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Edgar Wachenheim III opened a new position in BDX, now 9.93% of the portfolio.

New holding of 5,681,708 shares worth $859.81M.
Published · Based on SEC filings

Medium impact
New position
2026 Q2

Edgar Wachenheim III's Greenhaven Associates opened a new position in Becton Dickinson and Company (BDX) in 2026 Q2, according to the 13F-HR filed with the SEC on July 28, 2026. The filing lists 5.68M shares worth about $859.8M at June 30, 2026, 9.93% of the reported portfolio. BDX enters the book as the 4th largest of 28 stock positions.

What did the 2026 Q2 filing report for BDX?

As of June 30, 2026, from the 13F-HR filed July 28, 2026.

Value
Shares 5.68M
Reported value $859.8M
Portfolio weight 9.93%
Rank in portfolio 4th of 28

How big is the new BDX position?

Edgar Wachenheim III opened 4 stock positions in 2026 Q2; BDX is the largest of them by weight. An average stock position in the Edgar Wachenheim III portfolio is 4% of the reported value, so the new name comes in above the fund's typical size.

Where does BDX sit in the Edgar Wachenheim III portfolio?

BDX ranks 4th of 28 stock positions in the Edgar Wachenheim III portfolio at 9.93%, above the fund's average stock position of 4%. The BDX purchase was the largest of the quarter's 25 position changes by percent change to portfolio. The largest stock position is LEN at 11.82%. Next come GM at 11.46% and TOL at 10.71%. The three largest stocks together are 33.99% of the book. Across the 2026 Q2 portfolio, Edgar Wachenheim III reported 28 stock positions, with 4 opened and 3 closed. The total portfolio value is about $8.7B, up 43% from the prior quarter.

Edgar Wachenheim III buys and sells, 2026 Q2

Has Edgar Wachenheim III held BDX before?

Edgar Wachenheim III has not reported BDX before in the filings we track. Our data starts with the quarter ended June 30, 2013.

Did other funds buy or sell BDX in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of July 28, 2026, 3 hold BDX. One other tracked fund sold out of it. The largest sellers were Robert Olstein and Eric H. Schoenstein. Every tracked holder of BDX is on the BDX ownership page.

FAQ

How many BDX shares does Edgar Wachenheim III hold?

Edgar Wachenheim III holds 5.68M shares of BDX as of June 30, 2026, worth about $859.8M.

What is BDX's weight in the Edgar Wachenheim III portfolio?

BDX is 9.93% of the Edgar Wachenheim III portfolio and ranks 4th of 28 stocks by weight.

Has Edgar Wachenheim III owned BDX before?

No. Edgar Wachenheim III has not reported BDX before in the filings we track, which start with the quarter ended June 30, 2013.

How many other tracked funds hold BDX?

3 other tracked funds that had filed for 2026 Q2 hold BDX.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst