Edgar Wachenheim III Holdings Activity
Greenhaven Associates Portfolio 13F
Greenhaven Associates has disclosed a total of 25 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 14, bought 1 totally new, decreased the number of shares of 6 and completely sold out 4 position(s).
What stocks is Edgar Wachenheim III buying now?
In the recent quarter Edgar Wachenheim III has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (ARW) ARROW ELECTRONICS INC (added shares +122.93%), (IP) INTERNATIONAL PAPER CO (added shares +43.34%), (GM) GENERAL MOTORS CO GM (added shares +8.76%), (TEX) TEREX CORP (new buy) and (C) CITIGROUP INC COM NEW (added shares +8.82%).
What does Edgar Wachenheim III invest in?
Edgar Wachenheim III's top 5 holdings (by % of portfolio) are (LEN) LENNAR CORP-A (15.09%), (GM) GENERAL MOTORS CO GM (11.28%), (GS) GOLDMAN SACHS GROUP INC (9.75%), (JPM) JPMORGAN CHASE & CO (9.28%) and (C) CITIGROUP INC COM NEW (6.71%).
In the latest report(s) the following changes have been made to the top investments: (LEN) LENNAR CORP-A (reduced shares -0.39%), (GM) GENERAL MOTORS CO GM (added shares +8.76%), (GS) GOLDMAN SACHS GROUP INC (added shares +2.28%), (JPM) JPMORGAN CHASE & CO (added shares +1.44%) and (C) CITIGROUP INC COM NEW (added shares +8.82%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.