13F
Edgar Wachenheim III
Greenhaven Associates
31 Holdings • Total Value: $8.7B
13F Holdings Changes
Position changes versus the prior reported quarter
14.08.2026 · Q2 202623
| Time | Ticker | Current Price | Action | Est. Buy Price | Value |
|---|---|---|---|---|---|
| $183.75 | NEW BUY | Est. Range $140.11 - $159.95 | $859.8M 5,681,708 sh · +100.0% | ||
| $273.47 | NEW BUY | Est. Range $306.52 - $340.76 | $421.2M 3,384,681 sh · +100.0% | ||
Unlisted holding | — | NEW BUY | — | $195.0M 1,355,345 sh · +100.0% | |
| $0.87 | INCREASED | Est. Range $0.82 - $1.55 | $190.8M 1,098,204 sh · +54.8% | ||
| $76.69 | INCREASED | Est. Range $81.18 - $97.94 | $61.9M 684,148 sh · +6.4% | ||
| $15.57 | INCREASED | Est. Range $11.51 - $14.16 | $45.6M 3,519,130 sh · +426.8% | ||
Unlisted holding | — | REDUCED | — | $45.3M 575,585 sh | |
| $48.95 | REDUCED | Est. Range $45.87 - $58.82 | $44.3M 862,233 sh · -18.5% | ||
| $118.03 | REDUCED | Est. Range $116.03 - $150.33 | $29.2M 241,436 sh · -14.2% | ||
| $82.73 | INCREASED | Est. Range $70.43 - $85.41 | $26.8M 347,371 sh · +2.8% | ||
| $15.67 | INCREASED | Est. Range $7.42 - $10.40 | $20.2M 2,043,472 sh · +9.0% | ||
| $227.90 | REDUCED | Est. Range $142.37 - $237.33 | $18.9M 131,707 sh · -6.9% | ||
Unlisted holding | — | CLOSED | — | $15.8M 270,608 sh · -100.0% | |
| $58.81 | REDUCED | Est. Range $59.12 - $85.38 | $9.7M 157,355 sh · -10.8% | ||
| $99.36 | REDUCED | Est. Range $61.10 - $95.26 | $9.1M 147,651 sh · -3.8% | ||
| $134.88 | INCREASED | Est. Range $133.84 - $170.79 | $6.3M 38,880 sh · +1.1% | ||
| $125.23 | INCREASED | Est. Range $116.77 - $159.84 | $4.2M 27,675 sh · +1.1% | ||
| $18.97 | REDUCED | Est. Range $17.99 - $21.55 | $2.5M 131,319 sh · -2.3% | ||
| $133.13 | REDUCED | Est. Range $123.15 - $166.23 | $2.1M 15,200 sh · -0.3% | ||
| $50.67 | CLOSED | — | $645.5K 10,922 sh · -100.0% | ||
| $332.99 | REDUCED | Est. Range $288.72 - $343.45 | $441.2K 1,500 sh · -37.5% | ||
| $24.35 | REDUCED | Est. Range $16.17 - $22.18 | $377.3K 22,460 sh · -0.2% | ||
| $4.48 | CLOSED | — | $262.3K 37,000 sh · -100.0% |
15.05.2026 · Q1 202624
| Time | Ticker | Current Price | Action | Est. Buy Price | Value |
|---|---|---|---|---|---|
| $0.87 | INCREASED | Est. Range $0.78 - $4.23 | $219.7M 1,985,017 sh · +177.9% | ||
| $82.73 | REDUCED | Est. Range $71.92 - $87.62 | $215.7M 2,652,822 sh · -17.1% | ||
| — | CLOSED | — | $137.3M 4,596,584 sh · -100.0% | ||
| $24.35 | INCREASED | Est. Range $15.73 - $22.41 | $60.7M 3,614,465 sh · +33.9% | ||
| $76.69 | INCREASED | Est. Range $84.38 - $124.16 | $46.7M 537,984 sh · +5.0% | ||
Unlisted holding | — | INCREASED | — | $45.0M 646,808 sh | |
| $15.67 | INCREASED | Est. Range $7.26 - $12.90 | $16.4M 2,093,185 sh · +9.3% | ||
