Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2016)
As of Jun 30, 2016, 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 Q2 2016, the filing reported:
New Buys - AECOM
Increases - Boeing Company (The), Citigroup, Inc., Airbus SE, Goldman Sachs Group, Inc. (The), PulteGroup, Inc., and 2 more
Reductions - D.R. Horton, Inc., FedEx Corporation, JP Morgan Chase & Co., Lennar Corporation, Lowe's Companies, Inc., and 4 more
Complete Exits - Wells Fargo & Company
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 |
|---|---|---|---|
|
Q2 2016
|
ACM
AECOM
|
Buy - Position Entry |
+1,508,915
|
|
Q2 2016
|
BA
Boeing Company (The)
|
Buy |
+54,337
|
|
Q2 2016
|
C
Citigroup, Inc.
|
Buy |
+2,857,306
|
|
Q2 2016
|
DHI
D.R. Horton, Inc.
|
Sell |
-51,702
|
|
Q2 2016
|
EADSY
Airbus SE
|
Buy |
+2,012,575
|
|
Q2 2016
|
FDX
FedEx Corporation
|
Sell |
-143,321
|
|
Q2 2016
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+207,352
|
|
Q2 2016
|
JPM
JP Morgan Chase & Co.
|
Sell |
-869,784
|
|
Q2 2016
|
LEN
Lennar Corporation
|
Sell |
-9,810
|
|
Q2 2016
|
LOW
Lowe's Companies, Inc.
|
Sell |
-533,695
|
|
Q2 2016
|
MAS
Masco Corporation
|
Sell |
-741,402
|
|
Q2 2016
|
MMM
3M Company
|
Sell |
-278,326
|
|
Q2 2016
|
OC
Owens Corning Inc
|
Sell |
-115,830
|
|
Q2 2016
|
PHM
PulteGroup, Inc.
|
Buy |
+415,913
|
|
Q2 2016
|
TOL
Toll Brothers, Inc.
|
Buy |
+991,500
|
|
Q2 2016
|
TPH
Tri Pointe Homes, Inc.
|
Buy |
+34,500
|
|
Q2 2016
|
WFC
Wells Fargo & Company
|
Sell - Position Exit |
-1,166,104
|
|
Q2 2016
|
WHR
Whirlpool Corporation
|
Sell |
-5,033
|