What Edgar Wachenheim Bought in Q3 2025
Greenhaven Associates · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$6.58B
Total Value
27
Holdings
3
New Buys
17
Reduced
In Q3 2025, Edgar Wachenheim reported 27 long equity positions worth $6.58B in their Greenhaven Associates 13F filing, including 3 new positions (largest: Avantor Inc (AVTR) at $228.5M) and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GM | General Motors Co (GM) | 23064358 | $1.41B | 21.39% | -2.5% |
| 2 | LEN | Lennar Corporation - A (LEN) | 9653394 | $1.22B | 18.50% | +1.7% |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5580969 | $771.0M | 11.72% | -0.4% |
| 4 | PHM | PulteGroup Inc. (PHM) | 5569828 | $735.9M | 11.19% | -0.2% |
| 5 | DHI | D R Horton, Inc. (DHI) | 3637763 | $616.5M | 9.38% | -1.2% |
| 6 | OSK | Oshkosh Corp (OSK) | 2526606 | $327.7M | 4.98% | -1.1% |
| 7 | ARW | Arrow Electronics Inc (ARW) | 1898399 | $229.7M | 3.49% | -0.7% |
| 8 | AVTR | Avantor Inc (AVTR) | 18311570 | $228.5M | 3.48% | NEW |
| 9 | AVT | Avnet Inc (AVT) | 3928937 | $205.4M | 3.12% | -0.9% |
| 10 | LEA | Lear Corporation (LEA) | 1795824 | $180.7M | 2.75% | -2.5% |
| 11 | MRP | Millrose Properties (MRP) | 4601273 | $154.6M | 2.35% | -41.7% |
| 12 | BAX | Baxter International Inc (BAX) | 6288349 | $143.2M | 2.18% | NEW |
| 13 | MTH | Meritage Homes Corp (MTH) | 1452954 | $105.2M | 1.60% | -2.6% |
| 14 | NOV | NOV INC (NOV) | 5747682 | $76.2M | 1.16% | +15.4% |
| 15 | TEX | Terex Corp (TEX) | 1477733 | $75.8M | 1.15% | -1.5% |
| 16 | LEN | Lennar Corporation - B SHS (LEN/B) | 364059 | $43.7M | 0.66% | — |
| 17 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 500000 | $37.8M | 0.57% | NEW |
| 18 | C | Citigroup Inc (C) | 83273 | $8.5M | 0.13% | +-99.5% |
| 19 | ICLR | Icon PLC (ICLR) | 17409 | $3.0M | 0.05% | -1.3% |
| 20 | CRH | CRH PLC (CRH) | 25000 | $3.0M | 0.05% | -7.2% |
| 21 | SCHW | Charles Schwab Corporation (SCHW) | 15000 | $1.4M | 0.02% | -25.0% |
| 22 | A | Agilent Technologies, Inc. (A) | 10700 | $1.4M | 0.02% | — |
| 23 | JPM | J P Morgan Chase (JPM) | 4000 | $1.3M | 0.02% | -20.0% |
| 24 | GS | Goldman Sachs (GS) | 1000 | $796K | 0.01% | -60.0% |
| 25 | UNP | Union Pacific Corp (UNP) | 2032 | $480K | 0.01% | — |
| 26 | G | Genpact LTD (G) | 10000 | $419K | 0.01% | -9.2% |
| 27 | STLA | Stellantis NV (STLA) | 36000 | $336K | 0.01% | — |