Edgar Wachenheim III Portfolio Concentration: Analysis of Top Holdings as of March 31, 2026
Edgar Wachenheim III's portfolio as of March 31, 2026, shows significant concentration in consumer cyclical and energy stocks, with General Motors, Lennar Corporation, and Toll Brothers forming the largest positions.
As of March 31, 2026, Edgar Wachenheim III's portfolio at Greenhaven Associates demonstrates notable concentration in specific sectors, with holdings in consumer cyclical and energy stocks dominating the portfolio allocation. The investor's portfolio, valued at approximately $5.98 billion, is heavily weighted toward a select group of stocks, reflecting a focused approach to investment opportunities.
General Motors Co (GM) stands as the largest holding in the portfolio, representing 15.37% of the total value. The position saw a reduction in shares during the prior period, with a 17.48% decrease in holdings. Investors can explore GM's profile and performance at https://www.insiderset.com/investors/stocks/GM.
Lennar Corporation (LEN) is the second-largest position, accounting for 15.21% of the portfolio. This consumer cyclical stock experienced a modest increase in holdings, with a 5.33% rise in shares during the prior period. Further details on Lennar Corporation are available at https://www.insiderset.com/investors/stocks/LEN.
Toll Brothers, Inc. (TOL) represents the third-largest holding, comprising 12.69% of the portfolio. This consumer cyclical stock showed a slight increase in shares, with a 0.75% change from the prior period. More information on Toll Brothers can be found at https://www.insiderset.com/investors/stocks/TOL.
PulteGroup Inc. (PHM) and D R Horton, Inc. (DHI) follow as the fourth and fifth largest holdings, representing 10.65% and 7.84% of the portfolio, respectively. Both are consumer cyclical stocks with modest changes in share count during the prior period. Details on PulteGroup are available at https://www.insiderset.com/investors/stocks/PHM, and information on D R Horton can be found at https://www.insiderset.com/investors/stocks/DHI.
The portfolio also includes significant positions in Oshkosh Corp (OSK), a player in the industrials sector, representing 6.14% of the portfolio. This stock showed a slight increase in shares during the prior period. Further details on Oshkosh Corp are available at https://www.insiderset.com/investors/stocks/OSK.
Other notable holdings include Arrow Electronics Inc. (ARW), Avnet Inc. (AVT), Baxter International Inc. (BAX), and SLB LTD (SLB), each contributing between 3.98% and 4.48% to the portfolio. These positions show varied changes in share count during the prior period. More information on these companies can be found at their respective profiles on ARW, AVT, BAX, and SLB.
For a complete view of Edgar Wachenheim III's investment profile, including all holdings and performance data, visit his profile at https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates.