Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Morgan Stanley

Increases - Citigroup, Inc., Ford Motor Company, Lennar Corporation

Reductions - Adient, D.R. Horton, Inc., FedEx Corporation, General Motors, Goldman Sachs Group, Inc. (The), and 9 more

Complete Exits - DXC Technology Company, Airbus SE, KKR & Co. Inc., Meritage Homes Corporation

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
Q3 2019	ADNT Adient	Adient	Sell	-3,660	-0.2%	$40.91K	1,781,564
Q3 2019	C Citigroup, Inc.	Citigroup, Inc.	Buy	+14,187	+0.1%	$836.11K	12,103,531
Q3 2019	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-150,170	-1.8%	$440.16K	8,350,534
Q3 2019	DXC DXC Technology Company	DXC Technology Company	Sell - Position Exit	-62,500	-100.0%	$0.00	-
Q3 2019	EADSY Airbus SE	Airbus SE	Sell - Position Exit	-5,262,976	-100.0%	$0.00	-
Q3 2019	F Ford Motor Company	Ford Motor Company	Buy	+2,212,370	+6.8%	$317.48K	34,659,420
Q3 2019	FDX FedEx Corporation	FedEx Corporation	Sell	-1,595,668	-58.5%	$164.79K	1,132,065
Q3 2019	GM General Motors	General Motors	Sell	-80,550	-0.4%	$755.62K	20,160,745
Q3 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-31,590	-0.9%	$693.56K	3,346,831
Q3 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-2,828,963	-57.7%	$244.10K	2,074,113
Q3 2019	KKR KKR & Co. Inc.	KKR & Co. Inc.	Sell - Position Exit	-1,452,230	-100.0%	$0.00	-
Q3 2019	LEN Lennar Corporation	Lennar Corporation	Buy	+26,384	+0.3%	$521.87K	9,344,099
Q3 2019	LEN-B Lennar Corporation	Lennar Corporation	Sell	-393	-0.1%	$25.43K	573,055
Q3 2019	MS Morgan Stanley	Morgan Stanley	Buy - Position Entry	+273,500	-	$11.67K	273,500
Q3 2019	MTH Meritage Homes Corporation	Meritage Homes Corporation	Sell - Position Exit	-96,717	-100.0%	$0.00	-
Q3 2019	PHM PulteGroup, Inc.	PulteGroup, Inc.	Sell	-1,870,015	-33.8%	$133.87K	3,662,694
Q3 2019	PWR Quanta Services, Inc.	Quanta Services, Inc.	Sell	-310,920	-11.2%	$93.03K	2,461,146
Q3 2019	RSP Invesco S&P 500 Equal Weight ET	Invesco S&P 500 Equal Weight ET	Sell	-20,000	-25.8%	$6.21K	57,500
Q3 2019	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Sell	-1,862,201	-68.2%	$22.53K	868,555
Q3 2019	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Sell	-582,949	-13.5%	$153.59K	3,741,427
Q3 2019	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-2,573,060	-53.6%	$33.44K	2,223,572
Q3 2019	WHR Whirlpool Corporation	Whirlpool Corporation	Sell	-2,190	-0.1%	$446.13K	2,817,170