Edgar Wachenheim III
Greenhaven Associates
Greenhaven Associates Portfolio 13F
Edgar Wachenheim III Holdings Activity
- Portfolio value:
- $6.07B≈ (-$98M≈)
- Previous value:
- $6.17B≈
- # of changes:
- 25
- New positions:
- 1
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 06 Apr 2026
Greenhaven Associates has disclosed a total of 25 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 11, bought 1 totally new, decreased the number of shares of 9 and completely sold out 4 position(s).
What stocks did Edgar Wachenheim III buy in 2026 Q1?
During 2026 Q1 Edgar Wachenheim III has bought 12 securities out of which top 5 purchases (by % change to portfolio) were (LEN) Lennar Corp (added shares +5.33%), (TOL) Toll Brothers Inc (added shares +0.75%), (OSK) Oshkosh Corp (added shares +0.39%), (BAX) Baxter International Inc (added shares +33.80%) and (SLB) Schlumberger NV (added shares +0.08%).
In the 2026 Q1 report(s) the following changes have been made to the top investments: (GM) General Motors Company (reduced shares -17.48%), (LEN) Lennar Corp (added shares +5.33%), (TOL) Toll Brothers Inc (added shares +0.75%), (PHM) PulteGroup Inc (reduced shares -0.67%) and (DHI) DR Horton Inc (reduced shares -0.49%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Now Inc
|
new
|
+824,487
|
824,487
|
+0.16%
|
$11.91
|
+17.93%($14.04)
|
0.16%
|
2026 Q1
|
≈ 0.25 years
|
|
|
|
ICON PLC
|
+11,412.08%
|
+1,985,017
|
2,002,411
|
+3.62%
|
$110.66
|
+48.97%($164.85)
|
3.65%
|
2025 Q2
|
≈ 1.00 year
|
|
|
|
Taylor Morn Home
|
+469.70%
|
+223,108
|
270,608
|
+0.21%
|
$58.24
|
|
0.26%
|
2025 Q4
|
≈ 0.50 years
|
|
|
|
VANGUARD 0-3M T-BILL ETF
|
+54.83%
|
+423,700
|
1,196,425
|
+0.53%
|
$75.65
|
+0.10%($75.73)
|
1.49%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Baxter International Inc
|
+33.80%
|
+3,614,465
|
14,307,688
|
+1%
|
$16.80
|
+55.89%($26.19)
|
3.96%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Avantor Inc
|
+10.21%
|
+2,093,185
|
22,593,838
|
+0.27%
|
$7.84
|
+74.49%($13.68)
|
2.92%
|
2025 Q3
|
≈ 0.75 years
|
|
|
|
Lennar Corp
|
+5.33%
|
+537,984
|
10,632,131
|
+0.77%
|
$86.84
|
-5.00%($82.50)
|
15.21%
|
2015 Q4
|
≈ 10.50 years
|
|
|
|
STELLANTIS NV
|
+2.78%
|
+1,000
|
37,000
|
+0%
|
$7.09
|
-18.41%($5.78)
|
0.00%
|
2025 Q1
|
≈ 1.25 years
|
|
|
|
Toll Brothers Inc
|
+0.75%
|
+42,122
|
5,645,309
|
+0.09%
|
$136.47
|
+7.92%($147.28)
|
12.69%
|
2016 Q1
|
≈ 10.25 years
|
|
|
|
Oshkosh Corp
|
+0.39%
|
+9,709
|
2,531,005
|
+0.02%
|
$147.21
|
-1.83%($144.52)
|
6.14%
|
2022 Q3
|
≈ 3.75 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.