What Edgar Wachenheim Bought in Q2 2026
Greenhaven Associates · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$8.66B
Total Value
28
Holdings
4
New Buys
11
Reduced
In Q2 2026, Edgar Wachenheim reported 28 long equity positions worth $8.66B in their Greenhaven Associates 13F filing, including 4 new positions (largest: Becton Dickinson & Co (BDX) at $859.8M) and 7 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LEN | Lennar Corporation - A (LEN) | 11316279 | $1.02B | 11.82% | +6.4% |
| 2 | GM | General Motors Co (GM) | 12873506 | $992.3M | 11.46% | +2.8% |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5630109 | $927.6M | 10.71% | -0.3% |
| 4 | BDX | Becton Dickinson & Co (BDX) | 5681708 | $859.8M | 9.93% | NEW |
| 5 | PHM | PulteGroup Inc. (PHM) | 5455949 | $748.6M | 8.64% | -0.7% |
| 6 | DHI | D R Horton, Inc. (DHI) | 3505800 | $571.0M | 6.59% | +1.1% |
| 7 | ICLR | Icon Plc (ICLR) | 3100615 | $538.6M | 6.22% | +54.8% |
| 8 | ACN | Accenture Plc (ACN) | 3384681 | $421.2M | 4.86% | NEW |
| 9 | OSK | Oshkosh Corp (OSK) | 2558680 | $392.7M | 4.53% | +1.1% |
| 10 | ARW | Arrow Electronics Inc (ARW) | 1764153 | $376.5M | 4.35% | -6.9% |
| 11 | AVT | Avnet Inc (AVT) | 3772861 | $335.1M | 3.87% | -3.8% |
| 12 | BAX | Baxter International Inc (BAX) | 14285228 | $304.6M | 3.52% | -0.2% |
| 13 | AVTR | Avantor Inc (AVTR) | 24637310 | $243.9M | 2.82% | +9.0% |
| 14 | LEA | Lear Corporation (LEA) | 1455933 | $195.2M | 2.25% | -14.2% |
| 15 | SLB | SLB Ltd (SLB) | 3802344 | $176.8M | 2.04% | -18.5% |
| 16 | IQV | Iqvia Hldgs Inc (IQV) | 768045 | $148.4M | 1.71% | NEW |
| 17 | MTH | Meritage Homes Corp (MTH) | 1297494 | $108.8M | 1.26% | -10.8% |
| 18 | NOV | Nov Inc (NOV) | 5620019 | $104.3M | 1.20% | -2.3% |
| 19 | DNOW | Dnow Inc (DNOW) | 4343617 | $56.3M | 0.65% | 426.8% |
| 20 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 662000 | $50.1M | 0.58% | +-44.7% |
| 21 | EPAM | Epam Sys Inc (EPAM) | 587300 | $46.6M | 0.54% | NEW |
| 22 | LEN | Lennar Corporation - B SHS (LEN/B) | 364059 | $32.3M | 0.37% | — |
| 23 | CRH | CRH Plc (CRH) | 17500 | $1.9M | 0.02% | — |
| 24 | A | Agilent Technologies, Inc. (A) | 10700 | $1.4M | 0.02% | — |
| 25 | SCHW | Charles Schwab Corporation (SCHW) | 12500 | $1.2M | 0.01% | — |
| 26 | JPM | J P Morgan Chase (JPM) | 2500 | $818K | 0.01% | -37.5% |
| 27 | UNP | Union Pacific Corp (UNP) | 2032 | $553K | 0.01% | — |
| 28 | G | Genpact LTD (G) | 10000 | $275K | 0.00% | — |