Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 08, 2025. 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 2025, the filing reported:
New Buys - ICON
Increases - D.R. Horton, Inc., Lennar Corporation, Meritage Homes Corporation, NOV Inc., Oshkosh Corporation (Holding Co, and 2 more
Reductions - Arrow Electronics, Inc., Avnet, Inc., Citigroup, Inc., Genpact, General Motors, and 4 more
Complete Exits - Berkshire Hathaway Inc. New, Robert Half Inc.
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 2025
|
ARW
Arrow Electronics, Inc.
|
Sell |
-1,058
|
|
Q2 2025
|
AVT
Avnet, Inc.
|
Sell |
-2,300
|
|
Q2 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell - Position Exit |
-1,001
|
|
Q2 2025
|
C
Citigroup, Inc.
|
Sell |
-490,280
|
|
Q2 2025
|
DHI
D.R. Horton, Inc.
|
Buy |
+6,300
|
|
Q2 2025
|
G
Genpact
|
Sell |
-135,660
|
|
Q2 2025
|
GM
General Motors
|
Sell |
-125,702
|
|
Q2 2025
|
ICLR
ICON
|
Buy - Position Entry |
+17,633
|
|
Q2 2025
|
LEA
Lear Corporation
|
Sell |
-1,800
|
|
Q2 2025
|
LEN
Lennar Corporation
|
Buy |
+53,630
|
|
Q2 2025
|
MRP
Millrose Properties
|
Sell |
-501
|
|
Q2 2025
|
MTH
Meritage Homes Corporation
|
Buy |
+57,587
|
|
Q2 2025
|
NOV
NOV Inc.
|
Buy |
+868,359
|
|
Q2 2025
|
OSK
Oshkosh Corporation (Holding Co
|
Buy |
+800
|
|
Q2 2025
|
PHM
PulteGroup, Inc.
|
Sell |
-6,900
|
|
Q2 2025
|
RHI
Robert Half Inc.
|
Sell - Position Exit |
-3,800
|
|
Q2 2025
|
STLA
Stellantis
|
Buy |
+6,000
|
|
Q2 2025
|
TEX
Terex Corporation
|
Sell |
-3,200
|
|
Q2 2025
|
TOL
Toll Brothers, Inc.
|
Buy |
+39,334
|