Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on Apr 06, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 2026, the filing reported:

New Buys - DNOW Inc.

Increases - Avantor, Inc., Baxter International Inc., ICON, Lennar Corporation, NOV Inc., and 5 more

Reductions - Arrow Electronics, Inc., Avnet, Inc., CRH, D.R. Horton, Inc., General Motors Company, and 4 more

Complete Exits - Citigroup, Inc., Millrose Properties, Robert Half Inc., Teleflex Incorporated

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	ARW Arrow Electronics, Inc.	Arrow Electronics, Inc.	Sell	-4,111	-0.2%	$271.89M	1,895,860
Q1 2026	AVT Avnet, Inc.	Avnet, Inc.	Sell	-8,354	-0.2%	$241.58M	3,920,512
Q1 2026	AVTR Avantor, Inc.	Avantor, Inc.	Buy	+2,093,185	+10.2%	$177.14M	22,593,838
Q1 2026	BAX Baxter International Inc.	Baxter International Inc.	Buy	+3,614,465	+33.8%	$240.37M	14,307,688
Q1 2026	C Citigroup, Inc.	Citigroup, Inc.	Sell - Position Exit	-33,260	-100.0%	$0.00	-
Q1 2026	CRH CRH	CRH	Sell	-2,500	-12.5%	$1.84M	17,500
Q1 2026	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-17,226	-0.5%	$475.73M	3,466,920
Q1 2026	DNOW DNOW Inc.	DNOW Inc.	Buy - Position Entry	+824,487	-	$9.82M	824,487
Q1 2026	GM General Motors Company	General Motors Company	Sell	-2,652,822	-17.5%	$933.20M	12,526,135
Q1 2026	ICLR ICON	ICON	Buy	+1,985,017	+11412.1%	$221.59M	2,002,411
Q1 2026	LEA Lear Corporation	Lear Corporation	Sell	-78,669	-4.4%	$205.52M	1,697,369
Q1 2026	LEN Lennar Corporation	Lennar Corporation	Buy	+537,984	+5.3%	$923.29M	10,632,131
Q1 2026	MRP Millrose Properties	Millrose Properties	Sell - Position Exit	-4,596,584	-100.0%	$0.00	-
Q1 2026	MTH Meritage Homes Corporation	Meritage Homes Corporation	Sell	-10,491	-0.7%	$89.97M	1,454,849
Q1 2026	NOV NOV Inc.	NOV Inc.	Buy	+6,200	+0.1%	$108.18M	5,751,338
Q1 2026	OSK Oshkosh Corporation (Holding Co	Oshkosh Corporation (Holding Co	Buy	+9,709	+0.4%	$372.59M	2,531,005
Q1 2026	PHM PulteGroup, Inc.	PulteGroup, Inc.	Sell	-37,319	-0.7%	$646.51M	5,497,109
Q1 2026	RHI Robert Half Inc.	Robert Half Inc.	Sell - Position Exit	-104,700	-100.0%	$0.00	-
Q1 2026	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+3,750	+0.1%	$239.71M	4,664,577
Q1 2026	STLA Stellantis	Stellantis	Buy	+1,000	+2.8%	$262.33K	37,000
Q1 2026	TEX Terex Corporation	Terex Corporation	Sell	-8,500	-43.8%	$645.49K	10,922
Q1 2026	TFX Teleflex Incorporated	Teleflex Incorporated	Sell - Position Exit	-122,079	-100.0%	$0.00	-
Q1 2026	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Buy	+223,108	+469.7%	$15.76M	270,608
Q1 2026	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Buy	+42,122	+0.8%	$770.42M	5,645,309