Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2019)
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, 2019. 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 2019, the filing reported:
New Buys - None reported
Increases - FedEx Corporation, Lennar Corporation, Meritage Homes Corporation, Quanta Services, Inc.
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 2019
|
ACM
AECOM
|
Sell |
-31,000
|
|
Q1 2019
|
ADNT
Adient
|
Sell |
-4,900
|
|
Q1 2019
|
C
Citigroup, Inc.
|
Sell |
-75,270
|
|
Q1 2019
|
DHI
D.R. Horton, Inc.
|
Sell |
-73,375
|
|
Q1 2019
|
EADSY
Airbus SE
|
Sell |
-13,858,252
|
|
Q1 2019
|
F
Ford Motor Company
|
Sell |
-352,900
|
|
Q1 2019
|
FDX
FedEx Corporation
|
Buy |
+20,450
|
|
Q1 2019
|
GM
General Motors Company
|
Sell |
-60,700
|
|
Q1 2019
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-9,000
|
|
Q1 2019
|
JPM
JP Morgan Chase & Co.
|
Sell |
-82,311
|
|
Q1 2019
|
LEN
Lennar Corporation
|
Buy |
+2,794
|
|
Q1 2019
|
LEN-B
Lennar Corporation
|
Sell |
-292
|
|
Q1 2019
|
MMM
3M Company
|
Sell |
-25,000
|
|
Q1 2019
|
MTH
Meritage Homes Corporation
|
Buy |
+22,500
|
|
Q1 2019
|
PHM
PulteGroup, Inc.
|
Sell |
-58,500
|
|
Q1 2019
|
PWR
Quanta Services, Inc.
|
Buy |
+56,000
|
|
Q1 2019
|
TMHC
Taylor Morrison Home Corporatio
|
Sell |
-44,943
|
|
Q1 2019
|
TOL
Toll Brothers, Inc.
|
Sell |
-36,750
|
|
Q1 2019
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-80,219
|
|
Q1 2019
|
WHR
Whirlpool Corporation
|
Sell |
-1,100
|