Edgar Wachenheim III recent buys & sells (2026 Q3)
Greenhaven Associates
Greenhaven Associates Portfolio Changes
Purchase & sale details
- Portfolio value:
- $7.96B (-$699M)
- Previous value:
- $8.66B
- # of changes:
- 25
- New positions:
- 1
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 26 Oct 2026
Greenhaven Associates has disclosed a total of 25 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 14 and completely sold out 2 position(s).
What stocks is Edgar Wachenheim III buying now?
In the recent quarter Edgar Wachenheim III has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (LEN) Lennar Corp (added shares +15.37%), (BDX) Becton Dickinson and Company (added shares +3.93%), (GM) General Motors Company (added shares +0.26%), (DHI) DR Horton Inc (added shares +7.08%) and (MTH) Meritage Corp (added shares +5.40%).
In the latest report(s) the following changes have been made to the top investments: (LEN) Lennar Corp (added shares +15.37%), (BDX) Becton Dickinson and Company (added shares +3.93%), (GM) General Motors Company (added shares +0.26%), (TOL) Toll Brothers Inc (reduced shares -0.29%) and (PHM) PulteGroup Inc (reduced shares -1.13%).
25 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Bath & Body Works Inc
|
new
|
+10,000
|
10,000
|
+0%
|
$15.92
|
+33.35%($21.23)
|
0.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Vanguard 0-3 Month Treasury Bill ETF
|
+29.75%
|
+196,916
|
858,916
|
+0.19%
|
$75.72
|
-0.01%($75.71)
|
0.82%
|
2025 Q3
|
~1.25 years
|
|
|
|
Lennar Corp
|
+15.37%
|
+1,738,824
|
13,055,103
|
+1.78%
|
$81.59
|
+2.59%($83.70)
|
13.38%
|
2015 Q4
|
~11.00 years
|
|
|
|
DR Horton Inc
|
+7.08%
|
+248,044
|
3,753,844
|
+0.43%
|
$136.65
|
+6.66%($145.76)
|
6.44%
|
2014 Q4
|
~12.00 years
|
|
|
|
Meritage Corp
|
+5.40%
|
+70,085
|
1,367,579
|
+0.06%
|
$62.85
|
+0.76%($63.33)
|
1.08%
|
2022 Q2
|
~4.50 years
|
|
|
|
Becton Dickinson and Company
|
+3.93%
|
+223,022
|
5,904,730
|
+0.5%
|
$179.00
|
+9.05%($195.20)
|
13.28%
|
2026 Q2
|
~0.50 years
|
|
|
|
Now Inc
|
+0.77%
|
+33,573
|
4,377,190
|
+0.01%
|
$15.50
|
+2.65%($15.91)
|
0.85%
|
2026 Q1
|
~0.75 years
|
|
|
|
Lennar Corp
|
+0.52%
|
+1,900
|
365,959
|
+0%
|
$79.99
|
+3.74%($82.98)
|
0.37%
|
2017 Q4
|
~9.00 years
|
|
|
|
General Motors Company
|
+0.26%
|
+33,267
|
12,906,773
|
+0.03%
|
$77.00
|
-1.18%($76.09)
|
12.48%
|
2018 Q1
|
~8.75 years
|
|
|
|
Toll Brothers Inc
|
-0.29%
|
-16,100
|
5,614,009
|
-0.03%
|
$134.75
|
+3.96%($140.08)
|
9.50%
|
2016 Q1
|
~10.75 years
|
|
Insights | News
Insight
Edgar Wachenheim III's Greenhaven Associates exited its entire ACN position, 4.86% of the portfolio.
—
Position exited · 2026 Q3
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".