← All Managers

Edgar Wachenheim

Greenhaven Associates

Value investor

$8.66B

Portfolio Value

28

Holdings

Q2 '26

Period

2026-07-28

Filed

πŸ“‰

Simulated 13F Return

⚠️ Approximation

Total Return

+8.01%

Q1 '24 β†’ Q4 '25

Annualized

+4.5%/yr

S&P: +7.61%/yr

Alpha (vs S&P)

-5.71%

7 quarters tracked

1-Year Return

+8.02%

Ξ± -5.69%

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

πŸ“ˆ Recent Activity

Changes from previous quarter

LENINCREASED
11.8% of portfolio
+6% shares-3.4pp
GMINCREASED
11.5% of portfolio
+3% shares-3.9pp
TOLREDUCED
10.7% of portfolio
-0% shares-2.0pp
BDXNEW
9.9% of portfolio
New position
PHMREDUCED
8.6% of portfolio
-1% shares-2.0pp
DHIINCREASED
6.6% of portfolio
+1% shares-1.2pp
ICLRINCREASED
6.2% of portfolio
+55% shares+2.6pp
ACNNEW
4.9% of portfolio
New position
OSKINCREASED
4.5% of portfolio
+1% shares-1.6pp
ARWREDUCED
4.3% of portfolio
-7% shares-0.1pp
AVTREDUCED
3.9% of portfolio
-4% shares-0.1pp
BAXREDUCED
3.5% of portfolio
-0% shares-0.4pp
AVTRINCREASED
2.8% of portfolio
+9% shares-0.1pp
LEAREDUCED
2.3% of portfolio
-14% shares-1.1pp
SLBREDUCED
2.0% of portfolio
-18% shares-1.9pp
IQVNEW
1.7% of portfolio
New position
MTHREDUCED
1.3% of portfolio
-11% shares-0.2pp
NOVREDUCED
1.2% of portfolio
-2% shares-0.6pp
DNOWREDUCED
0.7% of portfolio
+427% shares+0.5pp
VBILINCREASED
0.6% of portfolio
-45% shares-0.9pp
EPAMNEW
0.5% of portfolio
New position
JPMREDUCED
<0.1% of portfolio
-38% shares
TMHCSOLD
was 0.3%
Sold out position
Filing price: $58.24
TEXSOLD
was <0.1%
Sold out position
Filing price: $59.10
STLASOLD
was <0.1%
Sold out position
Filing price: $7.09

Sold Out (3)

SOLDSTLAStellantis NV (STLA)was 0.00%@$7.09
SOLDTEXTerex Corp (TEX)was 0.01%@$59.10
SOLDTMHCTaylor Morrison Home Corp (TMHC)was 0.26%@$58.24

πŸ“Š Sector Breakdown

Portfolio allocation by sector

Unknown 97.9%Energy 2.0%Financials 0.0%

πŸ’Ό Holdings

πŸ”

28 of 28 positions Β· $8.66B

This quarter: 4 new positions, increased 7, reduced 11, sold 3. Net seller.

LENINCREASED
11.8%
11.8% of portfolio (was 15.2%, added)
Filed ~$90
β€”πŸ“„
GMINCREASED
11.5%
11.5% of portfolio (was 15.4%, added)
Filed ~$77
β€”πŸ“„
TOLREDUCED
10.7%
10.7% of portfolio (was 12.7%, trimmed)
Filed ~$165
β€”πŸ“„
BDXNEW
9.9%
9.9% of portfolio (new position)
Filed ~$151
β€”πŸ“„
PHMREDUCED
8.6%
8.6% of portfolio (was 10.6%, trimmed)
Filed ~$137
β€”πŸ“„
DHIINCREASED
6.6%
6.6% of portfolio (was 7.8%, added)
Filed ~$163
β€”πŸ“„
ICLRINCREASED
6.2%
6.2% of portfolio (was 3.6%, added)
Filed ~$174
β€”πŸ“„
ACNNEW
4.9%
4.9% of portfolio (new position)
Filed ~$124
β€”πŸ“„
OSKINCREASED
4.5%
4.5% of portfolio (was 6.1%, added)
Filed ~$153
β€”πŸ“„
ARWREDUCED
4.3%
4.3% of portfolio (was 4.5%, trimmed)
Filed ~$213
β€”πŸ“„
AVTREDUCED
3.9%
3.9% of portfolio (was 4.0%, trimmed)
Filed ~$89
β€”πŸ“„
BAXREDUCED
3.5%
3.5% of portfolio (was 4.0%, trimmed)
Filed ~$21
β€”πŸ“„
AVTRINCREASED
2.8%
2.8% of portfolio (was 2.9%, added)
Filed ~$10
β€”πŸ“„
LEAREDUCED
2.3%
2.3% of portfolio (was 3.4%, trimmed)
Filed ~$134
β€”πŸ“„
SLBREDUCED
2.0%
2.0% of portfolio (was 3.9%, trimmed)
Filed ~$46
β€”πŸ“„
IQVNEW
1.7%
1.7% of portfolio (new position)
Filed ~$193
β€”πŸ“„
MTHREDUCED
1.3%
1.3% of portfolio (was 1.5%, trimmed)
Filed ~$84
β€”πŸ“„
NOVREDUCED
1.2%
1.2% of portfolio (was 1.8%, trimmed)
Filed ~$19
β€”πŸ“„
DNOWREDUCED
0.7%
0.7% of portfolio (was 0.2%, trimmed)
Filed ~$13
β€”πŸ“„
VBILINCREASED
0.6%
0.6% of portfolio (was 1.5%, added)
Filed ~$76
β€”πŸ“„
EPAMNEW
0.5%
0.5% of portfolio (new position)
Filed ~$79
β€”πŸ“„
LEN
0.4%
0.4% of portfolio
Filed ~$89
β€”πŸ“„
CRH
<0.1%
<0.1% of portfolio
Filed ~$107
β€”πŸ“„
A
<0.1%
<0.1% of portfolio
Filed ~$133
β€”πŸ“„
SCHW
<0.1%
<0.1% of portfolio
Filed ~$92
β€”πŸ“„
1–25 of 28

🚫 Sold Out (3 positions)

SOLDSTLAStellantis NV (STLA)was 0.00%@$7.0937000 shares Β· $262K
SOLDTEXTerex Corp (TEX)was 0.01%@$59.1010922 shares Β· $645K
SOLDTMHCTaylor Morrison Home Corp (TMHC)was 0.26%@$58.24270608 shares Β· $15.8M