Edgar Wachenheim III
Greenhaven Associates
Greenhaven Associates Portfolio 13F
Edgar Wachenheim III Holdings Activity
- Portfolio value:
- $8.66B≈ (+$3B≈)
- Previous value:
- $6.07B≈
- # of changes:
- 25
- New positions:
- 4
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 28 Jul 2026
Greenhaven Associates has disclosed a total of 25 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 7, bought 4 totally new, decreased the number of shares of 11 and completely sold out 3 position(s).
What stocks is Edgar Wachenheim III buying now?
In the recent quarter Edgar Wachenheim III has bought 11 securities out of which top 5 purchases (by % change to portfolio) are (LEN) Lennar Corp (added shares +6.43%), (GM) General Motors Company (added shares +2.77%), (BDX) Becton Dickinson and Company (new buy), (DHI) DR Horton Inc (added shares +1.12%) and (ICLR) ICON PLC (added shares +54.84%).
In the latest report(s) the following changes have been made to the top investments: (LEN) Lennar Corp (added shares +6.43%), (GM) General Motors Company (added shares +2.77%), (TOL) Toll Brothers Inc (reduced shares -0.27%), (BDX) Becton Dickinson and Company (new buy) and (PHM) PulteGroup Inc (reduced shares -0.75%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Accenture plc
|
new
|
+3,384,681
|
3,384,681
|
+4.86%
|
$124.44
|
+32.90%($165.38)
|
4.86%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Becton Dickinson and Company
|
new
|
+5,681,708
|
5,681,708
|
+9.93%
|
$151.33
|
+9.18%($165.22)
|
9.93%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
EPAM Systems Inc
|
new
|
+587,300
|
587,300
|
+0.54%
|
$79.35
|
+31.80%($104.58)
|
0.54%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
IQVIA Holdings Inc
|
new
|
+768,045
|
768,045
|
+1.71%
|
$193.22
|
+21.05%($233.90)
|
1.71%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Now Inc
|
+426.83%
|
+3,519,130
|
4,343,617
|
+0.53%
|
$12.97
|
+8.29%($14.04)
|
0.65%
|
2026 Q1
|
≈ 0.50 years
|
|
|
|
ICON PLC
|
+54.84%
|
+1,098,204
|
3,100,615
|
+2.2%
|
$173.71
|
-5.10%($164.85)
|
6.22%
|
2025 Q2
|
≈ 1.25 years
|
|
|
|
Avantor Inc
|
+9.04%
|
+2,043,472
|
24,637,310
|
+0.23%
|
$9.90
|
+38.18%($13.68)
|
2.82%
|
2025 Q3
|
≈ 1.00 year
|
|
|
|
Lennar Corp
|
+6.43%
|
+684,148
|
11,316,279
|
+0.71%
|
$90.49
|
-8.84%($82.50)
|
11.82%
|
2015 Q4
|
≈ 10.75 years
|
|
|
|
General Motors Company
|
+2.77%
|
+347,371
|
12,873,506
|
+0.31%
|
$77.08
|
+15.53%($89.05)
|
11.46%
|
2018 Q1
|
≈ 8.50 years
|
|
|
|
DR Horton Inc
|
+1.12%
|
+38,880
|
3,505,800
|
+0.07%
|
$162.88
|
-11.80%($143.66)
|
6.59%
|
2014 Q4
|
≈ 11.75 years
|
|
* 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.