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Greenhaven Associates
GREENHAVEN ASSOCIATES INC · CIK: 846222 · Report Period: 2025-12-31 · Filed: 2026-01-07
Portfolio Concentration
Top 10 holdings by weight — hover for cross-investor insights
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Holdings
Total: $6,170,050,440 · 30 positions
| # | Ticker | Issuer | Class | % of Portfolio | Value ($) | Shares | Activity | Share Change |
|---|---|---|---|---|---|---|---|---|
| 1 | [35045V] | General Motors Co (GM) | COM | 20.0% | $1,234,352,783 | 15,178,957 | REDUCE | -7,885,401 |
| 2 |
 LEN
|
Lennar Corporation - A (LEN) | COM | 16.8% | $1,037,678,312 | 10,094,147 | ADD | +440,753 |
| 3 |
 TOL
|
Toll Brothers, Inc. (TOL) | COM | 12.3% | $757,662,946 | 5,603,187 | ADD | +22,218 |
| 4 |
 PHM
|
PulteGroup Inc. (PHM) | COM | 10.5% | $648,967,027 | 5,534,428 | REDUCE | -35,400 |
| 5 |
 DHI
|
D R Horton, Inc. (DHI) | COM | 8.1% | $501,821,548 | 3,484,146 | REDUCE | -153,617 |
| 6 |
 OSK
|
Oshkosh Corp (OSK) | COM | 5.1% | $316,750,416 | 2,521,296 | REDUCE | -5,310 |
| 7 |
 AVTR
|
Avantor Inc (AVTR) | COM | 3.8% | $234,937,483 | 20,500,653 | ADD | +2,189,083 |
| 8 |
 ARW
|
Arrow Electronics Inc (ARW) | COM | 3.4% | $209,338,805 | 1,899,971 | ADD | +1,572 |
| 9 |
 BAX
|
Baxter International Inc (BAX) | COM | 3.3% | $204,347,492 | 10,693,223 | ADD | +4,404,874 |
| 10 |
 LEA
|
Lear Corporation (LEA) | COM | 3.3% | $203,533,955 | 1,776,038 | REDUCE | -19,786 |
| 11 |
 AVT
|
Avnet Inc (AVT) | COM | 3.1% | $188,899,877 | 3,928,866 | REDUCE | -71 |
| 12 |
 SLB
|
SLB LTD (SLB) | COM | 2.9% | $178,882,540 | 4,660,827 | NEW BUY | +4,660,827 |
| 13 |
 MRP
|
Millrose Properties (MRP) | COM | 2.2% | $137,299,964 | 4,596,584 | REDUCE | -4,689 |
| 14 |
 MTH
|
Meritage Homes Corp (MTH) | COM | 1.6% | $96,419,372 | 1,465,340 | ADD | +12,386 |
| 15 |
 NOV
|
NOV INC (NOV) | COM | 1.5% | $89,796,507 | 5,745,138 | REDUCE | -2,544 |
| 16 |
 VBIL
|
Vanguard 0-3M T-Bill ETF (VBIL) | COM | 0.9% | $58,286,647 | 772,725 | ADD | +272,725 |
| 17 |
 LENB
|
Lennar Corporation - B SHS (LEN/B) | COM | 0.6% | $34,629,292 | 364,059 | - | - |
| 18 |
 TFX
|
Teleflex Inc (TFX) | COM | 0.2% | $14,898,521 | 122,079 | NEW BUY | +122,079 |
| 19 |
 C
|
Citigroup Inc (C) | COM | 0.1% | $3,881,109 | 33,260 | REDUCE | -50,013 |
| 20 |
 ICLR
|
Icon PLC (ICLR) | COM | 0.1% | $3,169,535 | 17,394 | REDUCE | -15 |
| 21 |
 RHI
|
Robert Half Inc (RHI) | COM | 0.1% | $2,843,652 | 104,700 | NEW BUY | +104,700 |
