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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 Chg Shares Chg % Period Price ① Since Period ①
1 DNOW DNOW INC (DNOW) Energy 824,487.0 $9.8M 0.16% NEW $11.91 +8.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 62.4%
Healthcare 12.8%
Technology 10.2%
Industrials 7.5%
Energy 7.1%
Financial Services 0.0%