Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 2021)

According to the SEC 13F filed on Oct 12, 2021, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Toll Brothers, Inc., Whirlpool Corporation

Reductions - Berkshire Hathaway Inc. New, CF Industries Holdings, Inc., D.R. Horton, Inc., General Motors Company, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-23,490	-90.4%	$683.00	2,501
Q3 2021	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Sell	-18,500	-38.1%	$1.68K	30,000
Q3 2021	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-14,000	-1.8%	$63.98K	761,945
Q3 2021	GM General Motors Company	General Motors Company	Sell	-24,835	-0.2%	$547.81K	10,392,979
Q3 2021	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-628,263	-23.8%	$761.85K	2,015,314
Q3 2021	LEN Lennar Corporation	Lennar Corporation	Sell	-19,593	-0.3%	$656.03K	7,002,894
Q3 2021	LEN-B Lennar Corporation	Lennar Corporation	Sell	-1,267	-0.3%	$35.13K	452,834
Q3 2021	MS Morgan Stanley	Morgan Stanley	Sell	-9,200	-3.3%	$25.99K	267,090
Q3 2021	SCHW Charles Schwab Corporation (The	Charles Schwab Corporation (The	Sell	-102,240	-70.9%	$3.06K	41,987
Q3 2021	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Buy	+59,880	+1.2%	$287.71K	5,203,596
Q3 2021	WHR Whirlpool Corporation	Whirlpool Corporation	Buy	+30,815	+1.1%	$564.47K	2,768,920