Skip to content
KStart free
AI InfrastructureDefenseQuantumAll studies →

CIK 846222

13F portfolio (2026-Q1)
$6.1B
Positions
27
Implied 1Y CAGR
+20.2%
modeled · as filed

Reported long US book (13F) · Δ vs 2025-Q4 · methodology

Implied return what this book implies methodology →

Open in PORT →

As filed = each book applied at quarter-end (what it did) · As copyable = applied at the 45-day filing deadline (what a follower could have earned).

Computing…

Exposures · what it owns, by sector & size (2026-Q1)

Holdings
27
Top 5
61.7%
Top 10
84.2%
Effective N
10.5
HHI
0.095

By sector

Industrials: 34.9%Consumer Discretionary: 33.2%Unclassified: 21.0%Health Care: 6.9%Energy: 3.9%Financials: 0.0%Materials: 0.0%Sector
Industrials34.9%
Consumer Discretionary33.2%
Unclassified21.0%
Health Care6.9%
Energy3.9%
Financials0.0%
Materials0.0%

By market cap

Large ($10–200B): 58.8%Unknown: 21.3%Mid ($2–10B): 19.9%Mega (>$200B): 0.0%Size
Large ($10–200B)58.8%
Unknown21.3%
Mid ($2–10B)19.9%
Mega (>$200B)0.0%

By region

North America: 79.0%Other: 21.0%Europe: 0.0%Region
North America79.0%
Other21.0%
Europe0.0%

By industry group GICS — finer than sector

Industry groupWeightNames
Construction & Engineering48.12%6
Unclassified21.02%5
Automobiles & Components9.52%2
Distributors8.46%2
Health Care Equipment & Supplies3.96%1
Oil, Gas & Consumable Fuels3.95%1
Life Sciences Tools & Services2.94%2
Machinery1.95%3
Construction Materials0.03%1
Banks0.02%1
Capital Markets0.02%1
Road & Rail0.01%1
Professional Services0.01%1

Top holdings

#TickerNameSectorWeight
1General Motors Co (GM)Unclassified15.37%
2LENLENNAR CORP /NEW/Consumer Discretionary15.21%
3TOLToll Brothers, Inc.Industrials12.69%
4PHMPULTEGROUP INC/MI/Industrials10.65%
5DHIHORTON D R INC /DE/Industrials7.84%
6OSKOSHKOSH CORPConsumer Discretionary6.14%
7ARWARROW ELECTRONICS, INC.Consumer Discretionary4.48%
8AVTAVNET INCConsumer Discretionary3.98%
9BAXBAXTER INTERNATIONAL INCHealth Care3.96%
10SLBSLB LIMITED/NVEnergy3.95%

23/27 classified; unclassified names are still shown.

Sector allocation over time · how the sector mix & top names shifted each quarter

top 5 per sector, the rest → “Other” · 52 quarters
0%25%50%75%100%20132014201520162017201820192020202120222023202420252026LENWHRLOWFGMOther Consumer DiscretionaryFDXDHITOLPHMUPSOther IndustrialsGSCJPMMSSCHWOther FinancialsCRHIPOCAPDCFBKRSLBDVNPAAAAVTRBAXRVTYTFXTELMSFTDXCMRPGeneral Motors Co (GM)EADSYWRKCO INCAIR PRODS & CHEMS INCBoeing CoOther Unclassified

Sector allocation over 52 reported quarters, 2013-Q2 to 2026-Q1, 42 bands (top holdings within each sector). Latest quarter 2026-Q1: Other Consumer Discretionary 18.0%, General Motors Co (GM) 15.4%, LEN 15.2%, TOL 12.7%, PHM 10.6%. Use the arrow keys to read a quarter.

Consumer DiscretionaryLEN, WHR, LOW, F, GM · other
IndustrialsFDX, DHI, TOL, PHM, UPS · other
FinancialsGS, C, JPM, MS, SCHW · other
MaterialsCRH, IP, OC, APD, CF
EnergyBKR, SLB, DVN, PAA
Health CareA, AVTR, BAX, RVTY, TFX
Information TechnologyTEL, MSFT, DXC
Real Estate
UnclassifiedGeneral Motors Co (GM), EADSY, WRKCO INC, AIR PRODS & CHEMS INC, Boeing Co · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 79.0% of the book is classified (unclassified names are still shown).

Style box · size × value-growth placement (2026-Q1), classified on today's fundamentals (not point-in-time) — load into PORT to overlay your own book

ValueCore (blend)GrowthSmallMidLarge10%28%34%0.05%4%
holdings, colored by sector (19 classified)GREENHAVEN ASSOCIATES INC centroid (Mid Value)
IndustrialsConsumer DiscretionaryHealth CareEnergyFinancialsMaterials

Style box summary for GREENHAVEN ASSOCIATES INC: centroid Mid Value. Heaviest cells: Mid Value 33.7%, Small Core 28.0%, Small Value 9.9%.

