Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 2018)
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, 2018. 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 2018, the filing reported:
New Buys - None reported
Increases - AECOM, General Motors Company, Lennar Corporation, Lennar Corporation, Quanta Services, Inc., and 1 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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2018
|
ACM
AECOM
|
Buy |
+8,600
|
|
Q4 2018
|
ADNT
Adient
|
Sell |
-90,900
|
|
Q4 2018
|
C
Citigroup, Inc.
|
Sell |
-118,570
|
|
Q4 2018
|
DHI
D.R. Horton, Inc.
|
Sell |
-111,100
|
|
Q4 2018
|
EADSY
Airbus SE
|
Sell |
-906,328
|
|
Q4 2018
|
F
Ford Motor Company
|
Sell |
-247,900
|
|
Q4 2018
|
FDX
FedEx Corporation
|
Sell |
-43,210
|
|
Q4 2018
|
GM
General Motors Company
|
Buy |
+127,400
|
|
Q4 2018
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-16,522
|
|
Q4 2018
|
JPM
JP Morgan Chase & Co.
|
Sell |
-159,500
|
|
Q4 2018
|
LEN
Lennar Corporation
|
Buy |
+67,032
|
|
Q4 2018
|
LEN-B
Lennar Corporation
|
Buy |
+4,800
|
|
Q4 2018
|
MTH
Meritage Homes Corporation
|
Sell |
-500
|
|
Q4 2018
|
PHM
PulteGroup, Inc.
|
Sell |
-89,000
|
|
Q4 2018
|
PWR
Quanta Services, Inc.
|
Buy |
+152,250
|
|
Q4 2018
|
TMHC
Taylor Morrison Home Corporatio
|
Sell |
-47,900
|
|
Q4 2018
|
TOL
Toll Brothers, Inc.
|
Buy |
+268,750
|
|
Q4 2018
|
TPH
Tri Pointe Homes, Inc.
|
Sell |
-127,700
|
|
Q4 2018
|
WHR
Whirlpool Corporation
|
Sell |
-45,050
|