Edgar Wachenheim · Greenhaven Associates Inc.
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 27 |
| Portfolio value: | $6.1B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| GM · General Motors Co. (Gm) | 15.37 | Reduce 17.48% | 12,526,135 | $74.50 | $933,197,058 | $78.80 | +5.77% | $46.82 | $87.62 |
| LEN · Lennar Corp. | 15.21 | Add 5.33% | 10,632,131 | $86.84 | $923,294,256 | $88.38 | +1.77% | $83.03 | $144.24 |
| TOL · Toll Brothers Inc. | 12.69 | Add 0.75% | 5,645,309 | $136.47 | $770,415,319 | $137.89 | +1.04% | $100.92 | $168.36 |
| 745867101 · Pulte Group Inc. | 10.65 | Reduce 0.67% | 5,497,109 | $117.61 | $646,514,989 | — | — | — | — |
| DHI · D R Horton Inc. | 7.84 | Reduce 0.49% | 3,466,920 | $137.22 | $475,730,762 | $147.63 | +7.59% | $114.17 | $184.55 |
| OSK · Oshkosh Corp. | 6.14 | Add 0.39% | 2,531,005 | $147.21 | $372,589,246 | $137.97 | -6.28% | $96.03 | $180.49 |
| ARW · Arrow Electrs Inc. | 4.48 | Reduce 0.22% | 1,895,860 | $143.41 | $271,885,283 | $194.95 | +35.94% | $101.79 | $199.47 |
| AVT · Avnet Inc. | 3.98 | Reduce 0.21% | 3,920,512 | $61.62 | $241,581,949 | $82.09 | +33.22% | $44.25 | $84.75 |
| BAX · Baxter Intl Inc. | 3.96 | Add 33.80% | 14,307,688 | $16.80 | $240,369,158 | $17.99 | +7.08% | $15.73 | $32.68 |
| 806857108 · Schlumberger Ltd. | 3.95 | Add 0.08% | 4,664,577 | $51.39 | $239,712,612 | — | — | — | — |
| ICLR · Icon Plc | 3.65 | Add 11412.08% | 2,002,411 | $110.66 | $221,586,801 | $124.49 | +12.50% | $66.57 | $211.00 |
| LEA · Lear Corp. | 3.38 | Reduce 4.43% | 1,697,369 | $121.08 | $205,517,439 | $139.69 | +15.37% | $86.14 | $142.84 |
| AVTR · Avantor Inc. | 2.92 | Add 10.21% | 22,593,838 | $7.84 | $177,135,690 | $8.31 | +5.99% | $7.26 | $15.93 |
| NOV · Nov Inc. | 1.78 | Add 0.11% | 5,751,338 | $18.81 | $108,182,668 | $19.25 | +2.34% | $11.65 | $20.93 |
| 922040845 · Vanguard Instl Index Fd | 1.49 | Add 54.83% | 1,196,425 | $75.65 | $90,509,551 | — | — | — | — |
| MTH · Meritage Homes Corp. | 1.48 | Reduce 0.72% | 1,454,849 | $61.84 | $89,967,862 | $65.16 | +5.37% | $58.03 | $84.74 |
| LEN · Lennar Corp. | 0.50 | 364,059 | $84.12 | $30,624,643 | $88.38 | +5.06% | $83.03 | $144.24 | |
| TMHC · Taylor Morrison Home Corp. | 0.26 | Add 469.70% | 270,608 | $58.24 | $15,760,210 | $60.00 | +3.02% | $54.58 | $72.50 |
| DNOW · Dnow Inc. | 0.16 | New | 824,487 | $11.91 | $9,819,640 | $13.07 | +9.74% | $10.94 | $17.26 |
| CRH · Crh Plc | 0.03 | Reduce 12.50% | 17,500 | $105.12 | $1,839,600 | $113.76 | +8.22% | $86.83 | $131.55 |
| A · Agilent Technologies Inc. | 0.02 | 10,700 | $113.98 | $1,219,586 | $115.62 | +1.44% | $107.07 | $160.27 | |
| JPM · Jpmorgan Chase & Co. | 0.02 | 4,000 | $294.16 | $1,176,640 | $302.10 | +2.70% | $256.00 | $337.25 | |
| 808513105 · Schwab Charles Corp. | 0.02 | 12,500 | $93.98 | $1,174,750 | — | — | — | — | |
| TEX · Terex Corp. New | 0.01 | Reduce 43.76% | 10,922 | $59.10 | $645,490 | $63.60 | +7.61% | $41.70 | $71.50 |
| 907818108 · Union Pac Corp. | 0.01 | 2,032 | $242.62 | $493,004 | — | — | — | — | |
| G · Genpact Limited | 0.01 | 10,000 | $37.25 | $372,500 | $32.56 | -12.59% | $31.47 | $48.64 | |
| STLA · Stellantis N.V | 0.00 | Add 2.78% | 37,000 | $7.09 | $262,330 | $7.74 | +9.17% | $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