Edgar Wachenheim III - Greenhaven Associates Portfolio Performance Analysis (Q2 2026)

Investment performance metrics based on historical 13F filings data.

Data Coverage: June 2013 to June 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)

+8.61B

+9,999%+

Winning Positions

+54.43%

43 wins / 79 positions

Average Gain (Winners)

$164.07M

+9,999%+ avg per position

Active Positions

27

24 losing positions

Portfolio Value Over Time

Current: $8.6B
Change: +$8.6B (284282.15%)
$10.2B $5.1B $2.7M
Jun 2013 Dec 2019 Jun 2026

Total Positions Tracked

79

All holdings over time

Win/Loss Ratio

1.79

43 gains / 24 losses

Active vs. Exited

27 / 52

Current positions / Exited

Position Performance

43 Gains / 24 Losses

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 $199.88K $1.02B $1.02B +9,999%+
GM General Motors N/A Mar 2018 ACTIVE $148.50K $992.29M $992.14M +9,999%+
TOL Toll Brothers, Inc. Consumer Cyclical Mar 2016 ACTIVE $49.09K $927.56M $927.51M +9,999%+
PHM PulteGroup, Inc. Consumer Cyclical Dec 2015 ACTIVE $28.93K $748.61M $748.58M +9,999%+
DHI D.R. Horton, Inc. Consumer Cyclical Dec 2014 ACTIVE $51.45K $571.02M $570.97M +9,999%+
ICLR ICON N/A Jun 2025 ACTIVE $2.56M $538.61M $536.04M +9,999%+
OSK Oshkosh Corporation (Holding Co Industrials Sep 2022 ACTIVE $122.30K $392.71M $392.58M +9,999%+
ARW Arrow Electronics, Inc. Technology Jun 2013 ACTIVE $14.84K $376.49M $376.47M +9,999%+
AVT Avnet, Inc. Technology Jun 2013 ACTIVE $16.28K $335.11M $335.09M +9,999%+
WHR Whirlpool Corporation Consumer Cyclical Jun 2013 EXITED $253.96K $211.92M $211.67M +9,999%+
Page 1 of 8

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.