Portfolio (Quarterly) Guide ↗

GREENHAVEN ASSOCIATES INC

· CIK 0000846222

13F Portfolio $6.1B AUM 27 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 8 Added 6 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	Millrose Properties (MRP)	—	4,596,584	$137.3M	2.23%	SOLD
2	TFX	Teleflex Inc (TFX)	Healthcare	122,079	$14.9M	0.24%	SOLD
3	C	Citigroup Inc (C)	Financial Services	33,260	$3.9M	0.06%	SOLD
4	RHI	Robert Half Inc (RHI)	Industrials	104,700	$2.8M	0.05%	SOLD

Sector Allocation

Consumer Cyclical 62.4%

Healthcare 12.8%

Technology 10.2%

Industrials 7.5%

Energy 7.1%

Financial Services 0.0%