Edgar Wachenheim III Holdings Activity

Greenhaven Associates Portfolio 13F

Greenhaven Associates has disclosed a total of 18 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 11, bought 3 totally new, decreased the number of shares of 3 and completely sold out 1 position(s).

What stocks is Edgar Wachenheim III buying now?

In the recent quarter Edgar Wachenheim III has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (MRP) MILLROSE PROPERTIES (new buy), (MTH) MERITAGE HOMES CORP (added shares +94.09%), (LEN) LENNAR CORP-A (added shares +3%), (NOV) NOV INC (added shares +25.01%) and (TOL) TOLL BROTHERS INC (added shares +0.47%).

What does Edgar Wachenheim III invest in?

Edgar Wachenheim III's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (18.8%), (GM) GENERAL MOTORS CO GM (17.77%), (LEN) LENNAR CORP-A (17.22%), (TOL) TOLL BROTHERS INC (9.33%) and (PHM) PULTEGROUP INC (9.13%).

In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -1.21%), (GM) GENERAL MOTORS CO GM (added shares +0.24%), (LEN) LENNAR CORP-A (added shares +3%), (TOL) TOLL BROTHERS INC (added shares +0.47%) and (PHM) PULTEGROUP INC (added shares +0.06%).

2025 Q1 (18 results)
RHI
buy
+3,800
+0.00%
$54.55
24.09% $41.41
0.00%
STLA
buy
+30,000
+0.01%
$11.21
11.42% $9.93
0.01%
MRP
buy
+7,888,017
+3.32%
$26.51
6.64% $28.27
3.32%
MTH
+94.09%
+695,355
+0.78%
$70.88
6.50% $66.27
1.62%
NOV
+25.01%
+823,115
+0.20%
$15.22
14.59% $13.00
0.99%
LEN
+3.00%
+242,193
+0.50%
$114.78
4.33% $109.81
17.22%
ARW
+0.47%
+8,900
+0.01%
$103.83
23.55% $128.28
3.16%
TOL
+0.47%
+21,384
+0.04%
$105.59
7.80% $113.83
9.33%
GM
+0.24%
+56,616
+0.04%
$47.03
4.53% $49.16
17.77%
DHI
+0.09%
+2,912
+0.01%
$127.13
0.02% $127.15
7.42%
LEA
+0.07%
+1,200
+0.00%
$88.22
6.59% $94.03
2.58%
PHM
+0.06%
+3,100
+0.01%
$102.80
1.60% $104.44
9.13%
AVT
+0.06%
+2,400
+0.00%
$48.09
9.57% $52.69
3.03%
OSK
+0.06%
+1,275
+0.00%
$94.08
20.10% $112.99
3.82%
C
-1.21%
-204,922
-0.23%
$70.99
18.85% $84.37
18.80%
G
-88.08%
-1,083,660
-0.87%
$50.38
16.14% $42.25
0.12%
CRH
-95.74%
-604,856
-0.85%
$87.97
1.25% $89.07
0.04%
IP
-100.00%
-35,288
-0.03%
$53.82
13.58% $46.51
0.00%
2024 Q4 (17 results)
NOV
+61.69%
+1,255,666
+0.27%
$14.60
10.96% $13.00
0.71%
LEA
+1.24%
+11,865
+0.03%
$94.70
0.71% $94.03
2.58%
ARW
+1.09%
+20,484
+0.03%
$113.12
13.40% $128.28
3.19%
AVT
+0.97%
+38,185
+0.03%
$52.32
0.71% $52.69
3.07%
LEN
+0.85%
+77,549
+0.16%
$136.37
19.48% $109.81
18.49%
OSK
+0.62%
+15,543
+0.02%
$95.07
18.85% $112.99
3.59%
TEX
+0.22%
+3,224
+0.00%
$46.22
3.18% $47.69
1.03%
DHI
+0.00%
+32
+0.00%
$139.82
9.06% $127.15
7.59%
C
-0.07%
-12,626
-0.01%
$70.39
19.86% $84.37
17.57%
LEN.B
-0.07%
-272
-0.00%
$132.15
21.04% $104.35
0.71%
TOL
-0.10%
-5,627
-0.01%
$125.95
9.62% $113.83
10.32%
PHM
-0.16%
-8,951
-0.01%
$108.90
4.10% $104.44
9.00%
GM
-0.45%
-107,412
-0.08%
$53.27
7.72% $49.16
18.69%
MTH
-0.72%
-5,350
-0.01%
$153.82
56.92% $66.27
1.68%
G
-1.08%
-13,475
-0.01%
$42.95
1.63% $42.25
0.78%
GS
-72.35%
-3,531
-0.06%
$572.62
20.00% $687.16
0.02%
CRH
-94.34%
-10,523,480
-14.40%
$92.52
3.73% $89.07
0.86%
35 of 1,034

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.