Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 04, 2022. 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 2022, the filing reported:
New Buys - Stanley Black & Decker, Inc.
Increases - Citigroup, Inc., General Motors Company, Goldman Sachs Group, Inc. (The), International Paper Company, JP Morgan Chase & Co., and 3 more
Reductions - Berkshire Hathaway Inc. New, D.R. Horton, Inc., Lear Corporation, Charles Schwab Corporation (The, Whirlpool Corporation
Complete Exits - Revvity, Inc.
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 2022
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,500
|
|
Q1 2022
|
C
Citigroup, Inc.
|
Buy |
+844,900
|
|
Q1 2022
|
DHI
D.R. Horton, Inc.
|
Sell |
-7,900
|
|
Q1 2022
|
GM
General Motors Company
|
Buy |
+1,257,335
|
|
Q1 2022
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+76,735
|
|
Q1 2022
|
IP
International Paper Company
|
Buy |
+3,307,625
|
|
Q1 2022
|
JPM
JP Morgan Chase & Co.
|
Buy |
+642,011
|
|
Q1 2022
|
LEA
Lear Corporation
|
Sell |
-500
|
|
Q1 2022
|
LEN
Lennar Corporation
|
Buy |
+274,308
|
|
Q1 2022
|
LEN-B
Lennar Corporation
|
Buy |
+43,920
|
|
Q1 2022
|
RVTY
Revvity, Inc.
|
Sell - Position Exit |
-1,000
|
|
Q1 2022
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-2,500
|
|
Q1 2022
|
SWK
Stanley Black & Decker, Inc.
|
Buy - Position Entry |
+184,823
|
|
Q1 2022
|
TOL
Toll Brothers, Inc.
|
Buy |
+19,407
|
|
Q1 2022
|
WHR
Whirlpool Corporation
|
Sell |
-916
|