What Edgar Wachenheim Bought in Q1 2025
Greenhaven Associates · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$6.29B
Total Value
26
Holdings
0
New Buys
0
Reduced
In Q1 2025, Edgar Wachenheim reported 26 long equity positions worth $6.29B in their Greenhaven Associates 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc (C) | 16665843 | $1.18B | 18.80% | — |
| 2 | GM | General Motors Co (GM) | 23780060 | $1.12B | 17.77% | — |
| 3 | LEN | Lennar Corporation - A (LEN) | 9439955 | $1.08B | 17.22% | — |
| 4 | TOL | Toll Brothers, Inc. (TOL) | 5562582 | $587.4M | 9.33% | — |
| 5 | PHM | PulteGroup Inc. (PHM) | 5587328 | $574.4M | 9.13% | — |
| 6 | DHI | D R Horton, Inc. (DHI) | 3674763 | $467.2M | 7.42% | — |
| 7 | OSK | Oshkosh Corp (OSK) | 2553606 | $240.2M | 3.82% | — |
| 8 | MRP | Millrose Properties (MRP) | 7888017 | $209.1M | 3.32% | — |
| 9 | ARW | Arrow Electronics Inc (ARW) | 1913757 | $198.7M | 3.16% | — |
| 10 | AVT | Avnet Inc (AVT) | 3965237 | $190.7M | 3.03% | — |
| 11 | LEA | Lear Corporation (LEA) | 1843447 | $162.6M | 2.58% | — |
| 12 | MTH | Meritage Homes Corp (MTH) | 1434368 | $101.7M | 1.62% | — |
| 13 | NOV | NOV INC (NOV) | 4114157 | $62.6M | 0.99% | — |
| 14 | TEX | Terex Corp (TEX) | 1503133 | $56.8M | 0.90% | — |
| 15 | LEN | Lennar Corporation - B SHS (LEN/B) | 364059 | $39.7M | 0.63% | — |
| 16 | G | Genpact LTD (G) | 146678 | $7.4M | 0.12% | — |
| 17 | CRH | CRH PLC (CRH) | 26937 | $2.4M | 0.04% | — |
| 18 | SCHW | Charles Schwab Corporation (SCHW) | 20000 | $1.6M | 0.02% | — |
| 19 | GS | Goldman Sachs (GS) | 2500 | $1.4M | 0.02% | — |
| 20 | A | Agilent Technologies, Inc. (A) | 10700 | $1.3M | 0.02% | — |
| 21 | JPM | J P Morgan Chase (JPM) | 5000 | $1.2M | 0.02% | — |
| 22 | MS | Morgan Stanley (MS) | 10000 | $1.2M | 0.02% | — |
| 23 | BRK.B | Berkshire Hathaway Inc. Class B | 1001 | $533K | 0.01% | — |
| 24 | UNP | Union Pacific Corp (UNP) | 2032 | $480K | 0.01% | — |
| 25 | STLA | Stellantis NV (STLA) | 30000 | $336K | 0.01% | — |
| 26 | RHI | Robert Half Inc. (RHI) | 3800 | $207K | 0.00% | — |