Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2017)
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, 2017. 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 2017, the filing reported:
New Buys - Adient
Increases - Citigroup, Inc., D.R. Horton, Inc., Goldman Sachs Group, Inc. (The), Lennar Corporation, PulteGroup, Inc., and 2 more
Reductions - AECOM, Boeing Company (The), Airbus SE, FedEx Corporation, JP Morgan Chase & Co., and 3 more
Complete Exits - Owens Corning Inc, Sterling Infrastructure, 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 |
|---|---|---|---|
|
Q2 2017
|
ACM
AECOM
|
Sell |
-58,000
|
|
Q2 2017
|
ADNT
Adient
|
Buy - Position Entry |
+1,614,881
|
|
Q2 2017
|
BA
Boeing Company (The)
|
Sell |
-25,445
|
|
Q2 2017
|
C
Citigroup, Inc.
|
Buy |
+109,475
|
|
Q2 2017
|
DHI
D.R. Horton, Inc.
|
Buy |
+532,534
|
|
Q2 2017
|
EADSY
Airbus SE
|
Sell |
-20,480
|
|
Q2 2017
|
FDX
FedEx Corporation
|
Sell |
-23,040
|
|
Q2 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+91,200
|
|
Q2 2017
|
JPM
JP Morgan Chase & Co.
|
Sell |
-289,386
|
|
Q2 2017
|
LEN
Lennar Corporation
|
Buy |
+46,200
|
|
Q2 2017
|
LOW
Lowe's Companies, Inc.
|
Sell |
-100,130
|
|
Q2 2017
|
OC
Owens Corning Inc
|
Sell - Position Exit |
-2,395,861
|
|
Q2 2017
|
PHM
PulteGroup, Inc.
|
Buy |
+5,000
|
|
Q2 2017
|
STRL
Sterling Infrastructure, Inc.
|
Sell - Position Exit |
-84,623
|
|
Q2 2017
|
TMHC
Taylor Morrison Home Corporatio
|
Buy |
+1,168,700
|
|
Q2 2017
|
TOL
Toll Brothers, Inc.
|
Sell |
-13,338
|
|
Q2 2017
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-600
|
|
Q2 2017
|
WHR
Whirlpool Corporation
|
Buy |
+17,280
|