Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 01, 2022, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2022. 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 2022, the filing reported:
Increases - Citigroup, Inc., D.R. Horton, Inc., General Motors Company, Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., and 5 more
Reductions - International Paper Company, Whirlpool Corporation
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ALV
Autoliv, Inc.
|
Buy - Position Entry |
+53,330
|
|
Q2 2022
|
C
Citigroup, Inc.
|
Buy |
+1,191,580
|
|
Q2 2022
|
DHI
D.R. Horton, Inc.
|
Buy |
+3,074,147
|
|
Q2 2022
|
G87110105
TechnipFMC
|
Buy - Position Entry |
+18,600
|
|
Q2 2022
|
GM
General Motors Company
|
Buy |
+90,930
|
|
Q2 2022
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+114,111
|
|
Q2 2022
|
IP
International Paper Company
|
Sell |
-1,000
|
|
Q2 2022
|
JPM
JP Morgan Chase & Co.
|
Buy |
+3,886,845
|
|
Q2 2022
|
LEA
Lear Corporation
|
Buy |
+619,900
|
|
Q2 2022
|
LEN
Lennar Corporation
|
Buy |
+1,851,157
|
|
Q2 2022
|
LEN-B
Lennar Corporation
|
Buy |
+79,996
|
|
Q2 2022
|
MTH
Meritage Homes Corporation
|
Buy - Position Entry |
+734,559
|
|
Q2 2022
|
PHM
PulteGroup, Inc.
|
Buy - Position Entry |
+4,242,740
|
|
Q2 2022
|
SWK
Stanley Black & Decker, Inc.
|
Buy |
+1,136,179
|
|
Q2 2022
|
TOL
Toll Brothers, Inc.
|
Buy |
+145,700
|
|
Q2 2022
|
WHR
Whirlpool Corporation
|
Sell |
-100
|