| 22 |
 TMHC
|
Taylor Morrison Home Corp (TMHC) | COM | 0.1% | $2,796,325 | 47,500 | NEW BUY | +47,500 |
| 23 |
 CRH
|
CRH PLC (CRH) | COM | 0.0% | $2,496,000 | 20,000 | REDUCE | -5,000 |
| 24 |
 A
|
Agilent Technologies, Inc. (A) | COM | 0.0% | $1,455,949 | 10,700 | - | - |
| 25 |
 JPM
|
J P Morgan Chase (JPM) | COM | 0.0% | $1,288,880 | 4,000 | - | - |
Position Changes
8 quarters available
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | TFX | Teleflex Inc (TFX) | NEW BUY | +122,079 | New | 122,079 | $14,898,521 |
| 2 | MTH | Meritage Homes Corp (MTH) | ADD | +12,386 | +0.9% | 1,465,340 | $96,419,372 |
| 3 | DHI | D R Horton, Inc. (DHI) | REDUCE | -153,617 | -4.2% | 3,484,146 | $501,821,548 |
| 4 | - | Goldman Sachs (GS) | SOLD | -1,000 | Exit | - | - |
| 5 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | ADD | +272,725 | +54.5% | 772,725 | $58,286,647 |
| 6 | OSK | Oshkosh Corp (OSK) | REDUCE | -5,310 | -0.2% | 2,521,296 | $316,750,416 |
| 7 | LEA | Lear Corporation (LEA) | REDUCE | -19,786 | -1.1% | 1,776,038 | $203,533,955 |
| 8 | TMHC | Taylor Morrison Home Corp (TMHC) | NEW BUY | +47,500 | New | 47,500 | $2,796,325 |
| 9 | - | General Motors Co (GM) | REDUCE | -7,885,401 | -34.2% | 15,178,957 | $1,234,352,783 |
| 10 | ARW | Arrow Electronics Inc (ARW) | ADD | +1,572 | +0.1% | 1,899,971 | $209,338,805 |
| 11 | TEX | Terex Corp (TEX) | REDUCE | -1,458,311 | -98.7% | 19,422 | $1,036,746 |
| 12 | RHI | Robert Half Inc (RHI) | NEW BUY | +104,700 | New | 104,700 | $2,843,652 |
| 13 | MRP | Millrose Properties (MRP) | REDUCE | -4,689 | -0.1% | 4,596,584 | $137,299,964 |
| 14 | BAX | Baxter International Inc (BAX) | ADD | +4,404,874 | +70.0% | 10,693,223 | $204,347,492 |
| 15 | NOV | NOV INC (NOV) | REDUCE | -2,544 | -0.0% | 5,745,138 | $89,796,507 |
| 16 | TOL | Toll Brothers, Inc. (TOL) | ADD | +22,218 | +0.4% | 5,603,187 | $757,662,946 |
| 17 | ICLR | Icon PLC (ICLR) | REDUCE | -15 | -0.1% | 17,394 | $3,169,535 |
| 18 | C | Citigroup Inc (C) | REDUCE | -50,013 | -60.1% | 33,260 | $3,881,109 |
| 19 | PHM | PulteGroup Inc. (PHM) | REDUCE | -35,400 | -0.6% | 5,534,428 | $648,967,027 |
| 20 | AVTR | Avantor Inc (AVTR) | ADD | +2,189,083 | +12.0% | 20,500,653 | $234,937,483 |
| 21 | SCHW | Charles Schwab Corporation (SCHW) | REDUCE | -2,500 | -16.7% | 12,500 | $1,248,875 |
| 22 | LEN | Lennar Corporation - A (LEN) | ADD | +440,753 | +4.6% | 10,094,147 | $1,037,678,312 |
| 23 | AVT | Avnet Inc (AVT) | REDUCE | -71 | -0.0% | 3,928,866 | $188,899,877 |
