GREENHAVEN ASSOCIATES INC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 4,660,827 shares of $SLB (~$178,882,540). This was an increase of ~inf% over their previous position.
- An addition of 4,404,874 shares of $BAX (~$84,177,142). This was an increase of ~70% over their previous position.
- A decrease of -1,458,311 shares of $TEX (~$77,844,641). This was a decrease of ~99% from their previous position.
- An addition of 440,753 shares of $LEN (~$45,309,408). This was an increase of ~5% over their previous position.
- An addition of 2,189,083 shares of $AVTR (~$25,086,891). This was an increase of ~12% over their previous position.
- A decrease of -153,617 shares of $DHI (~$22,125,457). This was a decrease of ~4% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for GREENHAVEN ASSOCIATES INC for more details.
