Edgar Wachenheim III - Greenhaven Associates Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+5.98B
+9,999%+
Winning Positions
+54.67%
41 wins / 75 positions
Average Gain (Winners)
$144.78M
+9,999%+ avg per position
Active Positions
26
25 losing positions
Portfolio Value Over Time
Total Positions Tracked
75
All holdings over time
Win/Loss Ratio
1.64
41 gains / 25 losses
Active vs. Exited
26 / 49
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 % |
|---|---|---|---|---|---|---|---|---|
| GM | General Motors | N/A | Mar 2018 | ACTIVE | $148.50K | $933.20M | $933.05M | +9,999%+ |
| LEN | Lennar Corporation | Consumer Cyclical | Dec 2015 | ACTIVE | $199.88K | $923.29M | $923.09M | +9,999%+ |
| TOL | Toll Brothers, Inc. | Consumer Cyclical | Mar 2016 | ACTIVE | $49.09K | $770.42M | $770.37M | +9,999%+ |
| PHM | PulteGroup, Inc. | Consumer Cyclical | Dec 2015 | ACTIVE | $28.93K | $646.51M | $646.49M | +9,999%+ |
| DHI | D.R. Horton, Inc. | Consumer Cyclical | Dec 2014 | ACTIVE | $51.45K | $475.73M | $475.68M | +9,999%+ |
| OSK | Oshkosh Corporation (Holding Co | Industrials | Sep 2022 | ACTIVE | $122.30K | $372.59M | $372.47M | +9,999%+ |
| ARW | Arrow Electronics, Inc. | Technology | Jun 2013 | ACTIVE | $14.84K | $271.89M | $271.87M | +9,999%+ |
| AVT | Avnet, Inc. | Technology | Jun 2013 | ACTIVE | $16.28K | $241.58M | $241.57M | +9,999%+ |
| SLB | Schlumberger N.V. | Energy | Mar 2014 | ACTIVE | $347.54K | $239.71M | $239.37M | +9,999%+ |
| ICLR | ICON | N/A | Jun 2025 | ACTIVE | $2.56M | $221.59M | $219.02M | +8539.80% |
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.