Edgar Wachenheim
Net sellingGreenhaven Associates Inc — managed by Edgar Wachenheim; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-06-30 (filed 2026-07-28) · Source: SEC EDGAR
New
Added
Exited
By what price implies: 7 demand a demanding growth rate, 10 modest.
13F × valuation
Valuation posture
Of 15 valued US positions, 1 trade below a conservative value band (as of 2026-10-16):
- Genpact Ltd (G)G9% · below
SEC 13F · latest filing
Holdings
- Lennar Corporation - A (Len)LENAdding · 7 quartersValue$1.02BValuation—Holders7Weight11.8%
- General Motors Co (Gm)Big new positionValue$992.3MValuation—Holders—Weight11.5%
- Toll Brothers, Inc. (Tol)TOLCore · 8 quartersValue$927.6MValuation—Holders5Weight10.7%
- Becton Dickinson & Co (Bdx)BDXBig new positionValue$859.8MValuation—Holders7Weight9.9%
- Pultegroup Inc. (Phm)PHMCore · 8 quartersValue$748.6MValuation—Holders3Weight8.6%
- D R Horton, Inc. (Dhi)DHIBig new positionValue$571.0MValuation—Holders6Weight6.6%
- Icon Plc (Iclr)ICLRBig new positionValue$538.6MValuation—Holders6Weight6.2%
- Accenture Plc (Acn)ACNBig new positionValue$421.2MValuation—Holders10Weight4.9%
- Oshkosh Corp (Osk)OSKBig new positionValue$392.7MValuation—Holders6Weight4.5%
- Value$376.5MValuation—Holders7Weight4.3%
- Value$335.1MValuation—Holders5Weight3.9%
- Value$304.6MValuation—Holders7Weight3.5%
- Avantor Inc (Avtr)AVTRAdding · 4 quartersValue$243.9MValuation—Holders7Weight2.8%
- Value$195.2MValuation—Holders5Weight2.3%
- Value$176.8MValuation—Holders6Weight2.0%
- Value$148.4MValuation—Holders5Weight1.7%
- Value$108.8MValuationBelow value· unconf.Holders3Weight1.3%
- Value$104.3MValuation—Holders5Weight1.2%
- Value$56.3MValuation—Holders3Weight0.7%
- Value$50.1MValuation—Holders2Weight0.6%
- Value$46.6MValuation—Holders1Weight0.5%
- Value$32.3MValuation—Holders4Weight0.4%
- Value$1.9MValuation—Holders7Weight0.0%
- Agilent Technologies, Inc. (A)ANo trims · 8 quartersValue$1.4MValuation—Holders4Weight0.0%
- Value$1.2MValuation—Holders12Weight0.0%
Showing top 25 of 28 positions
About this investor
About this investor
Portfolio overview
Greenhaven Associates Inc's most recent 13F filing, for the quarter ended 2026-06-30, reports 28 positions worth $8.66B. The top 5 holdings represent 53% of that value, a moderately concentrated portfolio.
The single largest position is Lennar Corporation - A (Len) at 11.8% of the portfolio, followed by General Motors Co (Gm) at 11.5% and Toll Brothers, Inc. (Tol) at 10.7%.
Against the prior quarter, Edgar Wachenheim opened 4 new positions, exited 3, added to 7, and trimmed 11. The largest new buy was Becton Dickinson & Co (Bdx). The most notable sale was the full exit from Taylor Morrison Home Corp (Tmhc).
Across all 8 quarters on file, Lennar Corporation - A (Len) has appeared in every filing, as has General Motors Co (Gm). Lennar Corporation - A (Len) 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.
Edgar Wachenheim has no positions in the strike zone right now. Browse the whole market by value band
Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-07-28
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