Edgar Wachenheim — Recent Sells
Greenhaven Associates · Sold and reduced positions in the Q2 '26 13F filing.
Filed July 28, 2026 · Last updated
Edgar Wachenheim fully exited 3 positions and reduced 11 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $94.2M. Largest exit: Taylor Morrison Home Corp (TMHC) (was $15.8M).
Fully exited (3)
Reduced positions (11)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| TOL | Toll Brothers, Inc. (TOL) | 5630109 | $927.6M | 10.71% | -0.3% |
| PHM | PulteGroup Inc. (PHM) | 5455949 | $748.6M | 8.64% | -0.7% |
| ARW | Arrow Electronics Inc (ARW) | 1764153 | $376.5M | 4.35% | -6.9% |
| AVT | Avnet Inc (AVT) | 3772861 | $335.1M | 3.87% | -3.8% |
| BAX | Baxter International Inc (BAX) | 14285228 | $304.6M | 3.52% | -0.2% |
| LEA | Lear Corporation (LEA) | 1455933 | $195.2M | 2.25% | -14.2% |
| SLB | SLB Ltd (SLB) | 3802344 | $176.8M | 2.04% | -18.5% |
| MTH | Meritage Homes Corp (MTH) | 1297494 | $108.8M | 1.26% | -10.8% |
| NOV | Nov Inc (NOV) | 5620019 | $104.3M | 1.20% | -2.3% |
| DNOW | Dnow Inc (DNOW) | 4343617 | $56.3M | 0.65% | 426.8% |
| JPM | J P Morgan Chase (JPM) | 2500 | $818K | 0.01% | -37.5% |