Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 2018)
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, 2018. 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 2018, the filing reported:
New Buys - None reported
Increases - AECOM, Citigroup, Inc., D.R. Horton, Inc., Ford Motor Company, General Motors Company, and 5 more
Reductions - Adient, Airbus SE, FedEx Corporation, Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., and 5 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 2018
|
ACM
AECOM
|
Buy |
+3,400
|
|
Q3 2018
|
ADNT
Adient
|
Sell |
-3,100
|
|
Q3 2018
|
C
Citigroup, Inc.
|
Buy |
+23,965
|
|
Q3 2018
|
DHI
D.R. Horton, Inc.
|
Buy |
+7,400
|
|
Q3 2018
|
EADSY
Airbus SE
|
Sell |
-719,160
|
|
Q3 2018
|
F
Ford Motor Company
|
Buy |
+316,000
|
|
Q3 2018
|
FDX
FedEx Corporation
|
Sell |
-17,665
|
|
Q3 2018
|
GM
General Motors Company
|
Buy |
+71,250
|
|
Q3 2018
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-39,183
|
|
Q3 2018
|
JPM
JP Morgan Chase & Co.
|
Sell |
-124,316
|
|
Q3 2018
|
LEN
Lennar Corporation
|
Buy |
+20,272
|
|
Q3 2018
|
LEN-B
Lennar Corporation
|
Sell |
-351
|
|
Q3 2018
|
MMM
3M Company
|
Sell |
-2,453
|
|
Q3 2018
|
MTH
Meritage Homes Corporation
|
Buy |
+7,065
|
|
Q3 2018
|
PHM
PulteGroup, Inc.
|
Sell |
-1,700
|
|
Q3 2018
|
PWR
Quanta Services, Inc.
|
Buy |
+64,200
|
|
Q3 2018
|
TMHC
Taylor Morrison Home Corporatio
|
Buy |
+5,700
|
|
Q3 2018
|
TOL
Toll Brothers, Inc.
|
Buy |
+17,500
|
|
Q3 2018
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-10,700
|
|
Q3 2018
|
WHR
Whirlpool Corporation
|
Sell |
-1,700
|