| 24 | CRH | CRH PLC (CRH) | REDUCE | -5,000 | -20.0% | 20,000 | $2,496,000 |
| 25 | SLB | SLB LTD (SLB) | NEW BUY | +4,660,827 | New | 4,660,827 | $178,882,540 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | REDUCE | -39,001 | -2.6% | 1,452,954 | $105,237,458 |
| 2 | DHI | D R Horton, Inc. (DHI) | REDUCE | -43,300 | -1.2% | 3,637,763 | $616,491,696 |
| 3 | - | Goldman Sachs (GS) | REDUCE | -1,500 | -60.0% | 1,000 | $796,350 |
| 4 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | NEW BUY | +500,000 | New | 500,000 | $37,807,500 |
| 5 | G | Genpact LTD (G) | REDUCE | -1,018 | -9.2% | 10,000 | $418,900 |
| 6 | OSK | Oshkosh Corp (OSK) | REDUCE | -27,800 | -1.1% | 2,526,606 | $327,700,798 |
| 7 | LEA | Lear Corporation (LEA) | REDUCE | -45,823 | -2.5% | 1,795,824 | $180,677,853 |
| 8 | - | General Motors Co (GM) | REDUCE | -590,000 | -2.5% | 23,064,358 | $1,406,233,907 |
| 9 | ARW | Arrow Electronics Inc (ARW) | REDUCE | -14,300 | -0.7% | 1,898,399 | $229,706,279 |
| 10 | TEX | Terex Corp (TEX) | REDUCE | -22,200 | -1.5% | 1,477,733 | $75,807,703 |
| 11 | MRP | Millrose Properties (MRP) | REDUCE | -3,286,243 | -41.7% | 4,601,273 | $154,648,786 |
| 12 | BAX | Baxter International Inc (BAX) | NEW BUY | +6,288,349 | New | 6,288,349 | $143,185,707 |
| 13 | NOV | NOV INC (NOV) | ADD | +765,166 | +15.4% | 5,747,682 | $76,156,787 |
| 14 | TOL | Toll Brothers, Inc. (TOL) | REDUCE | -20,947 | -0.4% | 5,580,969 | $770,955,058 |
| 15 | ICLR | Icon PLC (ICLR) | REDUCE | -224 | -1.3% | 17,409 | $3,046,575 |
| 16 | C | Citigroup Inc (C) | REDUCE | -16,092,290 | -99.5% | 83,273 | $8,452,210 |
| 17 | - | Morgan Stanley (MS) | SOLD | -10,000 | Exit | - | - |
| 18 | PHM | PulteGroup Inc. (PHM) | REDUCE | -10,600 | -0.2% | 5,569,828 | $735,941,374 |
| 19 | AVTR | Avantor Inc (AVTR) | NEW BUY | +18,311,570 | New | 18,311,570 | $228,528,394 |
| 20 | JPM | J P Morgan Chase (JPM) | REDUCE | -1,000 | -20.0% | 4,000 | $1,261,720 |
| 21 | SCHW | Charles Schwab Corporation (SCHW) | REDUCE | -5,000 | -25.0% | 15,000 | $1,432,050 |
| 22 | LEN | Lennar Corporation - A (LEN) | ADD | +159,809 | +1.7% | 9,653,394 | $1,216,713,780 |
| 23 | AVT | Avnet Inc (AVT) | REDUCE | -34,000 | -0.9% | 3,928,937 | $205,404,826 |
| 24 | CRH | CRH PLC (CRH) | REDUCE | -1,937 | -7.2% | 25,000 | $2,997,500 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | ADD | +57,587 | +4.0% | 1,491,955 | $99,916,226 |
| 2 | DHI | D R Horton, Inc. (DHI) | ADD | +6,300 | +0.2% | 3,681,063 | $474,562,642 |
