Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 06, 2026. 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
|