Edgar Wachenheim III
Greenhaven Associates
Greenhaven Associates Portfolio 13F
Edgar Wachenheim III Holdings Activity
- Portfolio value:
- $6.29B≈ (-$466M≈)
- Previous value:
- $6.76B≈
- # of changes:
- 18
- New positions:
- 3
- Reported for:
- 31 Mar 2025 (Q1)
- Latest filing date:
- 02 Apr 2025
Greenhaven Associates has disclosed a total of 18 changes to the portfolio in the (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 did Edgar Wachenheim III buy in 2025 Q1?
During 2025 Q1 Edgar Wachenheim III has bought 14 securities out of which top 5 purchases (by % change to portfolio) were (GM) General Motors Company (added shares +0.24%), (LEN) Lennar Corp (added shares +3.00%), (TOL) Toll Brothers Inc (added shares +0.47%), (PHM) PulteGroup Inc (added shares +0.06%) and (DHI) DR Horton Inc (added shares +0.09%).
In the 2025 Q1 report(s) the following changes have been made to the top investments: (C) Citigroup Inc (reduced shares -1.21%), (GM) General Motors Company (added shares +0.24%), (LEN) Lennar Corp (added shares +3.00%), (TOL) Toll Brothers Inc (added shares +0.47%) and (PHM) PulteGroup Inc (added shares +0.06%).
18 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Millrose Properties, Inc
|
new
|
+7,888,017
|
7,888,017
|
+3.32%
|
$26.51
|
+5.45%($27.96)
|
3.32%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Robert Half International Inc
|
new
|
+3,800
|
3,800
|
+0%
|
$54.55
|
-30.32%($38.01)
|
0.00%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
STELLANTIS NV
|
new
|
+30,000
|
30,000
|
+0.01%
|
$11.21
|
-48.39%($5.78)
|
0.01%
|
2025 Q1
|
≈ 0.25 years
|
|
|
|
Meritage Corp
|
+94.09%
|
+695,355
|
1,434,368
|
+0.78%
|
$70.88
|
+0.43%($71.18)
|
1.62%
|
2022 Q2
|
≈ 3.00 years
|
|
|
|
NOV Inc
|
+25.01%
|
+823,115
|
4,114,157
|
+0.2%
|
$15.22
|
+26.58%($19.26)
|
0.99%
|
2023 Q3
|
≈ 1.75 years
|
|
|
|
Lennar Corp
|
+3.00%
|
+275,220
|
9,439,955
|
+0.5%
|
$114.78
|
-28.13%($82.50)
|
17.22%
|
2015 Q4
|
≈ 9.50 years
|
|
|
|
Toll Brothers Inc
|
+0.47%
|
+26,079
|
5,562,582
|
+0.04%
|
$105.59
|
+39.48%($147.28)
|
9.33%
|
2016 Q1
|
≈ 9.25 years
|
|
|
|
Arrow Electronics Inc
|
+0.47%
|
+8,900
|
1,913,757
|
+0.01%
|
$103.83
|
+108.98%($216.98)
|
3.16%
|
2023 Q1
|
≈ 2.25 years
|
|
|
|
General Motors Company
|
+0.24%
|
+56,616
|
23,780,060
|
+0.04%
|
$47.03
|
+89.35%($89.05)
|
17.77%
|
2018 Q1
|
≈ 7.25 years
|
|
|
|
DR Horton Inc
|
+0.09%
|
+3,200
|
3,674,763
|
+0.01%
|
$127.13
|
+13.00%($143.66)
|
7.42%
|
2014 Q4
|
≈ 10.50 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.