| 3 | G | Genpact LTD (G) | REDUCE | -135,660 | -92.5% | 11,018 | $484,902 |
| 4 | OSK | Oshkosh Corp (OSK) | ADD | +800 | +0.0% | 2,554,406 | $290,027,257 |
| 5 | LEA | Lear Corporation (LEA) | REDUCE | -1,800 | -0.1% | 1,841,647 | $174,919,632 |
| 6 | - | General Motors Co (GM) | REDUCE | -125,702 | -0.5% | 23,654,358 | $1,164,030,957 |
| 7 | ARW | Arrow Electronics Inc (ARW) | REDUCE | -1,058 | -0.1% | 1,912,699 | $243,735,234 |
| 8 | STLA | Stellantis NV (STLA) | ADD | +6,000 | +20.0% | 36,000 | $361,080 |
| 9 | TEX | Terex Corp (TEX) | REDUCE | -3,200 | -0.2% | 1,499,933 | $70,031,872 |
| 10 | RHI | Robert Half Inc. (RHI) | SOLD | -3,800 | Exit | - | - |
| 11 | MRP | Millrose Properties (MRP) | REDUCE | -501 | -0.0% | 7,887,516 | $224,873,081 |
| 12 | NOV | NOV INC (NOV) | ADD | +868,359 | +21.1% | 4,982,516 | $61,932,674 |
| 13 | TOL | Toll Brothers, Inc. (TOL) | ADD | +39,334 | +0.7% | 5,601,916 | $639,346,673 |
| 14 | ICLR | Icon PLC (ICLR) | NEW BUY | +17,633 | New | 17,633 | $2,564,720 |
| 15 | C | Citigroup Inc (C) | REDUCE | -490,280 | -2.9% | 16,175,563 | $1,376,863,923 |
| 16 | - | Berkshire Hathaway Inc. Class B (BRK/B) | SOLD | -1,001 | Exit | - | - |
| 17 | PHM | PulteGroup Inc. (PHM) | REDUCE | -6,900 | -0.1% | 5,580,428 | $588,511,937 |
| 18 | LEN | Lennar Corporation - A (LEN) | ADD | +53,630 | +0.6% | 9,493,585 | $1,050,085,437 |
| 19 | AVT | Avnet Inc (AVT) | REDUCE | -2,300 | -0.1% | 3,962,937 | $210,352,696 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | ADD | +695,355 | +94.1% | 1,434,368 | $101,668,004 |
| 2 | DHI | D R Horton, Inc. (DHI) | ADD | +3,200 | +0.1% | 3,674,763 | $467,172,620 |
| 3 | - | International Paper Co (IP) | SOLD | -35,288 | Exit | - | - |
| 4 | G | Genpact LTD (G) | REDUCE | -1,083,660 | -88.1% | 146,678 | $7,389,638 |
| 5 | OSK | Oshkosh Corp (OSK) | ADD | +1,500 | +0.1% | 2,553,606 | $240,243,252 |
| 6 | LEA | Lear Corporation (LEA) | ADD | +1,200 | +0.1% | 1,843,447 | $162,628,894 |
| 7 | - | General Motors Co (GM) | ADD | +56,616 | +0.2% | 23,780,060 | $1,118,376,222 |
| 8 | ARW | Arrow Electronics Inc (ARW) | ADD | +8,900 | +0.5% | 1,913,757 | $198,705,389 |
| 9 | STLA | Stellantis NV (STLA) | NEW BUY | +30,000 | New | 30,000 | $336,300 |
| 10 | RHI | Robert Half Inc. (RHI) | NEW BUY | +3,800 | New | 3,800 | $207,290 |
| 11 | MRP | Millrose Properties (MRP) | NEW BUY | +7,888,017 | New | 7,888,017 | $209,111,331 |
| 12 | NOV | NOV INC (NOV) | ADD | +823,115 | +25.0% | 4,114,157 | $62,617,470 |
