Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2026)

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, 2026. 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 2026, the filing reported:

New Buys - Accenture plc, Becton, Dickinson and Company, EPAM Systems, Inc., IQVIA Holdings, Inc.

Increases - Avantor, Inc., D.R. Horton, Inc., DNOW Inc., General Motors Company, ICON, and 2 more

Reductions - Arrow Electronics, Inc., Avnet, Inc., Baxter International Inc., JP Morgan Chase & Co., Lear Corporation, and 5 more

Complete Exits - Stellantis, Terex Corporation, Taylor Morrison Home Corporatio

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 2026	ACN Accenture plc	Accenture plc	Buy - Position Entry	+3,384,681	-	$421.19M	3,384,681
Q2 2026	ARW Arrow Electronics, Inc.	Arrow Electronics, Inc.	Sell	-131,707	-6.9%	$376.49M	1,764,153
Q2 2026	AVT Avnet, Inc.	Avnet, Inc.	Sell	-147,651	-3.8%	$335.11M	3,772,861
Q2 2026	AVTR Avantor, Inc.	Avantor, Inc.	Buy	+2,043,472	+9.0%	$243.91M	24,637,310
Q2 2026	BAX Baxter International Inc.	Baxter International Inc.	Sell	-22,460	-0.2%	$304.56M	14,285,228
Q2 2026	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy - Position Entry	+5,681,708	-	$859.81M	5,681,708
Q2 2026	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy	+38,880	+1.1%	$571.02M	3,505,800
Q2 2026	DNOW DNOW Inc.	DNOW Inc.	Buy	+3,519,130	+426.8%	$56.34M	4,343,617
Q2 2026	EPAM EPAM Systems, Inc.	EPAM Systems, Inc.	Buy - Position Entry	+587,300	-	$46.60M	587,300
Q2 2026	GM General Motors Company	General Motors Company	Buy	+347,371	+2.8%	$992.29M	12,873,506
Q2 2026	ICLR ICON	ICON	Buy	+1,098,204	+54.8%	$538.61M	3,100,615
Q2 2026	IQV IQVIA Holdings, Inc.	IQVIA Holdings, Inc.	Buy - Position Entry	+768,045	-	$148.40M	768,045
Q2 2026	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-1,500	-37.5%	$818.33K	2,500
Q2 2026	LEA Lear Corporation	Lear Corporation	Sell	-241,436	-14.2%	$195.18M	1,455,933
Q2 2026	LEN Lennar Corporation	Lennar Corporation	Buy	+684,148	+6.4%	$1.02B	11,316,279
Q2 2026	MTH Meritage Homes Corporation	Meritage Homes Corporation	Sell	-157,355	-10.8%	$108.79M	1,297,494
Q2 2026	NOV NOV Inc.	NOV Inc.	Sell	-131,319	-2.3%	$104.25M	5,620,019
Q2 2026	OSK Oshkosh Corporation (Holding Co	Oshkosh Corporation (Holding Co	Buy	+27,675	+1.1%	$392.71M	2,558,680
Q2 2026	PHM PulteGroup, Inc.	PulteGroup, Inc.	Sell	-41,160	-0.7%	$748.61M	5,455,949
Q2 2026	SLB Schlumberger N.V.	Schlumberger N.V.	Sell	-862,233	-18.5%	$176.77M	3,802,344
Q2 2026	STLA Stellantis	Stellantis	Sell - Position Exit	-37,000	-100.0%	$0.00	-
Q2 2026	TEX Terex Corporation	Terex Corporation	Sell - Position Exit	-10,922	-100.0%	$0.00	-
Q2 2026	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Sell - Position Exit	-270,608	-100.0%	$0.00	-
Q2 2026	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Sell	-15,200	-0.3%	$927.56M	5,630,109