GREENHAVEN ASSOCIATES INC
Purchase NY · SEC CIK 0000846222
$86.61亿2026Q2 申报市值
28持仓数
79.1%前十大占比 · 第一大 11.8%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BDX 新建仓+$8.60亿
ACN 新建仓+$4.21亿
ICLR 加仓+$1.91亿
IQV 新建仓+$1.48亿
LEN 加仓+$6,190.86万
2026Q2 卖出最多 按季末市值估算
VBIL 减仓-$4,044.53万
SLB 减仓-$4,008.52万
LEA 减仓-$3,236.69万
ARW 减仓-$2,810.76万
Taylor Morrison 清仓-$1,576.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | $10.24亿 | 11.82% | 11,316,279 | 684,148 | 6.4% | $6,190.86万 | 加仓 |
| — | General Motors Co (GM) | $9.92亿 | 11.46% | 12,873,506 | 347,371 | 2.8% | $2,677.54万 | 加仓 |
| TOL | Toll Brothers, Inc. (TOL) | $9.28亿 | 10.71% | 5,630,109 | -15,200 | -0.3% | -$250.42万 | 减仓 |
| BDX | Becton Dickinson & Co (BDX) | $8.60亿 | 9.93% | 5,681,708 | 5,681,708 | — | $8.60亿 | 新建仓 |
| PHM | PulteGroup Inc. (PHM) | $7.49亿 | 8.64% | 5,455,949 | -41,160 | -0.7% | -$564.76万 | 减仓 |
| DHI | D R Horton, Inc. (DHI) | $5.71亿 | 6.59% | 3,505,800 | 38,880 | 1.1% | $633.28万 | 加仓 |
| ICLR | Icon Plc (ICLR) | $5.39亿 | 6.22% | 3,100,615 | 1,098,204 | 54.8% | $1.91亿 | 加仓 |
| ACN | Accenture Plc (ACN) | $4.21亿 | 4.86% | 3,384,681 | 3,384,681 | — | $4.21亿 | 新建仓 |
| OSK | Oshkosh Corp (OSK) | $3.93亿 | 4.53% | 2,558,680 | 27,675 | 1.1% | $424.76万 | 加仓 |
| ARW | Arrow Electronics Inc (ARW) | $3.76亿 | 4.35% | 1,764,153 | -131,707 | -6.9% | -$2,810.76万 | 减仓 |
| AVT | Avnet Inc (AVT) | $3.35亿 | 3.87% | 3,772,861 | -147,651 | -3.8% | -$1,311.44万 | 减仓 |
| BAX | Baxter International Inc (BAX) | $3.05亿 | 3.52% | 14,285,228 | -22,460 | -0.2% | -$47.88万 | 减仓 |
| AVTR | Avantor Inc (AVTR) | $2.44亿 | 2.82% | 24,637,310 | 2,043,472 | 9.0% | $2,023.04万 | 加仓 |
| LEA | Lear Corporation (LEA) | $1.95亿 | 2.25% | 1,455,933 | -241,436 | -14.2% | -$3,236.69万 | 减仓 |
| SLB | SLB Ltd (SLB) | $1.77亿 | 2.04% | 3,802,344 | -862,233 | -18.5% | -$4,008.52万 | 减仓 |
| IQV | Iqvia Hldgs Inc (IQV) | $1.48亿 | 1.71% | 768,045 | 768,045 | — | $1.48亿 | 新建仓 |
| MTH | Meritage Homes Corp (MTH) | $1.09亿 | 1.26% | 1,297,494 | -157,355 | -10.8% | -$1,319.42万 | 减仓 |
| NOV | Nov Inc (NOV) | $1.04亿 | 1.20% | 5,620,019 | -131,319 | -2.3% | -$243.60万 | 减仓 |
| DNOW | Dnow Inc (DNOW) | $5,633.67万 | 0.65% | 4,343,617 | 3,519,130 | 426.8% | $4,564.31万 | 加仓 |
| VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | $5,010.02万 | 0.58% | 662,000 | -534,425 | -44.7% | -$4,044.53万 | 减仓 |
| EPAM | Epam Sys Inc (EPAM) | $4,660.23万 | 0.54% | 587,300 | 587,300 | — | $4,660.23万 | 新建仓 |
| LEN/B | Lennar Corporation - B SHS (LEN/B) | $3,229.57万 | 0.37% | 364,059 | 0 | 0.0% | — | 不变 |
| CRH | CRH Plc (CRH) | $187.25万 | 0.02% | 17,500 | 0 | 0.0% | — | 不变 |
| A | Agilent Technologies, Inc. (A) | $142.13万 | 0.02% | 10,700 | 0 | 0.0% | — | 不变 |
| SCHW | Charles Schwab Corporation (SCHW) | $115.34万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| JPM | J P Morgan Chase (JPM) | $81.83万 | 0.01% | 2,500 | -1,500 | -37.5% | -$49.10万 | 减仓 |
| UNP | Union Pacific Corp (UNP) | $55.27万 | 0.01% | 2,032 | 0 | 0.0% | — | 不变 |
| G | Genpact LTD (G) | $27.50万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Taylor Morrison Home Corp (TMHC) | $0 | 0.00% | 0 | -270,608 | -100.0% | -$1,576.02万 | 清仓 |
| TEX | Terex Corp (TEX) | $0 | 0.00% | 0 | -10,922 | -100.0% | -$64.55万 | 清仓 |
| STLA | Stellantis NV (STLA) | $0 | 0.00% | 0 | -37,000 | -100.0% | -$26.23万 | 清仓 |