Edgar Wachenheim III - Greenhaven Associates Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to September 2026 • Initial Portfolio Value: $3.11B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+4.85B
+156.08%
Winning Positions
+36.47%
31 wins / 85 positions
Average Gain (Winners)
$202.47M
+1239.23% avg per position
Active Positions
27
42 losing positions
Portfolio Value Over Time
Total Positions Tracked
85
All holdings over time
Win/Loss Ratio
0.74
31 gains / 42 losses
Active vs. Exited
27 / 58
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| LEN | Lennar Corporation | Consumer Cyclical | Dec 2015 | ACTIVE | $199.88M | $1.07B | $865.29M | +432.91% |
| GM | General Motors Company | Consumer Cyclical | Mar 2018 | ACTIVE | $148.50M | $993.82M | $845.32M | +569.23% |
| TOL | Toll Brothers, Inc. | Consumer Cyclical | Mar 2016 | ACTIVE | $49.09M | $756.49M | $707.40M | +1441.08% |
| PHM | PulteGroup, Inc. | Consumer Cyclical | Dec 2015 | ACTIVE | $28.93M | $626.09M | $597.16M | +2064.31% |
| ICLR | ICON plc | Healthcare | Jun 2025 | ACTIVE | $2.56M | $521.70M | $519.14M | +9,999%+ |
| DHI | D.R. Horton, Inc. | Consumer Cyclical | Dec 2014 | ACTIVE | $51.45M | $512.96M | $461.52M | +897.11% |
| ARW | Arrow Electronics, Inc. | Technology | Jun 2013 | ACTIVE | $14.84M | $337.50M | $322.66M | +2174.70% |
| AVT | Avnet, Inc. | Technology | Jun 2013 | ACTIVE | $16.28M | $320.39M | $304.11M | +1867.52% |
| 0LW9 | WESTROCK CO | N/A | Mar 2022 | EXITED | $337.50M | $625.27M | $287.77M | +85.26% |
| OSK | Oshkosh Corporation (Holding Co | Industrials | Sep 2022 | ACTIVE | $122.30M | $325.64M | $203.34M | +166.26% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.