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.
None of Edgar Wachenheim's tracked holdings are in the strike zone right now.
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Edgar Wachenheim has no positions in the strike zone right now.
Browse the whole market by value band- Value$933.2MValuation—Holders—Weight (prev→now)20.0% → 15.4% ▼
- Value$923.3MValuationWithin bandHolders4Weight (prev→now)16.8% → 15.2% ▲
- Value$770.4MValuationWithin bandHolders3Weight (prev→now)12.3% → 12.7% ▲
- Value$646.5MValuationAbove valueHolders2Weight (prev→now)10.5% → 10.6% ▼
- Value$475.7MValuationAbove valueHolders3Weight (prev→now)8.1% → 7.8% ▼
- Value$372.6MValuationAbove valueHolders6Weight (prev→now)5.1% → 6.1% ▲
- Value$271.9MValuationAbove valueHolders3Weight (prev→now)3.4% → 4.5% ▼
- Value$241.6MValuationAbove valueHolders3Weight (prev→now)3.1% → 4.0% ▼
- Value$240.4MValuationAbove valueHolders7Weight (prev→now)3.3% → 4.0% ▲
- Value$239.7MValuationAbove valueHolders6Weight (prev→now)2.9% → 3.9% ▲
- Value$221.6MValuation—Holders7Weight (prev→now)0.1% → 3.6% ▲
- Value$205.5MValuationWithin bandHolders4Weight (prev→now)3.3% → 3.4% ▼
- Value$177.1MValuation—Holders8Weight (prev→now)3.8% → 2.9% ▲
- Value$108.2MValuationAbove valueHolders5Weight (prev→now)1.5% → 1.8% ▲
- Value$90.5MValuation—Holders2Weight (prev→now)0.9% → 1.5% ▲
- Value$90.0MValuationAbove valueHolders1Weight (prev→now)1.6% → 1.5% ▼
- Value$30.6MValuationWithin bandHolders3Weight (prev→now)0.6% → 0.5%
- Value$15.8MValuationWithin bandHolders2Weight (prev→now)0.0% → 0.3% ▲
- Value$9.8MValuation—Holders3Weight (prev→now)New · 0.2%
- Value$1.8MValuation—Holders6Weight (prev→now)0.0% → 0.0% ▼
- Value$1.2MValuationAbove valueHolders3Weight (prev→now)0.0% → 0.0%
- Value$1.2MValuationAbove valueHolders13Weight (prev→now)0.0% → 0.0%
- Value$1.2MValuationAbove valueHolders11Weight (prev→now)0.0% → 0.0%
- Value$645,490ValuationAbove valueHolders3Weight (prev→now)0.0% → 0.0% ▼
- Value$493,004ValuationAbove valueHolders9Weight (prev→now)0.0% → 0.0%
Showing top 25 of 27 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-04-06
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