Edgar Wachenheim III Holdings Activity

Greenhaven Associates Portfolio 13F

Greenhaven Associates has disclosed a total of 17 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 8 and decreased the number of shares of 9 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 +61.69%), (LEN) LENNAR CORP-A (added shares +0.85%), (ARW) ARROW ELECTRONICS INC (added shares +1.09%), (LEA) LEAR CORP (added shares +1.24%) and (AVT) AVNET INC (added shares +0.97%).

What does Edgar Wachenheim III invest in?

Edgar Wachenheim III's top 5 holdings (by % of portfolio) are (GM) GENERAL MOTORS CO GM (18.69%), (LEN) LENNAR CORP-A (18.49%), (C) CITIGROUP INC COM NEW (17.57%), (TOL) TOLL BROTHERS INC (10.32%) and (PHM) PULTEGROUP INC (9%).

In the latest report(s) the following changes have been made to the top investments: (GM) GENERAL MOTORS CO GM (reduced shares -0.45%), (LEN) LENNAR CORP-A (added shares +0.85%), (C) CITIGROUP INC COM NEW (reduced shares -0.07%), (TOL) TOLL BROTHERS INC (reduced shares -0.1%) and (PHM) PULTEGROUP INC (reduced shares -0.16%).

2013 Q3 (24 results)
SJR
buy
+1,160,585
+1.18%
$25.04
20.53% $30.18
1.18%
MSFT
buy
+1,904,875
+1.49%
$33.28
1K+% $375.39
1.49%
AVT
+30.02%
+145,500
+0.14%
$41.71
15.30% $48.09
0.62%
ARW
+18.62%
+69,320
+0.08%
$48.53
113.95% $103.83
0.50%
BHI
+11.13%
+574,443
+1.04%
$49.10
-
10.34%
DVN
+10.77%
+426,237
+0.58%
$57.76
35.25% $37.40
5.95%
LUV
+3.66%
+402,430
+0.14%
$14.56
130.63% $33.58
3.90%
WHR
-0.35%
-7,760
-0.03%
$146.44
38.45% $90.13
7.61%
AMTD
-0.61%
-100
-0.00%
$26.21
95.88% $1.08
0.01%
TEL
-0.78%
-37,235
-0.05%
$51.78
172.92% $141.32
5.74%
A
-1.17%
-45,190
-0.05%
$51.25
128.25% $116.98
4.58%
UPS
-1.39%
-56,210
-0.12%
$91.37
20.38% $109.99
8.54%
APD
-2.21%
-83,676
-0.21%
$106.57
176.74% $294.92
9.29%
FDX
-2.66%
-77,075
-0.33%
$114.11
113.64% $243.78
12.09%
LOW
-2.80%
-332,427
-0.37%
$47.61
389.88% $233.23
12.89%
MMM
-4.48%
-69,587
-0.35%
$119.41
22.99% $146.86
7.36%
BA
-13.00%
-264,010
-0.73%
$117.50
45.15% $170.55
4.88%
PX
-17.77%
-74,425
-0.35%
$120.21
90.23% $11.75
1.63%
PKI
-26.51%
-439,165
-0.39%
$37.75
205.27% $115.24
1.08%
UNP
-100.00%
-2,000
-0.00%
$77.00
206.81% $236.24
0.00%
MHK
-100.00%
-127,290
-0.34%
$112.49
1.50% $114.18
0.00%
MOLX
-100.00%
-1,316,315
-0.91%
$29.34
-
0.00%
MOLXA
-100.00%
-87,383
-0.07%
$24.86
-
0.00%
LII
-100.00%
-176,350
-0.27%
$64.54
768.94% $560.83
0.00%
24 of 1,016

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.