Edgar Wachenheim III's Greenhaven Associates reported a portfolio value of about $8.7B for 2026 Q2, up 43% from about $6.1B a quarter earlier, according to the 13F-HR filed with the SEC on July 28, 2026. A 13F marks the positions it lists at quarter-end prices. The rise can come from purchases, from prices, or from assets moving into the form, and the filing does not separate them.
What did the 2026 Q2 filing report?
As of June 30, 2026, from the 13F-HR filed July 28, 2026.
| Before | After | |
|---|---|---|
| Reported value | $6.1B | $8.7B |
| Positions | 27 | 28 |
| Largest holding | LEN at 11.82% |
What rose, and by how much?
Edgar Wachenheim III opened 4 stock positions in 2026 Q2 and added to 7; it closed 3 and trimmed 11.
What does the Edgar Wachenheim III portfolio look like now?
Edgar Wachenheim III's Greenhaven Associates reported 28 stock positions in its 2026 Q2 portfolio, up from 27 a quarter earlier. The total portfolio value is about $8.7B, up 43% from the prior quarter. 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.
FAQ
How much did the reported value of Edgar Wachenheim III rise?
The reported portfolio value of Edgar Wachenheim III rose 43%, from about $6.1B to about $8.7B as of 2026 Q2.
Did Edgar Wachenheim III buy positions or did prices rise?
A 13F marks the positions it lists at quarter-end prices. The rise can come from purchases, from prices, or from assets moving into the form, and the filing does not separate them. The filing shows 4 positions opened and 7 added to.
What is the largest holding of Edgar Wachenheim III now?
The largest stock position of Edgar Wachenheim III as of 2026 Q2 is LEN at 11.82% of the reported book.