Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - Taylor Morrison Home Corporatio
Increases - Citigroup, Inc., D.R. Horton, Inc., Airbus SE, PulteGroup, Inc., Toll Brothers, Inc., and 2 more
Reductions - AECOM, Boeing Company (The), FedEx Corporation, Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., and 3 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ACM
AECOM
|
Sell |
-23,900
|
|
Q1 2017
|
BA
Boeing Company (The)
|
Sell |
-10,001
|
|
Q1 2017
|
C
Citigroup, Inc.
|
Buy |
+30,965
|
|
Q1 2017
|
DHI
D.R. Horton, Inc.
|
Buy |
+239,814
|
|
Q1 2017
|
EADSY
Airbus SE
|
Buy |
+357,847
|
|
Q1 2017
|
FDX
FedEx Corporation
|
Sell |
-10,769
|
|
Q1 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-38,242
|
|
Q1 2017
|
JPM
JP Morgan Chase & Co.
|
Sell |
-228,712
|
|
Q1 2017
|
LEN
Lennar Corporation
|
Sell |
-19,691
|
|
Q1 2017
|
LOW
Lowe's Companies, Inc.
|
Sell |
-65,035
|
|
Q1 2017
|
OC
Owens Corning Inc
|
Sell |
-361,488
|
|
Q1 2017
|
PHM
PulteGroup, Inc.
|
Buy |
+32,000
|
|
Q1 2017
|
TMHC
Taylor Morrison Home Corporatio
|
Buy - Position Entry |
+127,700
|
|
Q1 2017
|
TOL
Toll Brothers, Inc.
|
Buy |
+142,603
|
|
Q1 2017
|
TPH
Tri Pointe Homes, Inc.
|
Buy |
+21,799
|
|
Q1 2017
|
WHR
Whirlpool Corporation
|
Buy |
+51,255
|