Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 2019, 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 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
|