Edgar Wachenheim III Portfolio Snapshot: Focus on Consumer Cyclical Holdings as of March 31, 2026
Greenhaven Associates' Edgar Wachenheim III maintained a focus on Consumer Cyclical stocks, with notable increases in holdings like Baxter International Inc (BAX) and decreases in General Motors Co (GM).
As of March 31, 2026, Edgar Wachenheim III's portfolio at Greenhaven Associates totals approximately $5.98 billion, with a significant allocation to Consumer Cyclical stocks. The top holdings reflect a strategic focus on this sector, with observable changes in share positions from the previous period.
The largest position, General Motors Co (GM), saw a reduction in shares (-17.48%) and allocation (-15.37 percentage points), indicating a strategic shift away from the automotive sector. Similarly, PulteGroup Inc. (PHM) experienced a slight decrease in shares (-0.67%) and allocation (-10.65 percentage points).
In contrast, several holdings within the Consumer Cyclical sector showed positive changes. Lennar Corporation - A (LEN) increased its share count by 5.33%, while Toll Brothers, Inc. (TOL) maintained a modest increase of 0.75%. D R Horton, Inc. (DHI) saw a minimal change of -0.49%.
Outside the Consumer Cyclical focus, holdings like Oshkosh Corp (OSK) in Industrials and Arrow Electronics Inc (ARW) in Technology showed positive share changes (+0.39% and -0.22% respectively). Notably, Baxter International Inc (BAX) in Healthcare experienced a substantial increase of 33.8% in shares and a significant allocation jump to 3.96%, making it the most prominent change in the portfolio.
For detailed insights into Mr. Wachenheim's investment strategy and performance, please visit his investor profile at https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates. You can also explore each stock's performance and details at GM, LEN, TOL, PHM, DHI, OSK, ARW, AVT, BAX, and SLB.