimmed -0.3% | 12.7% |
| Becton Dickinson & Co (BDX) | $860m | 9.9% | New | – |
| PulteGroup Inc. (PHM) (PHM) | $749m | 8.6% | Trimmed -0.7% | 10.7% |
| D.R. Horton (DHI) | $571m | 6.6% | Added +1.1% | 7.8% |
| Icon (ICLR) | $539m | 6.2% | Added +55% | 3.6% |
| Accenture (ACN) | $421m | 4.9% | New | – |
| Oshkosh (OSK) | $393m | 4.5% | Added +1.1% | 6.1% |
| Arrow Electronics (ARW) | $376m | 4.3% | Trimmed -6.9% | 4.5% |
| Avnet (AVT) | $335m | 3.9% | Trimmed -3.8% | 4.0% |
| Baxter International (BAX) | $305m | 3.5% | Trimmed -0.2% | 4.0% |
| Avantor (AVTR) | $244m | 2.8% | Added +9.0% | 2.9% |
| Lear Corporation (LEA) (LEA) | $195m | 2.3% | Trimmed -14% | 3.4% |
| Schlumberger (SLB) | $177m | 2.0% | Trimmed -18% | 4.0% |
| IQVIA Holdings (IQV) | $148m | 1.7% | New | – |
| Meritage Homes (MTH) | $109m | 1.3% | Trimmed -11% | 1.5% |
| NOV (NOV) | $104m | 1.2% | Trimmed -2.3% | 1.8% |
| Dnow (DNOW) | $56.3m | 0.7% | Added +427% | 0.2% |
| Vanguard 0-3M T-Bill ETF (VBIL) (VBIL) | $50.1m | 0.6% | Trimmed -45% | 1.5% |
| EPAM Systems (EPAM) | $46.6m | 0.5% | New | – |
| CRH Plc (Crh) (CRH) | $1.9m | 0.0% | Unchanged | 0.0% |
| Agilent Technologies (A) | $1.4m | 0.0% | Unchanged | 0.0% |
| Charles Schwab (SCHW) | $1.2m | 0.0% | Unchanged | 0.0% |
| JPMorgan Chase (JPM) | $818k | 0.0% | Trimmed -37% | 0.0% |
| Union Pacific (UNP) | $553k | 0.0% | Unchanged | 0.0% |
| Genpact (G) | $275k | 0.0% | Unchanged | 0.0% |
| Taylor Morrison Home Corp (TMHC) (TMHC) | – | – | Sold out | 0.3% |
| Terex (TEX) | – | – | Sold out | 0.0% |
| Stellantis (STLA) | – | – | Sold out | 0.0% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/greenhaven-associates). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.