Edgar Wachenheim III - Greenhaven Associates Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Greenhaven Associates portfolio managed by Edgar Wachenheim III was diversified across 7 sectors, according to the most recent SEC 13F filing dated Nov 04, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Consumer Cyclical sector represents the largest share at 55.8% of total portfolio value, followed by Consumer Cyclical and ETF and Technology. Together, the top three sectors account for 86.3% of the portfolio, reflecting Edgar Wachenheim III's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 55.80% | |
| ETF | 23.86% | |
| Technology | 6.61% | |
| Industrials | 6.14% | |
| Healthcare | 5.68% | |
| Energy | 1.16% | |
| Financial Services | 0.18% | |