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

According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio balances reported a total equity value of $8.66B across 28 publicly traded holdings as of quarter-end Jun 30, 2026.

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.