Edgar Wachenheim III
Greenhaven Associates
Greenhaven Associates Portfolio 13F
Edgar Wachenheim III Holdings Activity
- Portfolio value:
- $6.58B≈ (-$146M≈)
- Previous value:
- $6.72B≈
- # of changes:
- 24
- New positions:
- 3
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 04 Nov 2025
Greenhaven Associates has disclosed a total of 24 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 18 and completely sold out 1 position(s).
What stocks did Edgar Wachenheim III buy in 2025 Q3?
In the 2025 Q3 report(s) the following changes have been made to the top investments: (GM) General Motors Company (reduced shares -2.49%), (LEN) Lennar Corp (added shares +1.68%), (TOL) Toll Brothers Inc (reduced shares -0.37%), (PHM) PulteGroup Inc (reduced shares -0.19%) and (DHI) DR Horton Inc (reduced shares -1.18%).
24 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Avantor Inc
|
new
|
+18,311,570
|
18,311,570
|
+3.48%
|
$12.48
|
+9.62%($13.68)
|
3.48%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Baxter International Inc
|
new
|
+6,288,349
|
6,288,349
|
+2.18%
|
$22.77
|
+15.02%($26.19)
|
2.18%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
VANGUARD 0-3M T-BILL ETF
|
new
|
+500,000
|
500,000
|
+0.57%
|
$75.62
|
+0.15%($75.73)
|
0.57%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
NOV Inc
|
+15.36%
|
+765,166
|
5,747,682
|
+0.15%
|
$13.25
|
+45.40%($19.26)
|
1.16%
|
2023 Q3
|
≈ 2.25 years
|
|
|
|
Lennar Corp
|
+1.68%
|
+159,809
|
9,653,394
|
+0.31%
|
$126.04
|
-34.55%($82.50)
|
18.50%
|
2015 Q4
|
≈ 10.00 years
|
|
|
|
PulteGroup Inc
|
-0.19%
|
-10,600
|
5,569,828
|
-0.02%
|
$132.13
|
-3.75%($127.18)
|
11.19%
|
2022 Q2
|
≈ 3.50 years
|
|
|
|
Toll Brothers Inc
|
-0.37%
|
-20,947
|
5,580,969
|
-0.04%
|
$138.14
|
+6.61%($147.28)
|
11.72%
|
2016 Q1
|
≈ 9.75 years
|
|
|
|
Arrow Electronics Inc
|
-0.75%
|
-14,300
|
1,898,399
|
-0.03%
|
$121.00
|
+79.33%($216.98)
|
3.49%
|
2023 Q1
|
≈ 2.75 years
|
|
|
|
Avnet Inc
|
-0.86%
|
-34,000
|
3,928,937
|
-0.03%
|
$52.28
|
+69.59%($88.66)
|
3.12%
|
2022 Q3
|
≈ 3.25 years
|
|
|
|
Oshkosh Corp
|
-1.09%
|
-27,800
|
2,526,606
|
-0.05%
|
$129.70
|
+11.43%($144.52)
|
4.98%
|
2022 Q3
|
≈ 3.25 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.