| 13 | TOL | Toll Brothers, Inc. (TOL) | ADD | +26,079 | +0.5% | 5,562,582 | $587,353,033 |
| 14 | C | Citigroup Inc (C) | REDUCE | -204,922 | -1.2% | 16,665,843 | $1,183,108,195 |
| 15 | PHM | PulteGroup Inc. (PHM) | ADD | +3,100 | +0.1% | 5,587,328 | $574,377,318 |
| 16 | LEN | Lennar Corporation - A (LEN) | ADD | +275,220 | +3.0% | 9,439,955 | $1,083,518,035 |
| 17 | AVT | Avnet Inc (AVT) | ADD | +2,400 | +0.1% | 3,965,237 | $190,688,247 |
| 18 | CRH | CRH PLC (CRH) | REDUCE | -604,856 | -95.7% | 26,937 | $2,369,648 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | REDUCE | -5,350 | -0.7% | 739,013 | $113,674,980 |
| 2 | DHI | D R Horton, Inc. (DHI) | ADD | +58 | +0.0% | 3,671,563 | $513,357,939 |
| 3 | LENB | Lennar Corporation - B SHS (LEN/B) | REDUCE | -272 | -0.1% | 364,059 | $48,110,397 |
| 4 | - | Goldman Sachs (GS) | REDUCE | -6,540 | -72.3% | 2,500 | $1,431,550 |
| 5 | G | Genpact LTD (G) | REDUCE | -13,475 | -1.1% | 1,230,338 | $52,843,017 |
| 6 | OSK | Oshkosh Corp (OSK) | ADD | +15,622 | +0.6% | 2,552,106 | $242,628,717 |
| 7 | LEA | Lear Corporation (LEA) | ADD | +22,601 | +1.2% | 1,842,247 | $174,460,791 |
| 8 | - | General Motors Co (GM) | REDUCE | -107,412 | -0.5% | 23,723,444 | $1,263,747,862 |
| 9 | ARW | Arrow Electronics Inc (ARW) | ADD | +20,484 | +1.1% | 1,904,857 | $215,477,424 |
| 10 | TEX | Terex Corp (TEX) | ADD | +3,290 | +0.2% | 1,503,133 | $69,474,807 |
| 11 | NOV | NOV INC (NOV) | ADD | +1,255,666 | +61.7% | 3,291,042 | $48,049,213 |
| 12 | TOL | Toll Brothers, Inc. (TOL) | REDUCE | -5,627 | -0.1% | 5,536,503 | $697,322,553 |
| 13 | C | Citigroup Inc (C) | REDUCE | -12,626 | -0.1% | 16,870,765 | $1,187,533,148 |
| 14 | PHM | PulteGroup Inc. (PHM) | REDUCE | -8,951 | -0.2% | 5,584,228 | $608,122,429 |
| 15 | LEN | Lennar Corporation - A (LEN) | ADD | +77,549 | +0.9% | 9,164,735 | $1,249,794,912 |
| 16 | AVT | Avnet Inc (AVT) | ADD | +38,185 | +1.0% | 3,962,837 | $207,335,632 |
| 17 | CRH | CRH PLC (CRH) | REDUCE | -10,523,480 | -94.3% | 631,793 | $58,453,488 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | REDUCE | -27,790 | -3.6% | 744,363 | $152,646,520 |
| 2 | DHI | D R Horton, Inc. (DHI) | ADD | +1,612 | +0.0% | 3,671,505 | $700,413,009 |
| 3 | LENB | Lennar Corporation - B SHS (LEN/B) | REDUCE | -118,419 | -24.5% | 364,331 | $63,007,403 |
| 4 | - | Goldman Sachs (GS) | REDUCE | -48,219 | -84.2% | 9,040 | $4,475,794 |
| 5 | - | International Paper Co (IP) | REDUCE | -5,368,597 | -99.3% | 35,288 | $1,723,819 |
