Edgar Wachenheim III's Greenhaven Associates increased its ICON PLC (ICLR) position by 55% in 2026 Q2, according to the 13F-HR filed with the SEC on July 28, 2026. The stake went from 2M to 3.1M shares, worth about $538.6M, and from 3.65% to 6.22% of the reported portfolio.
What did the 2026 Q2 filing report for ICLR?
As of June 30, 2026, from the 13F-HR filed July 28, 2026.
| Before | After | |
|---|---|---|
| Shares | 2M | 3.1M |
| Shares added | +1.1M (55%) | |
| Reported value | $221.6M | $538.6M |
| Portfolio weight | 3.65% | 6.22% |
| Rank in portfolio | 7th of 28 |
How much did Edgar Wachenheim III add to ICLR?
Edgar Wachenheim III added 1.1M shares of ICLR during 2026 Q2, taking the stake from 2M to 3.1M. The reported value of the position rose by about $317M, from about $221.6M to about $538.6M.
Where does ICLR sit in the Edgar Wachenheim III portfolio?
ICLR ranks 7th of 28 stock positions in the Edgar Wachenheim III portfolio at 6.22%, above the fund's average stock position of 4%. The ICLR addition was the 3rd 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.
How long has Edgar Wachenheim III held ICLR?
Edgar Wachenheim III first reported ICLR in the quarter ended June 30, 2025. The current weight is the highest the fund has reported for the name. The fund added to it last quarter as well, by 11,412%. Every reported trade is on the Edgar Wachenheim III ICLR trade history page.
Did other funds buy or sell ICLR in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 28, 2026, 4 hold ICLR. Of those, 4 added to the position this quarter and none trimmed it. The largest buyers of ICLR this quarter were Glenn Greenberg, Bill Nygren and Sequoia Fund. The largest seller was Harry Burn. Every tracked holder of ICLR is on the ICLR ownership page.
FAQ
How many ICLR shares did Edgar Wachenheim III buy in 2026 Q2?
Edgar Wachenheim III added 1.1M shares of ICLR, a 55% increase, to 3.1M shares.
What is the ICLR position of Edgar Wachenheim III worth now?
The ICLR position of Edgar Wachenheim III is worth about $538.6M at June 30, 2026 prices, 6.22% of the portfolio.
Is ICLR a top holding of Edgar Wachenheim III?
ICLR ranks 7th of 28 stock positions in the Edgar Wachenheim III portfolio, at 6.22%.
Did other funds add to ICLR in 2026 Q2?
Among the 4 other tracked funds that hold ICLR, 4 added to it in 2026 Q2 and none trimmed it.