Edgar Wachenheim III's Portfolio

Greenhaven Associates 13F holdings

What is Edgar Wachenheim III's portfolio?

Greenhaven Associates has disclosed a total of 30 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $6,170,050,440.

What stocks does Edgar Wachenheim III own?

In Edgar Wachenheim III's portfolio as of 31 Dec 2025, the top 5 holdings are (GM) GENERAL MOTORS CO GM (20.01%), (LEN) LENNAR CORP-A (16.82%), (TOL) TOLL BROTHERS INC (12.28%), (PHM) PULTEGROUP INC (10.52%) and (DHI) DR HORTON INC (8.13%).

To see the historical data of Greenhaven Associates's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Greenhaven Associates's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $6,170M+
Period: 2025 Q4
Number of stock: 30
Update: 07 Jan 2026
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
$136.07
2.95% $140.08
$1,455,949
ARW
ARROW ELECTRONICS INC
3.39%
1,899,971
$110.18
106.48% $227.50
$209,338,805
+0.08% (+1,572)
+0.00%
AVTR
AVANTOR INC
3.81%
20,500,653
$11.46
17.02% $9.51
$234,937,483
+11.95% (+2,189,083)
+0.41%
AVT
AVNET INC
3.06%
3,928,866
$48.08
87.67% $90.23
$188,899,877
-0.00% (-71)
-0.00%
BAX
BAXTER INTERNATIONAL INC
3.31%
10,693,223
$19.11
0.84% $19.27
$204,347,492
+70.05% (+4,404,874)
+1.36%
C
CITIGROUP INC COM NEW
0.06%
33,260
$116.69
-
$3,881,109
-60.06% (-50,013)
-0.09%
CRH
CRH PLC
0.04%
20,000
$124.80
14.52% $106.68
$2,496,000
-20.00% (-5,000)
-0.01%
DHI
DR HORTON INC
8.13%
3,484,146
$144.03
1.06% $145.56
$501,821,548
-4.22% (-153,617)
-0.36%
GM
GENERAL MOTORS CO GM
20.01%
15,178,957
$81.32
-
$1,234,352,783
-34.19% (-7,885,401)
-10.39%
G
GENPACT LTD
0.01%
10,000
$46.78
28.43% $33.48
$467,800
ICLR
ICON PLC
0.05%
17,394
$182.22
16.84% $151.53
$3,169,535
-0.09% (-15)
-0.00%
JPM
JPMORGAN CHASE & CO
0.02%
4,000
$322.22
4.55% $307.55
$1,288,880
LEA
LEAR CORP
3.30%
1,776,038
$114.60
26.04% $144.44
$203,533,955
-1.10% (-19,786)
-0.04%
LEN.B
LENNAR CORP - B SHS
0.56%
364,059
$95.12
-
$34,629,292
LEN
LENNAR CORP-A
16.82%
10,094,147
$102.80
11.45% $91.03
$1,037,678,312
+4.57% (+440,753)
+0.73%
MTH
MERITAGE HOMES CORP
1.56%
1,465,340
$65.80
3.33% $67.99
$96,419,372
+0.85% (+12,386)
+0.01%
MRP
MILLROSE PROPERTIES
2.23%
4,596,584
$29.87
4.05% $28.66
$137,299,964
-0.10% (-4,689)
-0.00%
NOV
NOV INC
1.46%
5,745,138
$15.63
-
$89,796,507
-0.04% (-2,544)
-0.00%
OSK
OSHKOSH CORP
5.13%
2,521,296
$125.63
7.10% $134.55
$316,750,416
-0.21% (-5,310)
-0.01%
PHM
PULTEGROUP INC
10.52%
5,534,428
$117.26
0.68% $118.06
$648,967,027
-0.64% (-35,400)
-0.07%
20 of 30

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
GS
GOLDMAN SACHS GROUP INC
1,000
-0.01%

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.