Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, 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 2020, the filing reported:
New Buys - American Express Company, Deere & Company, KB Home, Levi Strauss & Co, Mohawk Industries, Inc., and 3 more
Increases - D.R. Horton, Inc., Ford Motor Company, JP Morgan Chase & Co., Lennar Corporation, Lennar Corporation, and 3 more
Reductions - Adient, Citigroup, Inc., General Motors Company, Goldman Sachs Group, Inc. (The), 3M Company, and 3 more
Complete Exits - FedEx Corporation
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 2020
|
ADNT
Adient
|
Sell |
-74,100
|
|
Q1 2020
|
AXP
American Express Company
|
Buy - Position Entry |
+563,900
|
|
Q1 2020
|
C
Citigroup, Inc.
|
Sell |
-3,452,049
|
|
Q1 2020
|
DE
Deere & Company
|
Buy - Position Entry |
+1,011,572
|
|
Q1 2020
|
DHI
D.R. Horton, Inc.
|
Buy |
+77,031
|
|
Q1 2020
|
F
Ford Motor Company
|
Buy |
+54,600
|
|
Q1 2020
|
FDX
FedEx Corporation
|
Sell - Position Exit |
-35,200
|
|
Q1 2020
|
GM
General Motors Company
|
Sell |
-9,885,759
|
|
Q1 2020
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-382,719
|
|
Q1 2020
|
JPM
JP Morgan Chase & Co.
|
Buy |
+460,100
|
|
Q1 2020
|
KBH
KB Home
|
Buy - Position Entry |
+1,183,300
|
|
Q1 2020
|
LEN
Lennar Corporation
|
Buy |
+532,818
|
|
Q1 2020
|
LEN-B
Lennar Corporation
|
Buy |
+3,470
|
|
Q1 2020
|
LEVI
Levi Strauss & Co
|
Buy - Position Entry |
+796,160
|
|
Q1 2020
|
MHK
Mohawk Industries, Inc.
|
Buy - Position Entry |
+197,296
|
|
Q1 2020
|
MMM
3M Company
|
Sell |
-12,200
|
|
Q1 2020
|
MS
Morgan Stanley
|
Buy - Position Entry |
+2,915,100
|
|
Q1 2020
|
OC
Owens Corning Inc
|
Buy - Position Entry |
+192,900
|
|
Q1 2020
|
PHM
PulteGroup, Inc.
|
Buy |
+1,801,254
|
|
Q1 2020
|
PWR
Quanta Services, Inc.
|
Sell |
-903,607
|
|
Q1 2020
|
RL
Ralph Lauren Corporation
|
Buy - Position Entry |
+105,736
|
|
Q1 2020
|
TMHC
Taylor Morrison Home Corporatio
|
Sell |
-409,572
|
|
Q1 2020
|
TOL
Toll Brothers, Inc.
|
Buy |
+1,250,046
|
|
Q1 2020
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-1,205,342
|
|
Q1 2020
|
WHR
Whirlpool Corporation
|
Buy |
+2,400
|