| 6 | G | Genpact LTD (G) | ADD | +3,038 | +0.2% | 1,243,813 | $48,769,908 |
| 7 | OSK | Oshkosh Corp (OSK) | ADD | +19,442 | +0.8% | 2,536,484 | $254,181,062 |
| 8 | LEA | Lear Corporation (LEA) | ADD | +2,766 | +0.2% | 1,819,646 | $198,614,361 |
| 9 | - | General Motors Co (GM) | ADD | +564,198 | +2.4% | 23,830,856 | $1,068,575,583 |
| 10 | ARW | Arrow Electronics Inc (ARW) | ADD | +1,493 | +0.1% | 1,884,373 | $250,301,266 |
| 11 | TEX | Terex Corp (TEX) | ADD | +172 | +0.0% | 1,499,843 | $79,356,693 |
| 12 | NOV | NOV INC (NOV) | ADD | +236,400 | +13.1% | 2,035,376 | $32,504,955 |
| 13 | TOL | Toll Brothers, Inc. (TOL) | REDUCE | -23,657 | -0.4% | 5,542,130 | $856,203,664 |
| 14 | C | Citigroup Inc (C) | ADD | +242,545 | +1.5% | 16,883,391 | $1,056,900,277 |
| 15 | - | 3M Company (MMM) | SOLD | -2,368 | Exit | - | - |
| 16 | PHM | PulteGroup Inc. (PHM) | ADD | +16,871 | +0.3% | 5,593,179 | $802,788,982 |
| 17 | JPM | J P Morgan Chase (JPM) | REDUCE | -2,500 | -33.3% | 5,000 | $1,054,300 |
| 18 | LEN | Lennar Corporation - A (LEN) | ADD | +114,654 | +1.3% | 9,087,186 | $1,703,665,631 |
| 19 | AVT | Avnet Inc (AVT) | ADD | +2,314 | +0.1% | 3,924,652 | $213,147,850 |
| 20 | CRH | CRH PLC (CRH) | ADD | +35,209 | +0.3% | 11,155,273 | $1,034,540,018 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | REDUCE | -54,752 | -6.6% | 772,153 | $124,972,963 |
| 2 | DHI | D R Horton, Inc. (DHI) | ADD | +81,900 | +2.3% | 3,669,893 | $517,198,020 |
| 3 | LENB | Lennar Corporation - B SHS (LEN/B) | REDUCE | -34,050 | -6.6% | 482,750 | $67,309,833 |
| 4 | - | Goldman Sachs (GS) | REDUCE | -2,238,918 | -97.5% | 57,259 | $25,899,391 |
| 5 | - | International Paper Co (IP) | REDUCE | -4,761,500 | -46.8% | 5,403,885 | $233,177,638 |
| 6 | G | Genpact LTD (G) | ADD | +153,140 | +14.1% | 1,240,775 | $39,940,547 |
| 7 | OSK | Oshkosh Corp (OSK) | ADD | +36,953 | +1.5% | 2,517,042 | $272,343,944 |
| 8 | LEA | Lear Corporation (LEA) | ADD | +17,820 | +1.0% | 1,816,880 | $207,505,865 |
| 9 | - | General Motors Co (GM) | ADD | +112,500 | +0.5% | 23,266,658 | $1,080,968,931 |
| 10 | ARW | Arrow Electronics Inc (ARW) | ADD | +32,052 | +1.7% | 1,882,880 | $227,376,589 |
| 11 | TEX | Terex Corp (TEX) | ADD | +23,371 | +1.6% | 1,499,671 | $82,241,958 |
| 12 | TOL | Toll Brothers, Inc. (TOL) | ADD | +52,893 | +1.0% | 5,565,787 | $641,067,347 |
| 13 | - | Technipfmc PLC (FTI) | SOLD | -15,500 | Exit | - | - |
| 14 | C | Citigroup Inc (C) | ADD | +349,086 | +2.1% | 16,640,846 | $1,056,028,087 |