| — | CLOSED | — | $14.9M 122,079 sh · -100.0% | ||
| $15.57 | NEW BUY | Est. Range $10.94 - $17.26 | $9.8M 824,487 sh · +100.0% | ||
| $118.03 | REDUCED | Est. Range $113.09 - $142.84 | $9.0M 78,669 sh · -5.1% | ||
| $133.13 | INCREASED | Est. Range $129.92 - $168.36 | $5.7M 42,122 sh · +0.8% | ||
Unlisted holding | — | REDUCED | — | $4.4M 37,319 sh | |
| $22.65 | CLOSED | — | $3.9M 33,260 sh · -100.0% | ||
| — | CLOSED | — | $2.8M 104,700 sh · -100.0% | ||
| $134.88 | REDUCED | Est. Range $131.75 - $169.17 | $2.5M 17,226 sh · -0.5% | ||
| $125.23 | INCREASED | Est. Range $126.25 - $180.49 | $1.4M 9,709 sh · +0.4% | ||
| $58.81 | REDUCED | Est. Range $58.03 - $81.77 | $690.3K 10,491 sh · -0.8% | ||
| $50.67 | REDUCED | Est. Range $53.22 - $71.50 | $453.7K 8,500 sh | ||
| $227.90 | REDUCED | Est. Range $110.06 - $162.61 | $452.9K 4,111 sh · -0.2% | ||
| $99.36 | REDUCED | Est. Range $48.22 - $68.29 | $401.7K 8,354 sh · -0.2% | ||
| $81.54 | REDUCED | Est. Range $99.03 - $131.55 | $312.0K 2,500 sh · -12.5% | ||
| $48.95 | INCREASED | Est. Range $38.07 - $54.80 | $192.7K 3,750 sh · +0.1% | ||
| $18.97 | INCREASED | Est. Range $15.60 - $20.86 | $116.6K 6,200 sh · +0.1% | ||
| $4.48 | INCREASED | Est. Range $6.28 - $11.47 | $7.1K 1,000 sh |
14.02.2026 · Q4 202525
| Time | Ticker | Current Price | Action | Est. Buy Price | Value |
|---|---|---|---|---|---|
| $82.73 | REDUCED | Est. Range $54.33 - $83.68 | $480.8M 7,885,401 sh · -38.0% | ||
| $48.95 | NEW BUY | Est. Range $31.64 - $40.88 | $178.9M 4,660,827 sh · +100.0% | ||
| $24.35 | INCREASED | Est. Range $17.40 - $24.27 | $84.2M 4,404,874 sh · +44.6% | ||
| $50.67 | REDUCED | Est. Range $41.70 - $58.66 | $74.8M 1,458,311 sh | ||
| $76.69 | INCREASED | Est. Range $102.72 - $133.76 | $45.3M 440,753 sh · +4.1% | ||
| $134.88 | REDUCED | Est. Range $134.74 - $176.22 | $26.0M 153,617 sh · -4.2% | ||
| $15.67 | INCREASED | Est. Range $10.62 - $15.93 | $25.1M 2,189,083 sh · +9.8% | ||
Unlisted holding | — | INCREASED | — | $20.6M 272,725 sh | |
| — | NEW BUY | Est. Range $102.58 - $136.95 | $14.9M 122,079 sh · +100.0% | ||
| $22.65 | REDUCED | — | $5.1M 50,013 sh | ||
Unlisted holding | — | REDUCED | — | $4.7M 35,400 sh | |
| $133.13 | INCREASED | Est. Range $123.90 - $145.01 | $3.0M 22,218 sh · +0.4% | ||
| — | NEW BUY | Est. Range $25.22 - $35.17 | $2.8M 104,700 sh · +100.0% | ||
Unlisted holding | — | NEW BUY | — | $2.8M 47,500 sh · +100.0% | |
| $118.03 | REDUCED | Est. Range $96.04 - $119.25 | $2.0M 19,786 sh · -1.3% | ||
| $58.81 | INCREASED | Est. Range $63.58 - $75.48 | $815.0K 12,386 sh · +1.0% | ||
| $895.32 | CLOSED | — | $796.4K 1,000 sh · -100.0% | ||
| $125.23 | REDUCED | Est. Range $118.49 - $141.13 | $688.7K 5,310 sh · -0.2% | ||
