Edgar Wachenheim — Recent Buys
Greenhaven Associates · New and increased positions in the Q2 '26 13F filing.
Filed July 28, 2026 · Last updated
Edgar Wachenheim opened 4 new positions and increased 7 existing holdings in the Q2 '26 filing — a combined buy footprint of $5.29B. Largest new position: Becton Dickinson & Co (BDX) at $859.8M.
New positions (4)
Increased positions (7)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| LEN | Lennar Corporation - A (LEN) | 11316279 | $1.02B | 11.82% | +6.4% |
| GM | General Motors Co (GM) | 12873506 | $992.3M | 11.46% | +2.8% |
| DHI | D R Horton, Inc. (DHI) | 3505800 | $571.0M | 6.59% | +1.1% |
| ICLR | Icon Plc (ICLR) | 3100615 | $538.6M | 6.22% | +54.8% |
| OSK | Oshkosh Corp (OSK) | 2558680 | $392.7M | 4.53% | +1.1% |
| AVTR | Avantor Inc (AVTR) | 24637310 | $243.9M | 2.82% | +9.0% |
| VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 662000 | $50.1M | 0.58% | +-44.7% |