Edgar Wachenheim · Greenhaven Associates Inc.
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 27 |
| Portfolio value: | $6.6B |
Viewing historical Q3 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 |
|---|---|---|---|---|---|---|---|---|---|
| GM · General Motors Co. (Gm) | 21.39 | Reduce 2.49% | 23,064,358 | $60.97 | $1,406,233,907 | $78.80 | +29.24% | $46.82 | $87.62 |
| LEN · Lennar Corp. | 18.50 | Add 1.68% | 9,653,394 | $126.04 | $1,216,713,780 | $88.38 | -29.88% | $83.03 | $144.24 |
| TOL · Toll Brothers Inc. | 11.72 | Reduce 0.37% | 5,580,969 | $138.14 | $770,955,058 | $137.89 | -0.18% | $100.92 | $168.36 |
| 745867101 · Pulte Group Inc. | 11.19 | Reduce 0.19% | 5,569,828 | $132.13 | $735,941,374 | — | — | — | — |
| DHI · D R Horton Inc. | 9.38 | Reduce 1.18% | 3,637,763 | $169.47 | $616,491,696 | $147.63 | -12.89% | $114.17 | $184.55 |
| OSK · Oshkosh Corp. | 4.98 | Reduce 1.09% | 2,526,606 | $129.70 | $327,700,798 | $137.97 | +6.38% | $96.03 | $180.49 |
| ARW · Arrow Electrs Inc. | 3.49 | Reduce 0.75% | 1,898,399 | $121.00 | $229,706,279 | $194.95 | +61.12% | $101.79 | $199.47 |
| AVTR · Avantor Inc. | 3.48 | New | 18,311,570 | $12.48 | $228,528,394 | $8.31 | -33.41% | $7.26 | $15.93 |
| AVT · Avnet Inc. | 3.12 | Reduce 0.86% | 3,928,937 | $52.28 | $205,404,826 | $82.09 | +57.02% | $44.25 | $84.75 |
| LEA · Lear Corp. | 2.75 | Reduce 2.49% | 1,795,824 | $100.61 | $180,677,853 | $139.69 | +38.84% | $86.14 | $142.84 |
| 601137102 · Millrose Pptys Inc. | 2.35 | Reduce 41.66% | 4,601,273 | $33.61 | $154,648,786 | — | — | — | — |
| BAX · Baxter Intl Inc. | 2.18 | New | 6,288,349 | $22.77 | $143,185,707 | $17.99 | -20.99% | $15.73 | $32.68 |
| MTH · Meritage Homes Corp. | 1.60 | Reduce 2.61% | 1,452,954 | $72.43 | $105,237,458 | $65.16 | -10.04% | $58.03 | $84.74 |
| NOV · Nov Inc. | 1.16 | Add 15.36% | 5,747,682 | $13.25 | $76,156,787 | $19.25 | +45.28% | $11.65 | $20.93 |
| TEX · Terex Corp. New | 1.15 | Reduce 1.48% | 1,477,733 | $51.30 | $75,807,703 | $63.60 | +23.98% | $41.70 | $71.50 |
| LEN · Lennar Corp. | 0.66 | 364,059 | $119.99 | $43,683,439 | $88.38 | -26.34% | $83.03 | $144.24 | |
| 922040845 · Vanguard Instl Index Fd | 0.57 | New | 500,000 | $75.61 | $37,807,500 | — | — | — | — |
| C · Citigroup Inc. | 0.13 | Reduce 99.49% | 83,273 | $101.50 | $8,452,210 | $125.55 | +23.69% | $71.65 | $135.29 |
| ICLR · Icon Plc | 0.05 | Reduce 1.27% | 17,409 | $175.00 | $3,046,575 | $124.49 | -28.86% | $66.57 | $211.00 |
| CRH · Crh Plc | 0.05 | Reduce 7.19% | 25,000 | $119.90 | $2,997,500 | $113.76 | -5.12% | $86.83 | $131.55 |
| 808513105 · Schwab Charles Corp. | 0.02 | Reduce 25.00% | 15,000 | $95.47 | $1,432,050 | — | — | — | — |
| A · Agilent Technologies Inc. | 0.02 | 10,700 | $128.35 | $1,373,345 | $115.62 | -9.92% | $107.07 | $160.27 | |
| JPM · Jpmorgan Chase & Co. | 0.02 | Reduce 20.00% | 4,000 | $315.43 | $1,261,720 | $302.10 | -4.23% | $256.00 | $337.25 |
| GS · Goldman Sachs Group Inc. | 0.01 | Reduce 60.00% | 1,000 | $796.35 | $796,350 | $936.48 | +17.60% | $582.50 | $984.70 |
| 907818108 · Union Pac Corp. | 0.01 | 2,032 | $236.37 | $480,304 | — | — | — | — | |
| G · Genpact Limited | 0.01 | Reduce 9.24% | 10,000 | $41.89 | $418,900 | $32.56 | -22.27% | $31.47 | $48.64 |
| STLA · Stellantis N.V | 0.01 | 36,000 | $9.34 | $336,240 | $7.74 | -17.13% | $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
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