| $81.54 | REDUCED | Est. Range $107.22 - $129.28 | $599.5K 5,000 sh · -22.2% | ||
| $15.80 | REDUCED | Est. Range $18.45 - $20.42 | $238.7K 2,500 sh · -16.7% | ||
| $227.90 | INCREASED | Est. Range $101.79 - $126.61 | $173.2K 1,572 sh · +0.1% | ||
| — | REDUCED | Est. Range $28.77 - $34.03 | $157.6K 4,689 sh | ||
| $18.97 | REDUCED | Est. Range $12.29 - $16.96 | $33.7K 2,544 sh · -0.0% | ||
| $99.36 | REDUCED | Est. Range $44.25 - $53.41 | $3.7K 71 sh · -0.0% | ||
| $0.87 | REDUCED | Est. Range $2.75 - $10.85 | $2.6K 15 sh · -0.0% |
04.11.2025 · Q3 202526
| Time | Ticker | Current Price | Action | Est. Buy Price | Value |
|---|---|---|---|---|---|
| $82.73 | NEW BUY | Est. Range $48.80 - $62.14 | $1.4B 23,064,358 sh · +100.0% | ||
| $76.69 | NEW BUY | Est. Range $107.46 - $144.24 | $1.2B 9,653,394 sh · +100.0% | ||
Unlisted holding | — | NEW BUY | — | $773.7M 6,069,828 sh · +100.0% | |
| $133.13 | NEW BUY | Est. Range $113.52 - $149.79 | $771.0M 5,580,969 sh · +100.0% | ||
| $134.88 | NEW BUY | Est. Range $128.00 - $184.55 | $616.5M 3,637,763 sh · +100.0% | ||
| $125.23 | NEW BUY | Est. Range $113.93 - $144.30 | $327.7M 2,526,606 sh · +100.0% | ||
| $227.90 | NEW BUY | Est. Range $113.45 - $134.74 | $229.7M 1,898,399 sh · +100.0% | ||
| $15.67 | NEW BUY | Est. Range $10.82 - $14.42 | $228.5M 18,311,570 sh · +100.0% | ||
| $99.36 | NEW BUY | Est. Range $45.67 - $57.24 | $205.4M 3,928,937 sh · +100.0% | ||
| $118.03 | NEW BUY | Est. Range $91.67 - $113.10 | $180.7M 1,795,824 sh · +100.0% | ||
| — | NEW BUY | Est. Range $27.47 - $36.00 | $154.6M 4,601,273 sh · +100.0% | ||
| $24.35 | NEW BUY | Est. Range $21.33 - $31.76 | $143.2M 6,288,349 sh · +100.0% | ||
| $58.81 | NEW BUY | Est. Range $66.43 - $84.74 | $105.2M 1,452,954 sh · +100.0% | ||
| $18.97 | NEW BUY | Est. Range $11.78 - $14.24 | $76.2M 5,747,682 sh · +100.0% | ||
| $50.67 | NEW BUY | Est. Range $46.27 - $54.89 | $75.8M 1,477,733 sh · +100.0% | ||
| $76.02 | NEW BUY | Est. Range $102.58 - $137.39 | $43.7M 364,059 sh · +100.0% | ||
| $22.65 | NEW BUY | — | $8.5M 83,273 sh · +100.0% | ||
| $0.87 | NEW BUY | Est. Range $9.35 - $16.75 | $3.0M 17,409 sh · +100.0% | ||
| $81.54 | NEW BUY | Est. Range $91.22 - $121.66 | $3.0M 25,000 sh · +100.0% | ||
| $15.80 | NEW BUY | Est. Range $18.94 - $20.60 | $1.4M 15,000 sh · +100.0% | ||
| $170.54 | NEW BUY | Est. Range $110.75 - $131.00 | $1.4M 10,700 sh · +100.0% | ||
| $332.99 | NEW BUY | Est. Range $280.31 - $318.01 | $1.3M 4,000 sh · +100.0% | ||
| $895.32 | NEW BUY | Est. Range $691.30 - $825.25 | $796.4K 1,000 sh · +100.0% | ||
| $278.34 | NEW BUY | Est. Range $210.84 - $240.74 | $480.3K 2,032 sh · +100.0% | ||
