Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 2017)
According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2017. 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 Q3 2017, the filing reported:
New Buys - None reported
Increases - Adient, Citigroup, Inc., D.R. Horton, Inc., Lennar Corporation, Taylor Morrison Home Corporatio, and 2 more
Reductions - AECOM, Boeing Company (The), Airbus SE, FedEx Corporation, Goldman Sachs Group, Inc. (The), and 4 more
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 |
|---|---|---|---|
|
Q3 2017
|
ACM
AECOM
|
Sell |
-6,068
|
|
Q3 2017
|
ADNT
Adient
|
Buy |
+254,434
|
|
Q3 2017
|
BA
Boeing Company (The)
|
Sell |
-2,010,956
|
|
Q3 2017
|
C
Citigroup, Inc.
|
Buy |
+11,117
|
|
Q3 2017
|
DHI
D.R. Horton, Inc.
|
Buy |
+42,642
|
|
Q3 2017
|
EADSY
Airbus SE
|
Sell |
-130,964
|
|
Q3 2017
|
FDX
FedEx Corporation
|
Sell |
-34,077
|
|
Q3 2017
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-87,592
|
|
Q3 2017
|
JPM
JP Morgan Chase & Co.
|
Sell |
-127,364
|
|
Q3 2017
|
LEN
Lennar Corporation
|
Buy |
+4,607
|
|
Q3 2017
|
LOW
Lowe's Companies, Inc.
|
Sell |
-69,070
|
|
Q3 2017
|
PHM
PulteGroup, Inc.
|
Sell |
-20,717
|
|
Q3 2017
|
TMHC
Taylor Morrison Home Corporatio
|
Buy |
+1,229,844
|
|
Q3 2017
|
TOL
Toll Brothers, Inc.
|
Buy |
+45,886
|
|
Q3 2017
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-14,338
|
|
Q3 2017
|
WHR
Whirlpool Corporation
|
Buy |
+22,525
|