| 15 | PHM | PulteGroup Inc. (PHM) | REDUCE | -94,510 | -1.7% | 5,576,308 | $613,951,511 |
| 16 | - | Westrock CO (WRK) | SOLD | -12,644,411 | Exit | - | - |
| 17 | JPM | J P Morgan Chase (JPM) | REDUCE | -4,618,884 | -99.8% | 7,500 | $1,516,950 |
| 18 | LEN | Lennar Corporation - A (LEN) | ADD | +39,075 | +0.4% | 8,972,532 | $1,344,713,371 |
| 19 | AVT | Avnet Inc (AVT) | ADD | +63,801 | +1.7% | 3,922,338 | $201,961,184 |
| 20 | CRH | CRH PLC (CRH) | ADD | +91,267 | +0.8% | 11,120,064 | $833,782,399 |
| # | Ticker | Issuer | Action | Share Change | % Change | Shares Held | Value ($) |
|---|---|---|---|---|---|---|---|
| 1 | MTH | Meritage Homes Corp (MTH) | ADD | +114 | +0.0% | 826,905 | $145,088,751 |
| 2 | DHI | D R Horton, Inc. (DHI) | ADD | +40,045 | +1.1% | 3,587,993 | $590,404,248 |
| 3 | LENB | Lennar Corporation - B SHS (LEN/B) | REDUCE | -52,609 | -9.2% | 516,800 | $79,680,224 |
| 4 | - | Goldman Sachs (GS) | REDUCE | -34,300 | -1.5% | 2,296,177 | $959,090,171 |
| 5 | - | International Paper Co (IP) | ADD | +329,990 | +3.4% | 10,165,385 | $396,653,323 |
| 6 | G | Genpact LTD (G) | ADD | +784,830 | +259.2% | 1,087,635 | $35,837,573 |
| 7 | OSK | Oshkosh Corp (OSK) | ADD | +10,300 | +0.4% | 2,480,089 | $309,291,899 |
| 8 | LEA | Lear Corporation (LEA) | ADD | +6,200 | +0.3% | 1,799,060 | $260,647,813 |
| 9 | - | General Motors Co (GM) | ADD | +115,900 | +0.5% | 23,154,158 | $1,050,041,065 |
| 10 | ARW | Arrow Electronics Inc (ARW) | ADD | +24,300 | +1.3% | 1,850,828 | $239,608,193 |
| 11 | TEX | Terex Corp (TEX) | ADD | +19,600 | +1.3% | 1,476,300 | $95,073,720 |
| 12 | NOV | NOV INC (NOV) | ADD | +208,576 | +13.1% | 1,798,976 | $35,116,012 |
| 13 | TOL | Toll Brothers, Inc. (TOL) | REDUCE | -32,093 | -0.6% | 5,512,894 | $713,203,097 |
| 14 | C | Citigroup Inc (C) | ADD | +178,455 | +1.1% | 16,291,760 | $1,030,290,902 |
| 15 | PHM | PulteGroup Inc. (PHM) | REDUCE | -55,550 | -1.0% | 5,670,818 | $684,014,067 |
| 16 | - | Westrock CO (WRK) | REDUCE | -766,210 | -5.7% | 12,644,411 | $625,266,124 |
| 17 | JPM | J P Morgan Chase (JPM) | REDUCE | -97,120 | -2.1% | 4,626,384 | $926,664,715 |
| 18 | LEN | Lennar Corporation - A (LEN) | REDUCE | -109,254 | -1.2% | 8,933,457 | $1,536,375,935 |
| 19 | AVT | Avnet Inc (AVT) | ADD | +23,738 | +0.6% | 3,858,537 | $191,306,264 |
| 20 | CRH | CRH PLC (CRH) | REDUCE | -113,140 | -1.0% | 11,028,797 | $951,344,029 |
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