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

As of Jun 30, 2018, 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 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