Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Nov 04, 2025, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2025. 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 2025, the filing reported:
New Buys - Avantor, Inc., Baxter International Inc.
Increases - Lennar Corporation, NOV Inc.
Reductions - Arrow Electronics, Inc., Avnet, Inc., Citigroup, Inc., CRH, D.R. Horton, Inc., and 13 more
Complete Exits - Morgan Stanley
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 2025
|
ARW
Arrow Electronics, Inc.
|
Sell |
-14,300
|
|
Q3 2025
|
AVT
Avnet, Inc.
|
Sell |
-34,000
|
|
Q3 2025
|
AVTR
Avantor, Inc.
|
Buy - Position Entry |
+18,311,570
|
|
Q3 2025
|
BAX
Baxter International Inc.
|
Buy - Position Entry |
+6,288,349
|
|
Q3 2025
|
C
Citigroup, Inc.
|
Sell |
-16,092,290
|
|
Q3 2025
|
CRH
CRH
|
Sell |
-1,937
|
|
Q3 2025
|
DHI
D.R. Horton, Inc.
|
Sell |
-43,300
|
|
Q3 2025
|
G
Genpact
|
Sell |
-1,018
|
|
Q3 2025
|
GM
General Motors
|
Sell |
-590,000
|
|
Q3 2025
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-1,500
|
|
Q3 2025
|
ICLR
ICON
|
Sell |
-224
|
|
Q3 2025
|
JPM
JP Morgan Chase & Co.
|
Sell |
-1,000
|
|
Q3 2025
|
LEA
Lear Corporation
|
Sell |
-45,823
|
|
Q3 2025
|
LEN
Lennar Corporation
|
Buy |
+159,809
|
|
Q3 2025
|
MRP
Millrose Properties
|
Sell |
-3,286,243
|
|
Q3 2025
|
MS
Morgan Stanley
|
Sell - Position Exit |
-10,000
|
|
Q3 2025
|
MTH
Meritage Homes Corporation
|
Sell |
-39,001
|
|
Q3 2025
|
NOV
NOV Inc.
|
Buy |
+765,166
|
|
Q3 2025
|
OSK
Oshkosh Corporation (Holding Co
|
Sell |
-27,800
|
|
Q3 2025
|
PHM
PulteGroup, Inc.
|
Sell |
-10,600
|
|
Q3 2025
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-5,000
|
|
Q3 2025
|
TEX
Terex Corporation
|
Sell |
-22,200
|
|
Q3 2025
|
TOL
Toll Brothers, Inc.
|
Sell |
-20,947
|