Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 2017)

According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2017. 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 Q4 2017, the filing reported:

New Buys - Ford Motor Company, Lennar Corporation

Increases - Adient, Citigroup, Inc., Lennar Corporation, PulteGroup, Inc., Taylor Morrison Home Corporatio, and 1 more

Reductions - AECOM, D.R. Horton, Inc., Airbus SE, FedEx Corporation, Goldman Sachs Group, Inc. (The), and 3 more

Complete Exits - Boeing Company (The), Lowe's Companies, Inc.

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
Q4 2017	ACM AECOM	AECOM	Sell	-6,858	-0.4%	$59.42K	1,599,521
Q4 2017	ADNT Adient	Adient	Buy	+13,500	+0.7%	$148.18K	1,882,815
Q4 2017	BA Boeing Company (The)	Boeing Company (The)	Sell - Position Exit	-793,498	-100.0%	$0.00	-
Q4 2017	C Citigroup, Inc.	Citigroup, Inc.	Buy	+109,306	+0.9%	$864.32K	11,615,610
Q4 2017	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Sell	-25,300	-0.3%	$418.24K	8,189,482
Q4 2017	EADSY Airbus SE	Airbus SE	Sell	-151,000	-0.4%	$882.31K	35,605,824
Q4 2017	F Ford Motor Company	Ford Motor Company	Buy - Position Entry	+13,146,048	-	$164.19K	13,146,048
Q4 2017	FDX FedEx Corporation	FedEx Corporation	Sell	-9,710	-0.3%	$741.61K	2,971,901
Q4 2017	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-7,450	-0.2%	$942.16K	3,698,245
Q4 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-48,290	-0.7%	$733.41K	6,858,192
Q4 2017	LEN Lennar Corporation	Lennar Corporation	Buy	+22,600	+0.4%	$344.51K	5,447,723
Q4 2017	LEN-B Lennar Corporation	Lennar Corporation	Buy - Position Entry	+472,480	-	$24.42K	472,480
Q4 2017	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell - Position Exit	-7,037,051	-100.0%	$0.00	-
Q4 2017	PHM PulteGroup, Inc.	PulteGroup, Inc.	Buy	+14,853	+0.3%	$191.17K	5,749,401
Q4 2017	TMHC Taylor Morrison Home Corporatio	Taylor Morrison Home Corporatio	Buy	+169,244	+6.7%	$65.96K	2,695,488
Q4 2017	TOL Toll Brothers, Inc.	Toll Brothers, Inc.	Sell	-134,251	-3.3%	$189.28K	3,941,601
Q4 2017	TPH Tri Pointe Homes, Inc.	Tri Pointe Homes, Inc.	Sell	-10,000	-0.2%	$92.37K	5,154,668
Q4 2017	WHR Whirlpool Corporation	Whirlpool Corporation	Buy	+115,880	+4.2%	$484.93K	2,875,555