Edgar Wachenheim III - Greenhaven Associates Portfolio Position Sizes (Q2 2026)

As of Jun 30, 2026, the Greenhaven Associates portfolio balances reported a total equity value of $8.66B across 28 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 28, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight Lennar Corporation - A (LEN) (LEN) as the single largest position, accounting for 11.8% of total equity value, followed by General Motors Co (GM) (GM), Toll Brothers, Inc. (TOL) (TOL), Becton Dickinson & Co (BDX) (BDX), and others. Collectively, the top five holdings represent 52.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.