Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2020)

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, 2020. 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 2020, the filing reported:

New Buys - Autoliv, Inc., Berkshire Hathaway Inc. New, CF Industries Holdings, Inc., FedEx Corporation, Lear Corporation, and 2 more

Increases - Deere & Company, General Motors Company, Goldman Sachs Group, Inc. (The), KB Home, Mohawk Industries, Inc., and 5 more

Reductions - Adient, Citigroup, Inc., D.R. Horton, Inc., Ford Motor Company, JP Morgan Chase & Co., and 6 more

Complete Exits - American Express Company, Levi Strauss & Co, Ralph Lauren Corporation

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 2020	ADNT Adient	Adient	Sell	-30,515	-1.8%	$27.69K	1,686,386
Q2 2020	ALV Autoliv, Inc.	Autoliv, Inc.	Buy - Position Entry	+74,400	-	$4.80K	74,400
Q2 2020	AXP American Express Company	American Express Company	Sell - Position Exit	-563,900	-100.0%	$0.00	-
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+482,902	-	$86.20K	482,902
Q2 2020	C Citigroup, Inc.	Citigroup, Inc.	Sell	-6,216,566	-73.5%	$114.79K	2,246,374
Q2 2020	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Buy - Position Entry	+3,456,491	-	$97.27K	3,456,491
Q2 2020	DE Deere & Company	Deere & Company	Buy	+1,075,338	+106.3%	$327.96K	2,086,910
Q2 2020	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-224,348	-2.7%	$441.74K	7,966,496
Q2 2020	F Ford Motor Company	Ford Motor Company	Sell	-7,940,837	-23.2%	$159.93K	26,304,489
Q2 2020	FDX FedEx Corporation	FedEx Corporation	Buy - Position Entry	+804,960	-	$112.87K	804,960
Q2 2020	GM General Motors Company	General Motors Company	Buy	+3,980,711	+39.4%	$356.12K	14,076,097
Q2 2020	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+39,533	+1.4%	$582.47K	2,947,430
Q2 2020	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-236,375	-50.8%	$21.51K	228,725
Q2 2020	KBH KB Home	KB Home	Buy	+626,100	+52.9%	$55.51K	1,809,400
Q2 2020	LEA Lear Corporation	Lear Corporation	Buy - Position Entry	+291,211	-	$31.75K	291,211
Q2 2020	LEN Lennar Corporation	Lennar Corporation	Sell	-170,896	-1.8%	$582.92K	9,459,894
Q2 2020	LEN-B Lennar Corporation	Lennar Corporation	Sell	-1,626	-0.3%	$26.50K	574,858
Q2 2020	LEVI Levi Strauss & Co	Levi Strauss & Co	Sell - Position Exit	-796,160	-100.0%	$0.00	-
Q2 2020	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+517,578	+262.3%	$72.75K	714,874
Q2 2020	MMM 3M Company	3M Company	Sell	-7,800	-60.9%	$780.00	5,000
Q2 2020	MS Morgan Stanley	Morgan Stanley	Buy	+6,579,774	+225.7%	$458.60K	9,494,874
Q2 2020	MTH Meritage Homes Corporation	Meritage Homes Corporation	Buy - Position Entry	+32,700	-	$2.49K	32,700
Q2 2020	OC Owens Corning Inc	Owens Corning Inc	Buy	+641,416	+332.5%	$46.52K	834,316
Q2 2020	PHM PulteGroup, Inc.	PulteGroup, Inc.	Buy	+1,911,503	+57.3%	$178.67K	5,250,246
Q2 2020	PWR Quanta Services, Inc.	Quanta Services, Inc.	Sell	-17,631	-2.1%	$32.68K	833,011
Q2 2020	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell - Position Exit	-105,736	-100.0%	$0.00	-
Q2 2020	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Buy - Position Entry	+3,663,668	-	$123.61K	3,663,668
Q2 2020	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Sell	-4,800	-10.9%	$756.00	39,183
Q2 2020	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Buy	+100,959	+2.0%	$165.28K	5,071,355
Q2 2020	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-1,700	-10.4%	$216.00	14,700

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