Edgar Wachenheim III
Greenhaven Associates
Greenhaven Associates 13F holdings
Edgar Wachenheim III's Portfolio
- Portfolio value:
- $6.07B≈
- # of securities:
- 27
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 06 Apr 2026
What was Edgar Wachenheim III's 2026 Q1 portfolio?
Greenhaven Associates has disclosed a total of 27 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $6,071,579,036.
Greenhaven Associates's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Edgar Wachenheim III's original 13F reports (2026 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
27 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
General Motors Company
|
15.37%
|
12,526,135
|
$74.50
|
+19.83%($89.27)
|
$933,197,058
|
2018 Q1
|
≈ 8.25 years
|
Common Stock
|
-17.48% (-2.65M)
|
-3.2%
|
|
|
|
Lennar Corp
|
15.21%
|
10,632,131
|
$86.84
|
+1.34%($88.00)
|
$923,294,256
|
2015 Q4
|
≈ 10.50 years
|
Common Stock
|
+5.33% (+537.98K)
|
+0.77%
|
|
|
|
Toll Brothers Inc
|
12.69%
|
5,645,309
|
$136.47
|
+14.05%($155.64)
|
$770,415,319
|
2016 Q1
|
≈ 10.25 years
|
Common Stock
|
+0.75% (+42.12K)
|
+0.09%
|
|
|
|
PulteGroup Inc
|
10.65%
|
5,497,109
|
$117.61
|
+13.63%($133.64)
|
$646,514,989
|
2022 Q2
|
≈ 4.00 years
|
Common Stock
|
-0.67% (-37.32K)
|
-0.07%
|
|
|
|
DR Horton Inc
|
7.84%
|
3,466,920
|
$137.22
|
+10.46%($151.57)
|
$475,730,762
|
2014 Q4
|
≈ 11.50 years
|
Common Stock
|
-0.49% (-17.23K)
|
-0.04%
|
|
|
|
Oshkosh Corp
|
6.14%
|
2,531,005
|
$147.21
|
+5.04%($154.63)
|
$372,589,246
|
2022 Q3
|
≈ 3.75 years
|
Common Stock
|
+0.39% (+9.71K)
|
+0.02%
|
|
|
|
Arrow Electronics Inc
|
4.48%
|
1,895,860
|
$143.41
|
+56.69%($224.71)
|
$271,885,283
|
2023 Q1
|
≈ 3.25 years
|
Common Stock
|
-0.22% (-4.11K)
|
-0.01%
|
|
|
|
Avnet Inc
|
3.98%
|
3,920,512
|
$61.62
|
+50.30%($92.62)
|
$241,581,949
|
2022 Q3
|
≈ 3.75 years
|
Common Stock
|
-0.21% (-8.35K)
|
-0.01%
|
|
|
|
Baxter International Inc
|
3.96%
|
14,307,688
|
$16.80
|
+64.76%($27.68)
|
$240,369,158
|
2025 Q3
|
≈ 0.75 years
|
Common Stock
|
+33.80% (+3.61M)
|
+1%
|
|
|
|
Schlumberger NV
|
3.95%
|
4,664,577
|
$51.39
|
-2.32%($50.20)
|
$239,712,612
|
2025 Q4
|
≈ 0.50 years
|
Common Stock
|
+0.08% (+3.75K)
|
+0%
|
|
Completely sold out
4 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Millrose Properties, Inc
|
-4,596,584
|
-2.23%
|
2025 Q1
|
≈ 1.00 year
|
|
|
|
Teleflex Incorporated
|
-122,079
|
-0.24%
|
2025 Q4
|
≈ 0.25 years
|
|
|
|
Citigroup Inc
|
-33,260
|
-0.06%
|
2021 Q4
|
≈ 4.25 years
|
|
|
|
Robert Half International Inc
|
-104,700
|
-0.05%
|
2025 Q4
|
≈ 0.25 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.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* 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.