Edgar Wachenheim
Net sellingGreenhaven Associates Inc — managed by Edgar Wachenheim; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-04-06) · Source: SEC EDGAR
Greenhaven Associates Inc's most recent 13F filing, for the quarter ended 2026-03-31, reports 27 positions worth $6.07B. The top 5 holdings represent 62% of that value, a concentrated portfolio.
The single largest position is General Motors Co (Gm) at 15.4% of the portfolio, followed by Lennar Corporation - A (Len) at 15.2% and Toll Brothers, Inc. (Tol) at 12.7%.
Against the prior quarter, Edgar Wachenheim opened 1 new position, exited 4, added to 11, and trimmed 9. The largest new buy was Dnow Inc (Dnow). The most notable sale was the full exit from Millrose Properties (Mrp).
Across all 8 quarters on file, General Motors Co (Gm) has appeared in every filing, as has Lennar Corporation - A (Len). General Motors Co (Gm) currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$933.2MWeight (prev→now)20.0% → 15.4% ▼
- Value$923.3MWeight (prev→now)16.8% → 15.2% ▲
- Value$770.4MWeight (prev→now)12.3% → 12.7% ▲
- Value$646.5MWeight (prev→now)10.5% → 10.6% ▼
- Value$475.7MWeight (prev→now)8.1% → 7.8% ▼
- Value$372.6MWeight (prev→now)5.1% → 6.1% ▲
- Value$271.9MWeight (prev→now)3.4% → 4.5% ▼
- Value$241.6MWeight (prev→now)3.1% → 4.0% ▼
- Value$240.4MWeight (prev→now)3.3% → 4.0% ▲
- Value$239.7MWeight (prev→now)2.9% → 3.9% ▲
- Value$221.6MWeight (prev→now)0.1% → 3.6% ▲
- Value$205.5MWeight (prev→now)3.3% → 3.4% ▼
- Value$177.1MWeight (prev→now)3.8% → 2.9% ▲
- Value$108.2MWeight (prev→now)1.5% → 1.8% ▲
- Value$90.5MWeight (prev→now)0.9% → 1.5% ▲
- Value$90.0MWeight (prev→now)1.6% → 1.5% ▼
- Value$30.6MWeight (prev→now)0.6% → 0.5%
- Value$15.8MWeight (prev→now)0.0% → 0.3% ▲
- Value$9.8MWeight (prev→now)New · 0.2%
- Value$1.8MWeight (prev→now)0.0% → 0.0% ▼
- Value$1.2MWeight (prev→now)0.0% → 0.0%
- Value$1.2MWeight (prev→now)0.0% → 0.0%
- Value$1.2MWeight (prev→now)0.0% → 0.0%
- Value$645,490Weight (prev→now)0.0% → 0.0% ▼
- Value$493,004Weight (prev→now)0.0% → 0.0%
Showing top 25 of 27 positions
Sources· SEC EDGAR 13F as of 2026-04-06
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