Edgar Wachenheim III - Greenhaven Associates Portfolio Stock Holdings
Greenhaven Associates disclosed 27 stock positions valued at approximately $6.1 billion in its latest SEC 13F filing. The largest holdings include General Motors Co (GM), Lennar Corporation - A (LEN), and Toll Brothers, Inc. (TOL). The filing reflects positions held as of March 31, 2026 and was filed on April 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 27
- Portfolio Value
- $6.1B
Holdings by Sector
Greenhaven Associates Portfolio Holdings in Q1 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| General Motors Co (GM) | GM | Other | 15.37% | 12,526,135 | -2,652,822 | -17.48% | $933,197,058 |
| Lennar Corporation - A (LEN) | LEN | Consumer Cyclical | 15.21% | 10,632,131 | +537,984 | +5.33% | $923,294,256 |
| Toll Brothers, Inc. (TOL) | TOL | Consumer Cyclical | 12.69% | 5,645,309 | +42,122 | +0.75% | $770,415,319 |
| PulteGroup Inc. (PHM) | PHM | Consumer Cyclical | 10.65% | 5,497,109 | -37,319 | -0.67% | $646,514,989 |
| D R Horton, Inc. (DHI) | DHI | Consumer Cyclical | 7.84% | 3,466,920 | -17,226 | -0.49% | $475,730,762 |
| Oshkosh Corp (OSK) | OSK | Industrials | 6.14% | 2,531,005 | +9,709 | +0.39% | $372,589,246 |
| Arrow Electronics Inc (ARW) | ARW | Technology | 4.48% | 1,895,860 | -4,111 | -0.22% | $271,885,283 |
| Avnet Inc (AVT) | AVT | Technology | 3.98% | 3,920,512 | -8,354 | -0.21% | $241,581,949 |
| Baxter International Inc (BAX) | BAX | Healthcare | 3.96% | 14,307,688 | +3,614,465 | +33.80% | $240,369,158 |
| SLB LTD (SLB) | SLB | Energy | 3.95% | 4,664,577 | +3,750 | +0.08% | $239,712,612 |
| Icon PLC (ICLR) | ICLR | Other | 3.65% | 2,002,411 | +1,985,017 | +11412.08% | $221,586,801 |
| Lear Corporation (LEA) | LEA | Consumer Cyclical | 3.38% | 1,697,369 | -78,669 | -4.43% | $205,517,439 |
| Avantor Inc (AVTR) | AVTR | Healthcare | 2.92% | 22,593,838 | +2,093,185 | +10.21% | $177,135,690 |
| NOV INC (NOV) | NOV | Energy | 1.78% | 5,751,338 | +6,200 | +0.11% | $108,182,668 |
| Meritage Homes Corp (MTH) | MTH | Consumer Cyclical | 1.48% | 1,454,849 | -10,491 | -0.72% | $89,967,862 |
| Lennar Corporation - B SHS (LEN/B) | LEN-B | Consumer Cyclical | 0.50% | 364,059 | - | - | $30,624,643 |
| Taylor Morrison Home Corp (TMHC) | TMHC | Consumer Cyclical | 0.26% | 270,608 | +223,108 | +469.70% | $15,760,210 |
| DNOW INC (DNOW) | DNOW | Industrials | 0.16% | 824,487 | +824,487 | +100.00% | $9,819,640 |
| CRH PLC (CRH) | CRH | Other | 0.03% | 17,500 | -2,500 | -12.50% | $1,839,600 |
| Agilent Technologies, Inc. (A) | A | Healthcare | 0.02% | 10,700 | - | - | $1,219,586 |
| J P Morgan Chase (JPM) | JPM | Financial Services | 0.02% | 4,000 | - | - | $1,176,640 |
| Charles Schwab Corporation (SCHW) | SCHW | Financial Services | 0.02% | 12,500 | - | - | $1,174,750 |
| Terex Corp (TEX) | TEX | Industrials | 0.01% | 10,922 | -8,500 | -43.76% | $645,490 |
| Union Pacific Corp (UNP) | UNP | Industrials | 0.01% | 2,032 | - | - | $493,004 |
| Genpact LTD (G) | G | Other | 0.01% | 10,000 | - | - | $372,500 |
| Stellantis NV (STLA) | STLA | Other | 0.00% | 37,000 | +1,000 | +2.78% | $262,330 |