| $34.40 | NEW BUY | Est. Range $40.73 - $46.75 | $418.9K 10,000 sh · +100.0% | ||
| $4.48 | NEW BUY | Est. Range $8.66 - $10.54 | $336.2K 36,000 sh · +100.0% |
Full Holdings
| Ticker | Weight | Action | Position Change % | Value | Div. Yield | Current Price |
|---|---|---|---|---|---|---|
LEN Lennar Corporation - A (LEN) | 11.8% | INCREASED | +6.4% | $1.0B | 3.26% | $76.69 |
GM General Motors Co (GM) | 11.5% | INCREASED | +2.8% | $992.3M | - | — |
TOL Toll Brothers, Inc. (TOL) | 10.7% | REDUCED | -0.3% | $927.6M | 0.96% | $133.13 |
BDX Becton Dickinson & Co (BDX) | 9.9% | NEW BUY | +100.0% | $859.8M | - | — |
PulteGroup Inc. (PHM) | 8.6% | REDUCED | -0.7% | $748.6M | - | — |
DHI D R Horton, Inc. (DHI) | 6.6% | INCREASED | +1.1% | $571.0M | 1.33% | $134.88 |
ICON Icon Plc (ICLR) | 6.2% | INCREASED | +54.8% | $538.6M | - | — |
AON Accenture Plc (ACN) | 4.9% | NEW BUY | +100.0% | $421.2M | 0.60% | $273.47 |
OSK Oshkosh Corp (OSK) | 4.5% | INCREASED | +1.1% | $392.7M | - | — |
ARW Arrow Electronics Inc (ARW) | 4.3% | REDUCED | -6.9% | $376.5M | - | — |
AVT Avnet Inc (AVT) | 3.9% | REDUCED | -3.8% | $335.1M | - | — |
BAX Baxter International Inc (BAX) | 3.5% | REDUCED | -0.2% | $304.6M | 0.16% | $24.35 |
AVTR Avantor Inc (AVTR) | 2.8% | INCREASED | +9.0% | $243.9M | - | $15.67 |
LEA Lear Corporation (LEA) | 2.3% | REDUCED | -14.2% | $195.2M | - | — |
SLB SLB Ltd (SLB) | 2.0% | REDUCED | -18.5% | $176.8M | - | — |
Iqvia Hldgs Inc (IQV) | 1.7% | NEW BUY | +100.0% | $148.4M | - | — |
MTH Meritage Homes Corp (MTH) | 1.3% | REDUCED | -10.8% | $108.8M | - | — |
NOV Nov Inc (NOV) | 1.2% | REDUCED | -2.3% | $104.3M | - | — |
DNOW Dnow Inc (DNOW) | 0.7% | INCREASED | +426.8% | $56.3M | - | — |
Vanguard 0-3M T-Bill ETF (VBIL) | 0.6% | REDUCED | -44.7% | $50.1M | - | — |
Epam Sys Inc (EPAM) | 0.5% | NEW BUY | +100.0% | $46.6M | - | — |
LEN.B Lennar Corporation - B SHS (LEN/B) | 0.4% | HOLD | 0.0% | $32.3M | - | — |
CRH CRH Plc (CRH) | 0.0% | HOLD | 0.0% | $1.9M | 1.43% | $81.54 |
A Agilent Technologies, Inc. (A) | 0.0% | HOLD | 0.0% | $1.4M | - | — |
SCHW-PJ Charles Schwab Corporation (SCHW) | 0.0% | HOLD | 0.0% | $1.2M | 7.04% | $15.80 |
JPM J P Morgan Chase (JPM) | 0.0% | REDUCED | -37.5% | $818.3K | 1.85% | $332.99 |
UNP Union Pacific Corp (UNP) | 0.0% | HOLD | 0.0% | $552.7K | 2.00% | $278.34 |
G Genpact LTD (G) | 0.0% | HOLD | 0.0% | $275.0K | - | — |
STLA Stellantis NV (STLA) | 0.0% | CLOSED | -100.0% | $0 | - | $4.48 |
TEX Terex Corp (TEX) | 0.0% | CLOSED | -100.0% | $0 | - | — |
Taylor Morrison Home Corp (TMHC) | 0.0% | CLOSED | -100.0% | $0 | - | — |
This page is for educational and informational purposes only. Data is sourced from public SEC records and is not financial, investment, tax, or legal advice.