GREENHAVEN ASSOCIATES INC
Purchase NY · SEC CIK 0000846222
$60.72亿2026Q1 申报市值
27持仓数
84.2%前十大占比 · 第一大 15.4%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ICLR 加仓+$2.20亿
BAX 加仓+$6,072.30万
LEN 加仓+$4,671.85万
VBIL 加仓+$3,205.29万
AVTR 加仓+$1,641.06万
2026Q1 卖出最多 按季末市值估算
General Motors C 减仓-$1.98亿
MRP 清仓-$1.37亿
TFX 清仓-$1,489.85万
LEA 减仓-$952.52万
PHM 减仓-$438.91万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | General Motors Co (GM) | $9.33亿 | 15.37% | 12,526,135 | -2,652,822 | -17.5% | -$1.98亿 | 减仓 |
| LEN | Lennar Corporation - A (LEN) | $9.23亿 | 15.21% | 10,632,131 | 537,984 | 5.3% | $4,671.85万 | 加仓 |
| TOL | Toll Brothers, Inc. (TOL) | $7.70亿 | 12.69% | 5,645,309 | 42,122 | 0.8% | $574.84万 | 加仓 |
| PHM | PulteGroup Inc. (PHM) | $6.47亿 | 10.65% | 5,497,109 | -37,319 | -0.7% | -$438.91万 | 减仓 |
| DHI | D R Horton, Inc. (DHI) | $4.76亿 | 7.84% | 3,466,920 | -17,226 | -0.5% | -$236.38万 | 减仓 |
| OSK | Oshkosh Corp (OSK) | $3.73亿 | 6.14% | 2,531,005 | 9,709 | 0.4% | $142.93万 | 加仓 |
| ARW | Arrow Electronics Inc (ARW) | $2.72亿 | 4.48% | 1,895,860 | -4,111 | -0.2% | -$58.96万 | 减仓 |
| AVT | Avnet Inc (AVT) | $2.42亿 | 3.98% | 3,920,512 | -8,354 | -0.2% | -$51.48万 | 减仓 |
| BAX | Baxter International Inc (BAX) | $2.40亿 | 3.96% | 14,307,688 | 3,614,465 | 33.8% | $6,072.30万 | 加仓 |
| SLB | SLB LTD (SLB) | $2.40亿 | 3.95% | 4,664,577 | 3,750 | 0.1% | $19.27万 | 加仓 |
| ICLR | Icon PLC (ICLR) | $2.22亿 | 3.65% | 2,002,411 | 1,985,017 | 11,412.1% | $2.20亿 | 加仓 |
| LEA | Lear Corporation (LEA) | $2.06亿 | 3.38% | 1,697,369 | -78,669 | -4.4% | -$952.52万 | 减仓 |
| AVTR | Avantor Inc (AVTR) | $1.77亿 | 2.92% | 22,593,838 | 2,093,185 | 10.2% | $1,641.06万 | 加仓 |
| NOV | NOV INC (NOV) | $1.08亿 | 1.78% | 5,751,338 | 6,200 | 0.1% | $11.66万 | 加仓 |
| VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | $9,050.96万 | 1.49% | 1,196,425 | 423,700 | 54.8% | $3,205.29万 | 加仓 |
| MTH | Meritage Homes Corp (MTH) | $8,996.79万 | 1.48% | 1,454,849 | -10,491 | -0.7% | -$64.88万 | 减仓 |
| LEN/B | Lennar Corporation - B SHS (LEN/B) | $3,062.46万 | 0.50% | 364,059 | 0 | 0.0% | — | 不变 |
| — | Taylor Morrison Home Corp (TMHC) | $1,576.02万 | 0.26% | 270,608 | 223,108 | 469.7% | $1,299.38万 | 加仓 |
| DNOW | DNOW INC (DNOW) | $981.96万 | 0.16% | 824,487 | 824,487 | — | $981.96万 | 新建仓 |
| CRH | CRH PLC (CRH) | $183.96万 | 0.03% | 17,500 | -2,500 | -12.5% | -$26.28万 | 减仓 |
| A | Agilent Technologies, Inc. (A) | $121.96万 | 0.02% | 10,700 | 0 | 0.0% | — | 不变 |
| JPM | J P Morgan Chase (JPM) | $117.66万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHW | Charles Schwab Corporation (SCHW) | $117.47万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| TEX | Terex Corp (TEX) | $64.55万 | 0.01% | 10,922 | -8,500 | -43.8% | -$50.23万 | 减仓 |
| UNP | Union Pacific Corp (UNP) | $49.30万 | 0.01% | 2,032 | 0 | 0.0% | — | 不变 |
| G | Genpact LTD (G) | $37.25万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| STLA | Stellantis NV (STLA) | $26.23万 | 0.00% | 37,000 | 1,000 | 2.8% | $7,090 | 加仓 |
| MRP | Millrose Properties (MRP) | $0 | 0.00% | 0 | -4,596,584 | -100.0% | -$1.37亿 | 清仓 |
| TFX | Teleflex Inc (TFX) | $0 | 0.00% | 0 | -122,079 | -100.0% | -$1,489.85万 | 清仓 |
| C | Citigroup Inc (C) | $0 | 0.00% | 0 | -33,260 | -100.0% | -$388.11万 | 清仓 |
| RHI | Robert Half Inc (RHI) | $0 | 0.00% | 0 | -104,700 | -100.0% | -$284.37万 | 清仓 |