Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Jul 08, 2025, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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
|