What Edgar Wachenheim Bought in Q4 2025
Greenhaven Associates · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$6.17B
Total Value
30
Holdings
4
New Buys
14
Reduced
In Q4 2025, Edgar Wachenheim reported 30 long equity positions worth $6.17B in their Greenhaven Associates 13F filing, including 4 new positions (largest: SLB LTD (SLB) at $178.9M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GM | General Motors Co (GM) | 15178957 | $1.23B | 20.01% | -34.2% |
| 2 | LEN | Lennar Corporation - A (LEN) | 10094147 | $1.04B | 16.82% | 4.6% |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 5603187 | $757.7M | 12.28% | +0.4% |
| 4 | PHM | PulteGroup Inc. (PHM) | 5534428 | $649.0M | 10.52% | -0.6% |
| 5 | DHI | D R Horton, Inc. (DHI) | 3484146 | $501.8M | 8.13% | -4.2% |
| 6 | OSK | Oshkosh Corp (OSK) | 2521296 | $316.8M | 5.13% | -0.2% |
| 7 | AVTR | Avantor Inc (AVTR) | 20500653 | $234.9M | 3.81% | +12.0% |
| 8 | ARW | Arrow Electronics Inc (ARW) | 1899971 | $209.3M | 3.39% | +0.1% |
| 9 | BAX | Baxter International Inc (BAX) | 10693223 | $204.3M | 3.31% | 70.0% |
| 10 | LEA | Lear Corporation (LEA) | 1776038 | $203.5M | 3.30% | -1.1% |
| 11 | AVT | Avnet Inc (AVT) | 3928866 | $188.9M | 3.06% | -0.0% |
| 12 | SLB | SLB LTD (SLB) | 4660827 | $178.9M | 2.90% | NEW |
| 13 | MRP | Millrose Properties (MRP) | 4596584 | $137.3M | 2.23% | -0.1% |
| 14 | MTH | Meritage Homes Corp (MTH) | 1465340 | $96.4M | 1.56% | +0.9% |
| 15 | NOV | NOV INC (NOV) | 5745138 | $89.8M | 1.46% | -0.0% |
| 16 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 772725 | $58.3M | 0.94% | +54.5% |
| 17 | LEN | Lennar Corporation - B SHS (LEN/B) | 364059 | $34.6M | 0.56% | — |
| 18 | TFX | Teleflex Inc (TFX) | 122079 | $14.9M | 0.24% | NEW |
| 19 | C | Citigroup Inc (C) | 33260 | $3.9M | 0.06% | -60.1% |
| 20 | ICLR | Icon PLC (ICLR) | 17394 | $3.2M | 0.05% | -0.1% |
| 21 | RHI | Robert Half Inc (RHI) | 104700 | $2.8M | 0.05% | NEW |
| 22 | TMHC | Taylor Morrison Home Corp (TMHC) | 47500 | $2.8M | 0.05% | NEW |
| 23 | CRH | CRH PLC (CRH) | 20000 | $2.5M | 0.04% | -20.0% |
| 24 | A | Agilent Technologies, Inc. (A) | 10700 | $1.5M | 0.02% | — |
| 25 | JPM | J P Morgan Chase (JPM) | 4000 | $1.3M | 0.02% | — |
| 26 | SCHW | Charles Schwab Corporation (SCHW) | 12500 | $1.2M | 0.02% | -16.7% |
| 27 | TEX | Terex Corp (TEX) | 19422 | $1.0M | 0.02% | +-98.7% |
| 28 | UNP | Union Pacific Corp (UNP) | 2032 | $470K | 0.01% | — |
| 29 | G | Genpact LTD (G) | 10000 | $468K | 0.01% | — |
| 30 | STLA | Stellantis NV (STLA) | 36000 | $392K | 0.01% | — |