Edgar Wachenheim III's Portfolio

Greenhaven Associates 13F holdings

What is Edgar Wachenheim III's portfolio?

Greenhaven Associates has disclosed a total of 27 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $6,575,476,539.

What stocks does Edgar Wachenheim III own?

In Edgar Wachenheim III's portfolio as of 30 Sep 2025, the top 5 holdings are (GM) GENERAL MOTORS CO GM (21.39%), (LEN) LENNAR CORP-A (18.50%), (TOL) TOLL BROTHERS INC (11.72%), (PHM) PULTEGROUP INC (11.19%) and (DHI) DR HORTON INC (9.38%).

To see the historical data of Greenhaven Associates's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Greenhaven Associates's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $6,575M+
Period: 2025 Q3
Number of stock: 27
Update: 04 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
A
AGILENT TECHNOLOGIES INC
0.02%
10,700
$128.35
7.05% $137.40
$1,373,345
ARW
ARROW ELECTRONICS INC
3.49%
1,898,399
$121.00
89.55% $229.35
$229,706,279
-0.75% (-14,300)
-0.03%
AVTR
AVANTOR INC
3.48%
18,311,570
$12.48
27.32% $9.07
$228,528,394
buy
+3.48%
AVT
AVNET INC
3.12%
3,928,937
$52.28
77.75% $92.93
$205,404,826
-0.86% (-34,000)
-0.03%
BAX
BAXTER INTERNATIONAL INC
2.18%
6,288,349
$22.77
18.58% $18.54
$143,185,707
buy
+2.18%
C
CITIGROUP INC COM NEW
0.13%
83,273
$101.50
-
$8,452,210
-99.49% (-16,092,290)
-24.84%
CRH
CRH PLC
0.05%
25,000
$119.90
11.68% $105.90
$2,997,500
-7.19% (-1,937)
-0.00%
DHI
DR HORTON INC
9.38%
3,637,763
$169.47
14.73% $144.50
$616,491,696
-1.18% (-43,300)
-0.11%
GM
GENERAL MOTORS CO GM
21.39%
23,064,358
$60.97
-
$1,406,233,907
-2.49% (-590,000)
-0.55%
G
GENPACT LTD
0.01%
10,000
$41.89
22.89% $32.30
$418,900
-9.24% (-1,018)
-0.00%
GS
GOLDMAN SACHS GROUP INC
0.01%
1,000
$796.35
30.72% $1,041.02
$796,350
-60.00% (-1,500)
-0.02%
ICLR
ICON PLC
0.05%
17,409
$175.00
17.77% $143.90
$3,046,575
-1.27% (-224)
-0.00%
JPM
JPMORGAN CHASE & CO
0.02%
4,000
$315.43
4.62% $300.85
$1,261,720
-20.00% (-1,000)
-0.00%
LEA
LEAR CORP
2.75%
1,795,824
$100.61
44.00% $144.88
$180,677,853
-2.49% (-45,823)
-0.07%
LEN.B
LENNAR CORP - B SHS
0.66%
364,059
$119.99
-
$43,683,439
LEN
LENNAR CORP-A
18.50%
9,653,394
$126.04
29.02% $89.46
$1,216,713,780
+1.68% (+159,809)
+0.31%
MTH
MERITAGE HOMES CORP
1.60%
1,452,954
$72.43
7.35% $67.11
$105,237,458
-2.61% (-39,001)
-0.04%
MRP
MILLROSE PROPERTIES
2.35%
4,601,273
$33.61
18.06% $27.54
$154,648,786
-41.66% (-3,286,243)
-1.68%
NOV
NOV INC
1.16%
5,747,682
$13.25
-
$76,156,787
+15.36% (+765,166)
+0.15%
OSK
OSHKOSH CORP
4.98%
2,526,606
$129.70
3.35% $134.05
$327,700,798
-1.09% (-27,800)
-0.05%
20 of 27

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
MS
MORGAN STANLEY
10,000
-0.02%

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.