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 (2023 Q4) SEC 13F filing(s) with portfolio value of $9,379,353,063.

What stocks does Edgar Wachenheim III own?

In Edgar Wachenheim III's portfolio as of 31 Dec 2023, the top 5 holdings are (LEN) LENNAR CORP-A (14.37%), (GS) GOLDMAN SACHS GROUP INC (9.59%), (C) CITIGROUP INC COM NEW (8.84%), (GM) GENERAL MOTORS CO GM (8.82%) and (JPM) JPMORGAN CHASE & CO (8.57%).

To see the historical data of Greenhaven Associates's portfolio holdings please click on the "2023 Q4" dropdown menu and select the date.

To see Greenhaven Associates's original 13F reports (2023 Q4), please click on the "important" button.

Portfolio value: $9,379M+
Period: 2023 Q4
Number of stock: 27
Update: 09 Jan 2024
FTI
0.00%
15,500
$20.14
25.77% $25.33
$312,170
CRH
8.22%
11,141,937
$69.16
24.38% $86.02
$770,576,363
+0.94% (+103,510)
+0.08%
GM
8.82%
23,038,258
$35.92
24.14% $44.59
$827,534,227
+3.68% (+818,270)
+0.31%
TOL
6.08%
5,544,987
$102.79
23.96% $127.42
$569,969,214
-0.16% (-8,920)
-0.01%
C
8.84%
16,113,305
$51.44
21.99% $62.75
$828,868,409
+22.40% (+2,948,512)
+1.62%
WRK
5.94%
13,410,621
$41.52
18.50% $49.20
$556,808,984
-0.81% (-109,149)
-0.05%
JPM
8.57%
4,723,504
$170.10
17.30% $199.52
$803,468,030
+0.10% (+4,500)
+0.01%
BRK.B
0.00%
1,001
$356.66
16.90% $416.93
$357,017
PHM
6.30%
5,726,368
$103.22
14.33% $118.01
$591,075,705
+0.43% (+24,350)
+0.03%
OSK
2.85%
2,469,789
$108.41
13.97% $123.55
$267,749,825
+0.45% (+11,100)
+0.01%
LEN
14.37%
9,042,711
$149.04
13.06% $168.50
$1,347,725,647
+0.67% (+60,461)
+0.10%
LEN.B
0.81%
569,409
$134.05
12.91% $151.35
$76,329,276
+0.07% (+385)
+0.00%
TEX
0.89%
1,456,700
$57.46
12.29% $64.52
$83,701,982
+101.48% (+733,690)
+0.45%
IP
3.79%
9,835,395
$36.15
8.96% $39.39
$355,549,529
+0.26% (+25,640)
+0.01%
GS
9.59%
2,330,477
$385.77
7.64% $415.25
$899,028,112
-0.15% (-3,460)
-0.01%
DHI
5.75%
3,547,948
$151.98
6.63% $162.05
$539,217,137
+0.98% (+34,366)
+0.06%
ARW
2.38%
1,826,528
$122.25
6.43% $130.11
$223,293,048
+3.95% (+69,400)
+0.09%
A
0.02%
10,700
$139.03
6.00% $147.37
$1,487,621
SCHW
0.01%
20,000
$68.80
5.20% $72.38
$1,376,000
LEA
2.70%
1,792,860
$141.21
2.58% $144.85
$253,169,761
+0.17% (+3,030)
+0.00%
20 of 27

Completely sold out

ALV
40,285
-0.04%
GIL
561,734
-0.17%
WHR
1,585,070
-2.26%

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.