Edgar Wachenheim · Greenhaven Associates Inc.
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 25 |
| Portfolio value: | $6.7B |
Viewing historical Q2 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. | 20.48 | Reduce 2.94% | 16,175,563 | $85.12 | $1,376,863,923 | $125.55 | +47.50% | $71.65 | $135.29 |
| GM · General Motors Co. (Gm) | 17.32 | Reduce 0.53% | 23,654,358 | $49.21 | $1,164,030,957 | $78.80 | +60.13% | $46.82 | $87.62 |
| LEN · Lennar Corp. | 15.62 | Add 0.57% | 9,493,585 | $110.61 | $1,050,085,437 | $88.38 | -20.10% | $83.03 | $144.24 |
| TOL · Toll Brothers Inc. | 9.51 | Add 0.71% | 5,601,916 | $114.13 | $639,346,673 | $137.89 | +20.82% | $100.92 | $168.36 |
| 745867101 · Pulte Group Inc. | 8.76 | Reduce 0.12% | 5,580,428 | $105.46 | $588,511,937 | — | — | — | — |
| DHI · D R Horton Inc. | 7.06 | Add 0.17% | 3,681,063 | $128.92 | $474,562,642 | $147.63 | +14.51% | $114.17 | $184.55 |
| OSK · Oshkosh Corp. | 4.31 | Add 0.03% | 2,554,406 | $113.54 | $290,027,257 | $137.97 | +21.52% | $96.03 | $180.49 |
| ARW · Arrow Electrs Inc. | 3.63 | Reduce 0.06% | 1,912,699 | $127.43 | $243,735,234 | $194.95 | +52.99% | $101.79 | $199.47 |
| 601137102 · Millrose Pptys Inc. | 3.35 | Reduce 0.01% | 7,887,516 | $28.51 | $224,873,081 | — | — | — | — |
| AVT · Avnet Inc. | 3.13 | Reduce 0.06% | 3,962,937 | $53.08 | $210,352,696 | $82.09 | +54.65% | $44.25 | $84.75 |
| LEA · Lear Corp. | 2.60 | Reduce 0.10% | 1,841,647 | $94.98 | $174,919,632 | $139.69 | +47.07% | $86.14 | $142.84 |
| MTH · Meritage Homes Corp. | 1.49 | Add 4.01% | 1,491,955 | $66.97 | $99,916,226 | $65.16 | -2.70% | $58.03 | $84.74 |
| TEX · Terex Corp. New | 1.04 | Reduce 0.21% | 1,499,933 | $46.69 | $70,031,872 | $63.60 | +36.22% | $41.70 | $71.50 |
| NOV · Nov Inc. | 0.92 | Add 21.11% | 4,982,516 | $12.43 | $61,932,674 | $19.25 | +54.87% | $11.65 | $20.93 |
| LEN · Lennar Corp. | 0.57 | 364,059 | $105.25 | $38,317,210 | $88.38 | -16.03% | $83.03 | $144.24 | |
| ICLR · Icon Plc | 0.04 | New | 17,633 | $145.45 | $2,564,720 | $124.49 | -14.41% | $66.57 | $211.00 |
| CRH · Crh Plc | 0.04 | 26,937 | $91.80 | $2,472,817 | $113.76 | +23.92% | $86.83 | $131.55 | |
| 808513105 · Schwab Charles Corp. | 0.03 | 20,000 | $91.24 | $1,824,800 | — | — | — | — | |
| GS · Goldman Sachs Group Inc. | 0.03 | 2,500 | $707.75 | $1,769,375 | $936.48 | +32.32% | $582.50 | $984.70 | |
| JPM · Jpmorgan Chase & Co. | 0.02 | 5,000 | $289.91 | $1,449,550 | $302.10 | +4.20% | $256.00 | $337.25 | |
| MS · Morgan Stanley | 0.02 | 10,000 | $140.86 | $1,408,600 | $193.09 | +37.08% | $123.88 | $194.83 | |
| A · Agilent Technologies Inc. | 0.02 | 10,700 | $118.01 | $1,262,707 | $115.62 | -2.03% | $107.07 | $160.27 | |
| G · Genpact Limited | 0.01 | Reduce 92.49% | 11,018 | $44.01 | $484,902 | $32.56 | -26.02% | $31.47 | $48.64 |
| 907818108 · Union Pac Corp. | 0.01 | 2,032 | $230.08 | $467,523 | — | — | — | — | |
| STLA · Stellantis N.V | 0.01 | Add 20.00% | 36,000 | $10.03 | $361,080 | $7.74 | -22.83% | $6.28 | $12.22 |
* 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