Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 2018)
As of Dec 31, 2018, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 06, 2026. 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, 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
|
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
|