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

As of Sep 30, 2021, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 12, 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