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 in his $5.98 billion portfolio as of March 31, 2026, with notable increases in holdings like Baxter International Inc (BAX) and Lennar Corporation (LEN).
As of March 31, 2026, Edgar Wachenheim III's portfolio at Greenhaven Associates totals $5.98 billion, with a pronounced focus on Consumer Cyclical stocks. The top ten holdings represent approximately 80% of the portfolio, showcasing a concentrated approach.
The portfolio's largest position is General Motors Co (GM), valued at $933 million (15.37% allocation). Wachenheim reduced his stake in GM by 1.78 million shares, a 17.48% decrease from the previous period.
Lennar Corporation (LEN) is the second-largest holding at $923 million (15.21%). Wachenheim increased his LEN position by 0.54 million shares, a modest but positive 5.33% change.
Toll Brothers Inc. (TOL) and PulteGroup Inc. (PHM) round out the top three holdings, representing 12.69% and 10.65% of the portfolio respectively. Wachenheim trimmed his positions in both companies slightly, with reductions of 0.01% and 0.67% respectively.
The portfolio also includes significant positions in other sectors: Oshkosh Corp. (OSK) in Industrials, Arrow Electronics Inc. (ARW) and Avnet Inc. (AVT) in Technology, and Baxter International Inc. (BAX) in Healthcare. Notably, Wachenheim increased his Baxter stake by 33.8% in the most recent period.
For detailed analysis of these holdings, visit the investor profile at https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates and explore each stock's performance at GM, LEN, TOL, PHM, OSK, ARW, AVT, and BAX.