Edgar Wachenheim · Greenhaven Associates Inc.
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 30 |
| Portfolio value: | $6.2B |
Viewing historical Q4 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) | 20.01 | Reduce 34.19% | 15,178,957 | $81.32 | $1,234,352,783 | $78.80 | -3.10% | $46.82 | $87.62 |
| LEN · Lennar Corp. | 16.82 | Add 4.57% | 10,094,147 | $102.80 | $1,037,678,312 | $88.38 | -14.03% | $83.03 | $144.24 |
| TOL · Toll Brothers Inc. | 12.28 | Add 0.40% | 5,603,187 | $135.22 | $757,662,946 | $137.89 | +1.97% | $100.92 | $168.36 |
| 745867101 · Pulte Group Inc. | 10.52 | Reduce 0.64% | 5,534,428 | $117.26 | $648,967,027 | — | — | — | — |
| DHI · D R Horton Inc. | 8.13 | Reduce 4.22% | 3,484,146 | $144.03 | $501,821,548 | $147.63 | +2.50% | $114.17 | $184.55 |
| OSK · Oshkosh Corp. | 5.13 | Reduce 0.21% | 2,521,296 | $125.63 | $316,750,416 | $137.97 | +9.82% | $96.03 | $180.49 |
| AVTR · Avantor Inc. | 3.81 | Add 11.95% | 20,500,653 | $11.46 | $234,937,483 | $8.31 | -27.49% | $7.26 | $15.93 |
| ARW · Arrow Electrs Inc. | 3.39 | Add 0.08% | 1,899,971 | $110.18 | $209,338,805 | $194.95 | +76.94% | $101.79 | $199.47 |
| BAX · Baxter Intl Inc. | 3.31 | Add 70.05% | 10,693,223 | $19.11 | $204,347,492 | $17.99 | -5.86% | $15.73 | $32.68 |
| LEA · Lear Corp. | 3.30 | Reduce 1.10% | 1,776,038 | $114.60 | $203,533,955 | $139.69 | +21.89% | $86.14 | $142.84 |
| AVT · Avnet Inc. | 3.06 | Reduce 0.00% | 3,928,866 | $48.08 | $188,899,877 | $82.09 | +70.74% | $44.25 | $84.75 |
| 806857108 · Schlumberger Ltd. | 2.90 | New | 4,660,827 | $38.38 | $178,882,540 | — | — | — | — |
| 601137102 · Millrose Pptys Inc. | 2.23 | Reduce 0.10% | 4,596,584 | $29.87 | $137,299,964 | — | — | — | — |
| MTH · Meritage Homes Corp. | 1.56 | Add 0.85% | 1,465,340 | $65.80 | $96,419,372 | $65.16 | -0.97% | $58.03 | $84.74 |
| NOV · Nov Inc. | 1.46 | Reduce 0.04% | 5,745,138 | $15.63 | $89,796,507 | $19.25 | +23.16% | $11.65 | $20.93 |
| 922040845 · Vanguard Instl Index Fd | 0.94 | Add 54.55% | 772,725 | $75.43 | $58,286,647 | — | — | — | — |
| LEN · Lennar Corp. | 0.56 | 364,059 | $95.12 | $34,629,292 | $88.38 | -7.09% | $83.03 | $144.24 | |
| TFX · Teleflex Incorporated | 0.24 | New | 122,079 | $122.04 | $14,898,521 | $133.06 | +9.03% | $100.18 | $139.67 |
| C · Citigroup Inc. | 0.06 | Reduce 60.06% | 33,260 | $116.69 | $3,881,109 | $125.55 | +7.59% | $71.65 | $135.29 |
| ICLR · Icon Plc | 0.05 | Reduce 0.09% | 17,394 | $182.22 | $3,169,535 | $124.49 | -31.68% | $66.57 | $211.00 |
| RHI · Robert Half Inc. | 0.05 | New | 104,700 | $27.16 | $2,843,652 | $27.03 | -0.48% | $21.83 | $48.54 |
| TMHC · Taylor Morrison Home Corp. | 0.05 | New | 47,500 | $58.87 | $2,796,325 | $60.00 | +1.92% | $54.58 | $72.50 |
| CRH · Crh Plc | 0.04 | Reduce 20.00% | 20,000 | $124.80 | $2,496,000 | $113.76 | -8.85% | $86.83 | $131.55 |
| A · Agilent Technologies Inc. | 0.02 | 10,700 | $136.07 | $1,455,949 | $115.62 | -15.03% | $107.07 | $160.27 | |
| JPM · Jpmorgan Chase & Co. | 0.02 | 4,000 | $322.22 | $1,288,880 | $302.10 | -6.24% | $256.00 | $337.25 | |
| 808513105 · Schwab Charles Corp. | 0.02 | Reduce 16.67% | 12,500 | $99.91 | $1,248,875 | — | — | — | — |
| TEX · Terex Corp. New | 0.02 | Reduce 98.69% | 19,422 | $53.38 | $1,036,746 | $63.60 | +19.15% | $41.70 | $71.50 |
| 907818108 · Union Pac Corp. | 0.01 | 2,032 | $231.32 | $470,042 | — | — | — | — | |
| G · Genpact Limited | 0.01 | 10,000 | $46.78 | $467,800 | $32.56 | -30.40% | $31.47 | $48.64 | |
| STLA · Stellantis N.V | 0.01 | 36,000 | $10.89 | $392,040 | $7.74 | -28.93% | $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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