Edgar Wachenheim III's Portfolio

Greenhaven Associates 13F holdings

What is Edgar Wachenheim III's portfolio?

Greenhaven Associates has disclosed a total of 27 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $6,071,579,036.

What stocks does Edgar Wachenheim III own?

In Edgar Wachenheim III's portfolio as of 31 Mar 2026, the top 5 holdings are (GM) GENERAL MOTORS CO GM (15.37%), (LEN) LENNAR CORP-A (15.21%), (TOL) TOLL BROTHERS INC (12.69%), (PHM) PULTEGROUP INC (10.65%) and (DHI) DR HORTON INC (7.84%).

To see the historical data of Greenhaven Associates's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Greenhaven Associates's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $6,071M+
Period: 2026 Q1
Number of stock: 27
Update: 06 Apr 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
A
AGILENT TECHNOLOGIES INC
0.02%
10,700
$113.98
20.55% $137.40
$1,219,586
ARW
ARROW ELECTRONICS INC
4.48%
1,895,860
$143.41
59.93% $229.35
$271,885,283
-0.22% (-4,111)
-0.01%
AVTR
AVANTOR INC
2.92%
22,593,838
$7.84
15.69% $9.07
$177,135,690
+10.21% (+2,093,185)
+0.27%
AVT
AVNET INC
3.98%
3,920,512
$61.62
50.81% $92.93
$241,581,949
-0.21% (-8,354)
-0.01%
BAX
BAXTER INTERNATIONAL INC
3.96%
14,307,688
$16.80
10.36% $18.54
$240,369,158
+33.80% (+3,614,465)
+1.00%
CRH
CRH PLC
0.03%
17,500
$105.12
0.74% $105.90
$1,839,600
-12.50% (-2,500)
-0.00%
DHI
DR HORTON INC
7.84%
3,466,920
$137.22
5.31% $144.50
$475,730,762
-0.49% (-17,226)
-0.04%
GM
GENERAL MOTORS CO GM
15.37%
12,526,135
$74.50
-
$933,197,058
-17.48% (-2,652,822)
-3.26%
G
GENPACT LTD
0.01%
10,000
$37.25
13.29% $32.30
$372,500
ICLR
ICON PLC
3.65%
2,002,411
$110.66
30.04% $143.90
$221,586,801
+11,412.08% (+1,985,017)
+3.62%
JPM
JPMORGAN CHASE & CO
0.02%
4,000
$294.16
2.27% $300.85
$1,176,640
LEA
LEAR CORP
3.38%
1,697,369
$121.08
19.66% $144.88
$205,517,439
-4.43% (-78,669)
-0.16%
LEN.B
LENNAR CORP - B SHS
0.50%
364,059
$84.12
-
$30,624,643
LEN
LENNAR CORP-A
15.21%
10,632,131
$86.84
3.02% $89.46
$923,294,256
+5.33% (+537,984)
+0.77%
MTH
MERITAGE HOMES CORP
1.48%
1,454,849
$61.84
8.52% $67.11
$89,967,862
-0.72% (-10,491)
-0.01%
NOV
NOV INC
1.78%
5,751,338
$18.81
-
$108,182,668
+0.11% (+6,200)
+0.00%
DNOW
NOW INC
0.16%
824,487
$11.91
11.08% $13.23
$9,819,640
buy
+0.16%
OSK
OSHKOSH CORP
6.14%
2,531,005
$147.21
8.94% $134.05
$372,589,246
+0.39% (+9,709)
+0.02%
PHM
PULTEGROUP INC
10.65%
5,497,109
$117.61
0.36% $117.19
$646,514,989
-0.67% (-37,319)
-0.07%
SLB
SCHLUMBERGER LTD
3.95%
4,664,577
$51.39
10.62% $56.85
$239,712,612
+0.08% (+3,750)
+0.00%
20 of 27

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
C
CITIGROUP INC COM NEW
33,260
-0.06%
MRP
MILLROSE PROPERTIES
4,596,584
-2.26%
RHI
ROBERT HALF INTL INC
104,700
-0.05%
TFX
TELEFLEX INC
122,079
-0.25%

Shares, change to shares, sold shares - 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.