Greenhaven Associates reported no Accenture shares at Sept. 30, 2026, down from a stake worth $421.2 million at June 30, and 42.7% fewer Lear shares, according to its latest 13F, the quarterly holdings report big investment managers file with the Securities and Exchange Commission. The Purchase, New York-based firm filed it on Oct. 26, 2026.
Key points
No longer listed: Accenture and EPAM Systems, the only June 30 holdings missing at Sept. 30.
Among the cuts: Lear, IQVIA, Arrow Electronics and Avnet.
Largest holding listed: Lennar Class A shares, worth $1.07 billion.
Only new position listed: Bath & Body Works, 10,000 shares worth $159,200.
Which holdings did Greenhaven Associates cut or stop reporting?
Changes in some of its holdings from June 30:
Accenture: not listed at Sept. 30; 3,384,681 shares worth $421,189,704 at June 30.
EPAM Systems: not listed at Sept. 30; 587,300 shares worth $46,602,255 at June 30.
Lear: 834,527 shares, down 42.7% from 1,455,933. That's 621,406 fewer shares.
IQVIA: 544,925 shares, down 29.1% from 768,045.
Arrow Electronics: 1,486,774 shares, down 15.7% from 1,764,153.
Avnet: 3,205,515 shares, down 15.0% from 3,772,861.
Lennar Class A: 13,055,103 shares, up 15.4% from 11,316,279.
What are Greenhaven Associates' largest listed holdings?
Lennar Class A shares were its largest listed holding at Sept. 30, worth $1,065,165,854, followed by Becton Dickinson at $1,056,946,670 and General Motors at $993,821,521. The report's cover page lists 27 positions worth $7,961,271,579 in total, down from 28 positions worth $8,660,705,519 at June 30.
A 13F has limits. It shows long positions in U.S.-listed stocks and certain other securities, not short bets, and managers have up to 45 days after the quarter ends to file, according to SEC guidance. Greenhaven's holdings may have changed since Sept. 30.
To weigh a fund's moves against your own stocks, research a holding in context with Silvia.
What to watch
Feb. 16, 2027: Greenhaven's next 13F, covering holdings at Dec. 31, 2026, is due. The 45th day falls on a Sunday and Feb. 15 is a federal holiday, so the deadline moves to the next business day.
Sources: Greenhaven Associates Inc, Form 13F information table, Sept. 30, 2026, Form 13F cover page, Sept. 30, 2026, filing index, Oct. 26, 2026, Form 13F information table, June 30, 2026, Form 13F cover page, June 30, 2026 and filing index, July 28, 2026; SEC, Frequently Asked Questions About Form 13F; Office of Personnel Management, federal holidays, 2027. Share and percentage changes calculated by Silvia News.
Silvia News is for information only and is not investment advice.
