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Edgar WachenheimvsThird Avenue Management LLC

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
19.0%
Whale B
Third Avenue Management LLC
Third Avenue Management LLC
AUM
$550M
Positions
51
Shared %
6.8%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockEdgar weightThird weightEdgar valueThird value
745867101 · Pulte Group Inc.10.6%2.1%$647M$12M
DHI · D R Horton Inc.7.8%2.0%$476M$11M
LEN · Lennar Corp.0.5%2.6%$31M$14M
Unique to Edgar Wachenheim
Top 10 by value held — not in the other's portfolio
StockWeightValue
GM · General Motors Co. (Gm)15.4%$933M
LEN · Lennar Corp.15.2%$923M
TOL · Toll Brothers Inc.12.7%$770M
OSK · Oshkosh Corp.6.1%$373M
ARW · Arrow Electrs Inc.4.5%$272M
AVT · Avnet Inc.4.0%$242M
BAX · Baxter Intl Inc.4.0%$240M
806857108 · Schlumberger Ltd.3.9%$240M
ICLR · Icon Plc3.6%$222M
LEA · Lear Corp.3.4%$206M
Unique to Third Avenue Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
HCC · Warrior Met Coal Inc.9.3%$51M
TDW · Tidewater Inc. New8.0%$44M
BCC · Boise Cascade Co. Del5.8%$32M
VAL · Valaris Ltd.5.4%$29M
BN · Brookfield Corp.4.6%$25M
CBRE · Cbre Group Inc.4.3%$24M
FPH · Five Point Holdings LLC4.2%$23M
PLD · Prologis Inc.3.4%$19M
ROG · Rogers Corp.3.3%$18M
DB · Deutsche Bank A G2.4%$13M
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★ WatchlistData from SEC EDGAR · whalstreet.com