Edgar Wachenheim III Portfolio Concentration Analysis: Top Holdings as of March 31, 2026
Analysis of Edgar Wachenheim III's portfolio concentration as of March 31, 2026, highlighting key holdings including General Motors, Lennar Corporation, and Toll Brothers.
As of March 31, 2026, Edgar Wachenheim III's portfolio at Greenhaven Associates shows significant concentration in specific sectors and individual stocks. The investor's holdings are dominated by companies in the automotive, construction, and real estate sectors.
General Motors Co (GM) stands as the largest holding in the portfolio, representing approximately 15.37% of the total value. The position saw a reduction in shares during the prior period, with a 17.48% decrease in holdings.
Lennar Corporation (LEN) is the second-largest position, accounting for 15.21% of the portfolio. This Consumer Cyclical stock showed a modest increase in shares, with a 5.33% change from the previous period.
Toll Brothers, Inc. (TOL) holds the third position by allocation, making up 12.69% of the portfolio. This Consumer Cyclical stock demonstrated slight growth in the investor's position.
Other significant holdings include PulteGroup Inc. (PHM), D R Horton, Inc. (DHI), Oshkosh Corp (OSK), Arrow Electronics Inc. (ARW), Avnet Inc. (AVT), Baxter International Inc. (BAX), and SLB LTD (SLB).
For detailed analysis of Edgar Wachenheim III's investment strategy and holdings, visit his profile on Insiderset: https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates. For more information on any specific stock, such as General Motors (GM), visit https://www.insiderset.com/investors/stocks/GM.