Edgar Wachenheim III - Greenhaven Associates Sector Allocation (Q2 2026)

According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio managed by Edgar Wachenheim III was diversified across 7 sectors as of quarter-end Jun 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Consumer Cyclical sector represents the largest share at 41.7% of total portfolio value, followed by Consumer Cyclical and Healthcare and ETF. Together, the top three sectors account for 77.3% of the portfolio, reflecting Edgar Wachenheim III's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.