What Edgar Wachenheim Bought in Q2 2025
Greenhaven Associates · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$6.72B
Total Value
25
Holdings
1
New Buys
9
Reduced
In Q2 2025, Edgar Wachenheim reported 25 long equity positions worth $6.72B in their Greenhaven Associates 13F filing, including 1 new positions (largest: Icon PLC (ICLR) at $2.6M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc (C) | 16175563 | $1.38B | 20.48% | -2.9% |
| 2 | GM | General Motors Co (GM) | 23654358 | $1.16B | 17.32% | -0.5% |
| 3 | LEN | Lennar Corporation - A (LEN) | 9493585 | $1.05B | 15.62% | +0.6% |
| 4 | TOL | Toll Brothers, Inc. (TOL) | 5601916 | $639.3M | 9.51% | +0.7% |
| 5 | PHM | PulteGroup Inc. (PHM) | 5580428 | $588.5M | 8.76% | -0.1% |
| 6 | DHI | D R Horton, Inc. (DHI) | 3681063 | $474.6M | 7.06% | +0.2% |
| 7 | OSK | Oshkosh Corp (OSK) | 2554406 | $290.0M | 4.31% | +0.0% |
| 8 | ARW | Arrow Electronics Inc (ARW) | 1912699 | $243.7M | 3.63% | -0.1% |
| 9 | MRP | Millrose Properties (MRP) | 7887516 | $224.9M | 3.35% | -0.0% |
| 10 | AVT | Avnet Inc (AVT) | 3962937 | $210.4M | 3.13% | -0.1% |
| 11 | LEA | Lear Corporation (LEA) | 1841647 | $174.9M | 2.60% | -0.1% |
| 12 | MTH | Meritage Homes Corp (MTH) | 1491955 | $99.9M | 1.49% | +4.0% |
| 13 | TEX | Terex Corp (TEX) | 1499933 | $70.0M | 1.04% | -0.2% |
| 14 | NOV | NOV INC (NOV) | 4982516 | $61.9M | 0.92% | +21.1% |
| 15 | LEN | Lennar Corporation - B SHS (LEN/B) | 364059 | $38.3M | 0.57% | — |
| 16 | ICLR | Icon PLC (ICLR) | 17633 | $2.6M | 0.04% | NEW |
| 17 | CRH | CRH PLC (CRH) | 26937 | $2.5M | 0.04% | — |
| 18 | SCHW | Charles Schwab Corporation (SCHW) | 20000 | $1.8M | 0.03% | — |
| 19 | GS | Goldman Sachs (GS) | 2500 | $1.8M | 0.03% | — |
| 20 | JPM | J P Morgan Chase (JPM) | 5000 | $1.4M | 0.02% | — |
| 21 | MS | Morgan Stanley (MS) | 10000 | $1.4M | 0.02% | — |
| 22 | A | Agilent Technologies, Inc. (A) | 10700 | $1.3M | 0.02% | — |
| 23 | G | Genpact LTD (G) | 11018 | $485K | 0.01% | -92.5% |
| 24 | UNP | Union Pacific Corp (UNP) | 2032 | $468K | 0.01% | — |
| 25 | STLA | Stellantis NV (STLA) | 36000 | $361K | 0.01% | +20.0% |