Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 01, 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
|