Edgar Wachenheim III
Greenhaven Associates
Greenhaven Associates Portfolio 13F
Edgar Wachenheim III Holdings Activity
- Portfolio value:
- $6.17B≈ (-$405M≈)
- Previous value:
- $6.58B≈
- # of changes:
- 25
- New positions:
- 4
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 07 Jan 2026
Greenhaven Associates has disclosed a total of 25 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 7, bought 4 totally new, decreased the number of shares of 13 and completely sold out 1 position(s).
What stocks did Edgar Wachenheim III buy in 2025 Q4?
During 2025 Q4 Edgar Wachenheim III has bought 11 securities out of which top 5 purchases (by % change to portfolio) were (LEN) Lennar Corp (added shares +4.57%), (TOL) Toll Brothers Inc (added shares +0.40%), (AVTR) Avantor Inc (added shares +11.95%), (ARW) Arrow Electronics Inc (added shares +0.08%) and (BAX) Baxter International Inc (added shares +70.05%).
In the 2025 Q4 report(s) the following changes have been made to the top investments: (GM) General Motors Company (reduced shares -34.19%), (LEN) Lennar Corp (added shares +4.57%), (TOL) Toll Brothers Inc (added shares +0.40%), (PHM) PulteGroup Inc (reduced shares -0.64%) and (DHI) DR Horton Inc (reduced shares -4.22%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Robert Half International Inc
|
new
|
+104,700
|
104,700
|
+0.05%
|
$27.16
|
+39.95%($38.01)
|
0.05%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Schlumberger NV
|
new
|
+4,660,827
|
4,660,827
|
+2.9%
|
$38.38
|
+28.95%($49.49)
|
2.90%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Teleflex Incorporated
|
new
|
+122,079
|
122,079
|
+0.24%
|
$122.04
|
+8.93%($132.94)
|
0.24%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Taylor Morn Home
|
new
|
+47,500
|
47,500
|
+0.05%
|
$58.87
|
|
0.05%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Baxter International Inc
|
+70.05%
|
+4,404,874
|
10,693,223
|
+1.36%
|
$19.11
|
+37.05%($26.19)
|
3.31%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
VANGUARD 0-3M T-BILL ETF
|
+54.54%
|
+272,725
|
772,725
|
+0.33%
|
$75.43
|
+0.40%($75.73)
|
0.94%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Avantor Inc
|
+11.95%
|
+2,189,083
|
20,500,653
|
+0.41%
|
$11.46
|
+19.37%($13.68)
|
3.81%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Lennar Corp
|
+4.57%
|
+440,753
|
10,094,147
|
+0.73%
|
$102.80
|
-19.75%($82.50)
|
16.82%
|
2015 Q4
|
≈ 10.25 years
|
|
|
|
Meritage Corp
|
+0.85%
|
+12,386
|
1,465,340
|
+0.01%
|
$65.80
|
+8.18%($71.18)
|
1.56%
|
2022 Q2
|
≈ 3.75 years
|
|
|
|
Toll Brothers Inc
|
+0.40%
|
+22,218
|
5,603,187
|
+0.05%
|
$135.22
|
+8.92%($147.28)
|
12.28%
|
2016 Q1
|
≈ 10.00 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.