Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, 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 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
|