Classified: 75.6% of book weight (19/27 names) · unclassified 24.4%.

Contribution holdings-based, any period

Attribution lands once this book has priced history across the window. Try a longer period.

Holdings· 27 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#SecuritySharesValueWeightΔ QoQ
1General Motors Co (GM)12,526,135$933M15.4%TRIM −17%
2LENLENNAR CORP10,632,131$923M15.2%ADD 5%
3TOLTOLL BROTHERS INC5,645,309$770M12.7%HOLD
4PHMPULTE GROUP INC5,497,109$647M10.6%HOLD
5DHID R HORTON INC3,466,920$476M7.8%HOLD
6OSKOSHKOSH CORP2,531,005$373M6.1%HOLD
7ARWArrow Electronics1,895,860$272M4.5%HOLD
8AVTAVNET INC3,920,512$242M4.0%HOLD
9BAXBAXTER INTL INC14,307,688$240M4.0%ADD 34%
10SLBSCHLUMBERGER LTD4,664,577$240M3.9%HOLD
11ICLRICON PLC2,002,411$222M3.6%ADD 11412%
12LEALEAR CORP1,697,369$206M3.4%TRIM −4%
13AVTRAVANTOR INC22,593,838$177M2.9%ADD 10%
14NOVNOV INC5,751,338$108M1.8%HOLD
15VBILVANGUARD INSTL INDEX FD1,196,425$91M1.5%ADD 55%
16MTHMERITAGE HOMES CORP1,454,849$90M1.5%HOLD
17LEN.BLENNAR CORP364,059$31M0.5%HOLD
18TMHCTAYLOR MORRISON HOME CORP270,608$16M0.3%ADD 470%
19DNOWDNOW INC824,487$10M0.2%NEW
20CRHCRH PLC17,500$2M0.0%TRIM −13%
21AAGILENT TECHNOLOGIES INC10,700$1M0.0%HOLD
22JPMJPMORGAN CHASE & CO4,000$1M0.0%HOLD
23SCHWSCHWAB CHARLES CORP12,500$1M0.0%HOLD
24TEXTerex Corp.10,922$645,4900.0%TRIM −44%
25UNPUNION PAC CORP2,032$493,0040.0%HOLD
26GGENPACT LIMITED10,000$372,5000.0%HOLD
27STLASTELLANTIS N.V37,000$262,3300.0%ADD 3%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed
Security2024-Q42025-Q12025-Q22025-Q32025-Q42026-Q1Latest value
General Motors Co (GM)23.7M23.8M23.7M23.1M15.2M12.5M$933M
LENLENNAR CORP9.2M9.4M9.5M9.7M10.1M10.6M$923M
TOLTOLL BROTHERS INC5.5M5.6M5.6M5.6M5.6M5.6M$770M
PHMPULTE GROUP INC5.6M5.6M5.6M5.6M5.5M5.5M$647M
DHID R HORTON INC3.7M3.7M3.7M3.6M3.5M3.5M$476M
OSKOSHKOSH CORP2.6M2.6M2.6M2.5M2.5M2.5M$373M
ARWArrow Electronics1.9M1.9M1.9M1.9M1.9M1.9M$272M
AVTAVNET INC4.0M4.0M4.0M3.9M3.9M3.9M$242M
BAXBAXTER INTL INC6.3M10.7M14.3M$240M
SLBSCHLUMBERGER LTD4.7M4.7M$240M
ICLRICON PLC18K17K17K2.0M$222M
LEALEAR CORP1.8M1.8M1.8M1.8M1.8M1.7M$206M
AVTRAVANTOR INC18.3M20.5M22.6M$177M
NOVNOV INC3.3M4.1M5.0M5.7M5.7M5.8M$108M
VBILVANGUARD INSTL INDEX FD500K773K1.2M$91M

Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.

Related· where to look next

Similar managersIndustrials 35%
🔒 Briar Hall Management LLC
🔒 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
🔒 CI Global Investments Inc.
🔒 COLUMBIA WANGER ASSET MANAGEMENT LLC
Firm lineageForm ADV + cited

Where this firm's principals came from, and what its alumni went on to found.

joins filed 13F data only — no style, strategy or performance similarity is claimed · 13F 2026-Q1
Similar managers — “Similar” = same top sector (Industrials) + closest 13F size, self excluded; NOT a style or performance match, and a filer whose real business is elsewhere (shorts, private, non-13F) can still surface.
Also hold LEN — other Section 13(f) filers reporting a long position in this book's largest tickered holding for 2026-Q1. Lagged quarterly filings (up to 45 days after quarter-end); “% of shares out” is omitted where the reported share count can't carry it.
Filers outside the free window show locked, not hidden.
Note· sign in to keep one