Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Meritage Homes Corporation

Increases - Citigroup, Inc., D.R. Horton, Inc., Ford Motor Company, General Motors Company, Lennar Corporation, and 4 more

Reductions - AECOM, Adient, Airbus SE, FedEx Corporation, Goldman Sachs Group, Inc. (The), and 5 more

Complete Exits - None reported

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
Q2 2018	ACM AECOM	AECOM	Sell	-10,060	-0.6%	$53.93K	1,632,689
Q2 2018	ADNT Adient	Adient	Sell	-15,200	-0.8%	$92.80K	1,886,648
Q2 2018	C Citigroup, Inc.	Citigroup, Inc.	Buy	+275,266	+2.3%	$824.85K	12,325,856
Q2 2018	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy	+557,592	+6.8%	$357.60K	8,721,921
Q2 2018	EADSY Airbus SE	Airbus SE	Sell	-3,208,480	-11.5%	$720.24K	24,754,644
Q2 2018	F Ford Motor Company	Ford Motor Company	Buy	+18,114,045	+124.0%	$362.24K	32,722,548
Q2 2018	FDX FedEx Corporation	FedEx Corporation	Sell	-114,123	-3.9%	$633.59K	2,790,392
Q2 2018	GM General Motors Company	General Motors Company	Buy	+16,106,387	+394.1%	$795.60K	20,192,887
Q2 2018	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-174,920	-4.9%	$751.84K	3,408,632
Q2 2018	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-1,333,320	-20.0%	$556.08K	5,336,700
Q2 2018	LEN Lennar Corporation	Lennar Corporation	Buy	+573,448	+6.6%	$486.37K	9,264,187
Q2 2018	LEN-B Lennar Corporation	Lennar Corporation	Sell	-3,187	-0.6%	$24.36K	570,540
Q2 2018	MMM 3M Company	3M Company	Buy	+2,453	+4.9%	$10.32K	52,453
Q2 2018	MTH Meritage Homes Corporation	Meritage Homes Corporation	Buy - Position Entry	+66,760	-	$2.93K	66,760
Q2 2018	PHM PulteGroup, Inc.	PulteGroup, Inc.	Buy	+464,700	+7.1%	$200.89K	6,987,595
Q2 2018	PWR Quanta Services, Inc.	Quanta Services, Inc.	Buy	+1,253,400	+99.4%	$83.97K	2,514,100
Q2 2018	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Sell	-61,200	-2.1%	$59.02K	2,840,438
Q2 2018	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Buy	+41,670	+1.0%	$151.25K	4,088,975
Q2 2018	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-88,300	-1.7%	$82.76K	5,058,699
Q2 2018	WHR Whirlpool Corporation	Whirlpool Corporation	Sell	-16,400	-0.6%	$421.24K	2,880,632