Edgar Wachenheim III - Greenhaven Associates Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Greenhaven Associates portfolio balances reported a total equity value of $6.58B across 27 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 04, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight General Motors Co (GM) (GM) as the single largest position, accounting for 21.4% of total equity value, followed by Lennar Corporation - A (LEN) (LEN), Toll Brothers, Inc. (TOL) (TOL), PulteGroup Inc. (PHM) (PHM), and others. Collectively, the top five holdings represent 72.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.