Lennar Corp (LEN) took the top spot in Edgar Wachenheim III's Greenhaven Associates portfolio in 2026 Q2, according to the 13F-HR filed with the SEC on July 28, 2026. The stake is 11.3M shares worth about $1B at June 30, 2026, 11.82% of the reported portfolio. LEN ranked 2nd a quarter earlier, at 15.21% of the book.
What did the 2026 Q2 filing report for LEN?
As of June 30, 2026, from the 13F-HR filed July 28, 2026.
| Value | |
|---|---|
| Portfolio weight | 11.82% |
| Shares | 11.3M |
| Reported value | $1B |
| Rank in portfolio | 1st of 28 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | GM at 15.37% |
| Next largest holding now | GM at 11.46% |
How did LEN become the largest holding?
Edgar Wachenheim III added 6% to the LEN share count in 2026 Q2. GM, the largest holding a quarter earlier at 15.37%, was added to and is 11.46%, now 2nd. The next largest holding now is GM at 11.46%.
Where does LEN sit in the Edgar Wachenheim III portfolio?
LEN is the largest of 28 stock positions in the Edgar Wachenheim III portfolio at 11.82%, above the fund's average stock position of 4%. The LEN addition was the 5th largest of the quarter's 25 position changes by percent change to portfolio. 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 LEN?
Edgar Wachenheim III first reported LEN in the quarter ended December 31, 2015. The weight peaked at 21.87% in 2021 Q3. Last quarter the fund added to the position by 5%. Every reported trade is on the Edgar Wachenheim III LEN trade history page.
Did other funds buy or sell LEN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 28, 2026, 4 hold LEN. The largest buyer of LEN this quarter was Warren Buffett. The largest sellers were Eagle Capital Management and Glenn Greenberg. Every tracked holder of LEN is on the LEN ownership page.
FAQ
What is the largest holding in the Edgar Wachenheim III portfolio?
LEN is the largest holding in the Edgar Wachenheim III portfolio as of 2026 Q2, at 11.82% of the reported value.
What was the largest holding of Edgar Wachenheim III a quarter earlier?
GM, at 15.37% of the book. GM, the largest holding a quarter earlier at 15.37%, was added to and is 11.46%, now 2nd.
How did LEN become the largest holding of Edgar Wachenheim III?
LEN ranked 2nd a quarter earlier, at 15.21% of the book. Edgar Wachenheim III added 6% to the LEN share count in 2026 Q2. GM, the largest holding a quarter earlier at 15.37%, was added to and is 11.46%, now 2nd.
How many LEN shares does Edgar Wachenheim III hold?
Edgar Wachenheim III holds 11.3M shares of LEN, worth about $1B at June 30, 2026 prices.