Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2019)
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, 2019. 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 2019, the filing reported:
Complete Exits - AECOM
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 2019
|
ACM
AECOM
|
Sell - Position Exit |
-1,613,689
|
|
Q2 2019
|
ADNT
Adient
|
Sell |
-2,524
|
|
Q2 2019
|
C
Citigroup, Inc.
|
Sell |
-66,637
|
|
Q2 2019
|
DHI
D.R. Horton, Inc.
|
Sell |
-44,142
|
|
Q2 2019
|
DXC
DXC Technology Company
|
Buy - Position Entry |
+62,500
|
|
Q2 2019
|
EADSY
Airbus SE
|
Sell |
-4,007,928
|
|
Q2 2019
|
F
Ford Motor Company
|
Buy |
+9,302
|
|
Q2 2019
|
FDX
FedEx Corporation
|
Sell |
-22,234
|
|
Q2 2019
|
GM
General Motors
|
Sell |
-89,542
|
|
Q2 2019
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+34,494
|
|
Q2 2019
|
JPM
JP Morgan Chase & Co.
|
Sell |
-67,497
|
|
Q2 2019
|
KKR
KKR & Co. Inc.
|
Buy - Position Entry |
+1,452,230
|
|
Q2 2019
|
LEN
Lennar Corporation
|
Sell |
-36,570
|
|
Q2 2019
|
LEN-B
Lennar Corporation
|
Sell |
-1,249
|
|
Q2 2019
|
MTH
Meritage Homes Corporation
|
Buy |
+892
|
|
Q2 2019
|
PHM
PulteGroup, Inc.
|
Sell |
-1,305,686
|
|
Q2 2019
|
PWR
Quanta Services, Inc.
|
Sell |
-14,484
|
|
Q2 2019
|
RSP
Invesco S&P 500 Equal Weight ET
|
Buy - Position Entry |
+77,500
|
|
Q2 2019
|
TMHC
Taylor Morrison Home Corporatio
|
Sell |
-22,539
|
|
Q2 2019
|
TOL
Toll Brothers, Inc.
|
Sell |
-14,099
|
|
Q2 2019
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-43,448
|
|
Q2 2019
|
WHR
Whirlpool Corporation
|
Sell |
-13,422
|