What Edgar Wachenheim Bought in Q1 2026
Greenhaven Associates · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$6.07B
Total Value
27
Holdings
1
New Buys
11
Reduced
In Q1 2026, Edgar Wachenheim reported 27 long equity positions worth $6.07B in their Greenhaven Associates 13F filing, including 1 new positions (largest: DNOW INC (DNOW) at $9.8M) and 9 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GM | General Motors Co (GM) | 12526135 | $933.2M | 15.37% | -17.5% |
| 2 | LEN | Lennar Corporation - A (LEN) | 10632131 | $923.3M | 15.21% | +5.3% |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5645309 | $770.4M | 12.69% | +0.8% |
| 4 | PHM | PulteGroup Inc. (PHM) | 5497109 | $646.5M | 10.65% | -0.7% |
| 5 | DHI | D R Horton, Inc. (DHI) | 3466920 | $475.7M | 7.84% | -0.5% |
| 6 | OSK | Oshkosh Corp (OSK) | 2531005 | $372.6M | 6.14% | +0.4% |
| 7 | ARW | Arrow Electronics Inc (ARW) | 1895860 | $271.9M | 4.48% | -0.2% |
| 8 | AVT | Avnet Inc (AVT) | 3920512 | $241.6M | 3.98% | -0.2% |
| 9 | BAX | Baxter International Inc (BAX) | 14307688 | $240.4M | 3.96% | +33.8% |
| 10 | SLB | SLB LTD (SLB) | 4664577 | $239.7M | 3.95% | +0.1% |
| 11 | ICLR | Icon PLC (ICLR) | 2002411 | $221.6M | 3.65% | +11412.1% |
| 12 | LEA | Lear Corporation (LEA) | 1697369 | $205.5M | 3.38% | -4.4% |
| 13 | AVTR | Avantor Inc (AVTR) | 22593838 | $177.1M | 2.92% | +10.2% |
| 14 | NOV | NOV INC (NOV) | 5751338 | $108.2M | 1.78% | +0.1% |
| 15 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 1196425 | $90.5M | 1.49% | 54.8% |
| 16 | MTH | Meritage Homes Corp (MTH) | 1454849 | $90.0M | 1.48% | -0.7% |
| 17 | LEN | Lennar Corporation - B SHS (LEN/B) | 364059 | $30.6M | 0.50% | — |
| 18 | TMHC | Taylor Morrison Home Corp (TMHC) | 270608 | $15.8M | 0.26% | 469.7% |
| 19 | DNOW | DNOW INC (DNOW) | 824487 | $9.8M | 0.16% | NEW |
| 20 | CRH | CRH PLC (CRH) | 17500 | $1.8M | 0.03% | -12.5% |
| 21 | A | Agilent Technologies, Inc. (A) | 10700 | $1.2M | 0.02% | — |
| 22 | JPM | J P Morgan Chase (JPM) | 4000 | $1.2M | 0.02% | — |
| 23 | SCHW | Charles Schwab Corporation (SCHW) | 12500 | $1.2M | 0.02% | — |
| 24 | TEX | Terex Corp (TEX) | 10922 | $645K | 0.01% | -43.8% |
| 25 | UNP | Union Pacific Corp (UNP) | 2032 | $493K | 0.01% | — |
| 26 | G | Genpact LTD (G) | 10000 | $373K | 0.01% | — |
| 27 | STLA | Stellantis NV (STLA) | 37000 | $262K | 0.00% | +2.8% |