- Portfolio
- Activity
Edgar Wachenheim III Holdings Activity
Greenhaven Associates Portfolio 13F
Greenhaven Associates has disclosed a total of 19 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 7, bought 1 totally new, decreased the number of shares of 9 and completely sold out 2 position(s).
What stocks is Edgar Wachenheim III buying now?
In the recent quarter Edgar Wachenheim III has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (NOV) NOV INC (added shares +21.11%), (LEN) LENNAR CORP-A (added shares +0.57%), (TOL) TOLL BROTHERS INC (added shares +0.71%), (MTH) MERITAGE HOMES CORP (added shares +4.01%) and (ICLR) ICON PLC (new buy).
What does Edgar Wachenheim III invest in?
Edgar Wachenheim III's top 5 holdings (by % of portfolio) are (C) CITIGROUP INC COM NEW (20.48%), (GM) GENERAL MOTORS CO GM (17.32%), (LEN) LENNAR CORP-A (15.62%), (TOL) TOLL BROTHERS INC (9.51%) and (PHM) PULTEGROUP INC (8.76%).
In the latest report(s) the following changes have been made to the top investments: (C) CITIGROUP INC COM NEW (reduced shares -2.94%), (GM) GENERAL MOTORS CO GM (reduced shares -0.53%), (LEN) LENNAR CORP-A (added shares +0.57%), (TOL) TOLL BROTHERS INC (added shares +0.71%) and (PHM) PULTEGROUP INC (reduced shares -0.12%).
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.