Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2018)
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, 2018. 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 2018, the filing reported:
New Buys - General Motors, Quanta Services, Inc.
Reductions - D.R. Horton, Inc., Airbus SE, FedEx Corporation, Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., and 1 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 2018
|
ACM
AECOM
|
Buy |
+43,228
|
|
Q1 2018
|
ADNT
Adient
|
Buy |
+19,033
|
|
Q1 2018
|
C
Citigroup, Inc.
|
Buy |
+434,980
|
|
Q1 2018
|
DHI
D.R. Horton, Inc.
|
Sell |
-25,153
|
|
Q1 2018
|
EADSY
Airbus SE
|
Sell |
-7,642,700
|
|
Q1 2018
|
F
Ford Motor Company
|
Buy |
+1,462,455
|
|
Q1 2018
|
FDX
FedEx Corporation
|
Sell |
-67,386
|
|
Q1 2018
|
GM
General Motors
|
Buy - Position Entry |
+4,086,500
|
|
Q1 2018
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-114,693
|
|
Q1 2018
|
JPM
JP Morgan Chase & Co.
|
Sell |
-188,172
|
|
Q1 2018
|
LEN
Lennar Corporation
|
Buy |
+3,243,016
|
|
Q1 2018
|
LEN-B
Lennar Corporation
|
Buy |
+101,247
|
|
Q1 2018
|
PHM
PulteGroup, Inc.
|
Buy |
+773,494
|
|
Q1 2018
|
PWR
Quanta Services, Inc.
|
Buy - Position Entry |
+1,260,700
|
|
Q1 2018
|
TMHC
Taylor Morrison Home Corporatio
|
Buy |
+206,150
|
|
Q1 2018
|
TOL
Toll Brothers, Inc.
|
Buy |
+105,704
|
|
Q1 2018
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-7,669
|
|
Q1 2018
|
WHR
Whirlpool Corporation
|
Buy |
+21,477
|