Edgar Wachenheim · Greenhaven Associates Inc.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 26 |
| Portfolio value: | $6.3B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| C · Citigroup Inc. | 18.80 | New | 16,665,843 | $70.99 | $1,183,108,195 | $125.55 | +76.86% | $71.65 | $135.29 |
| GM · General Motors Co. (Gm) | 17.77 | New | 23,780,060 | $47.03 | $1,118,376,222 | $78.80 | +67.55% | $46.82 | $87.62 |
| LEN · Lennar Corp. | 17.22 | New | 9,439,955 | $114.78 | $1,083,518,035 | $88.38 | -23.00% | $83.03 | $144.24 |
| TOL · Toll Brothers Inc. | 9.33 | New | 5,562,582 | $105.59 | $587,353,033 | $137.89 | +30.59% | $100.92 | $168.36 |
| 745867101 · Pulte Group Inc. | 9.13 | New | 5,587,328 | $102.80 | $574,377,318 | — | — | — | — |
| DHI · D R Horton Inc. | 7.42 | New | 3,674,763 | $127.13 | $467,172,620 | $147.63 | +16.13% | $114.17 | $184.55 |
| OSK · Oshkosh Corp. | 3.82 | New | 2,553,606 | $94.08 | $240,243,252 | $137.97 | +46.65% | $96.03 | $180.49 |
| 601137102 · Millrose Pptys Inc. | 3.32 | New | 7,888,017 | $26.51 | $209,111,331 | — | — | — | — |
| ARW · Arrow Electrs Inc. | 3.16 | New | 1,913,757 | $103.83 | $198,705,389 | $194.95 | +87.76% | $101.79 | $199.47 |
| AVT · Avnet Inc. | 3.03 | New | 3,965,237 | $48.09 | $190,688,247 | $82.09 | +70.70% | $44.25 | $84.75 |
| LEA · Lear Corp. | 2.58 | New | 1,843,447 | $88.22 | $162,628,894 | $139.69 | +58.34% | $86.14 | $142.84 |
| MTH · Meritage Homes Corp. | 1.62 | New | 1,434,368 | $70.88 | $101,668,004 | $65.16 | -8.07% | $58.03 | $84.74 |
| NOV · Nov Inc. | 0.99 | New | 4,114,157 | $15.22 | $62,617,470 | $19.25 | +26.48% | $11.65 | $20.93 |
| TEX · Terex Corp. New | 0.90 | New | 1,503,133 | $37.78 | $56,788,365 | $63.60 | +68.34% | $41.70 | $71.50 |
| LEN · Lennar Corp. | 0.63 | New | 364,059 | $109.07 | $39,707,915 | $88.38 | -18.97% | $83.03 | $144.24 |
| G · Genpact Limited | 0.12 | New | 146,678 | $50.38 | $7,389,638 | $32.56 | -35.37% | $31.47 | $48.64 |
| CRH · Crh Plc | 0.04 | New | 26,937 | $87.97 | $2,369,648 | $113.76 | +29.32% | $86.83 | $131.55 |
| 808513105 · Schwab Charles Corp. | 0.02 | New | 20,000 | $78.28 | $1,565,600 | — | — | — | — |
| GS · Goldman Sachs Group Inc. | 0.02 | New | 2,500 | $546.29 | $1,365,725 | $936.48 | +71.43% | $582.50 | $984.70 |
| A · Agilent Technologies Inc. | 0.02 | New | 10,700 | $116.98 | $1,251,686 | $115.62 | -1.16% | $107.07 | $160.27 |
| JPM · Jpmorgan Chase & Co. | 0.02 | New | 5,000 | $245.30 | $1,226,500 | $302.10 | +23.16% | $256.00 | $337.25 |
| MS · Morgan Stanley | 0.02 | New | 10,000 | $116.67 | $1,166,700 | $193.09 | +65.50% | $123.88 | $194.83 |
| BRK-B · Berkshire Hathaway Inc. Del | 0.01 | New | 1,001 | $532.58 | $533,113 | $475.94 | -10.64% | $455.19 | $520.30 |
| 907818108 · Union Pac Corp. | 0.01 | New | 2,032 | $236.24 | $480,040 | — | — | — | — |
| STLA · Stellantis N.V | 0.01 | New | 30,000 | $11.21 | $336,300 | $7.74 | -30.95% | $6.28 | $12.22 |
| RHI · Robert Half Inc. | 0.00 | New | 3,800 | $54.55 | $207,290 | $27.03 | -50.45% | $21.83 | $48.54 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to Edgar Wachenheim
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★ WatchlistData from SEC EDGAR · whalstreet.com