Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2016)
According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2016. 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
|