Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2020)
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, 2020. 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
|