Edgar Wachenheim III Portfolio Update: March 2026 Holdings

Edgar Wachenheim III, managing a $5.98 billion portfolio for Greenhaven Associates, saw specific changes in his top holdings as of March 31, 2026.

General Motors (GM) experienced a significant decrease, with shares falling by 17.48% compared to the previous period.

Lennar Corporation (LEN) saw an increase in shares held, growing by 5.33%.

Toll Brothers (TOL) and PulteGroup (PHM) also increased their shareholdings, by 0.75% and 0.67% respectively.

D R Horton (DHI) experienced a slight decrease in shares held, down by 0.49%.

Oshkosh Corp (OSK) maintained a small increase in shares, up by 0.39%.

Arrow Electronics (ARW) and Avnet (AVT) both saw minor decreases in their holdings.

Baxter International (BAX) experienced a substantial increase in shares, up by 33.8%.

SLB LTD (SLB) maintained a very small increase in shares held.

All holdings are detailed below with links to the investor profile and individual stock pages:

Edgar Wachenheim III Profile

General Motors Co (GM) - Decreased by 17.48%

Lennar Corporation - A (LEN) - Increased by 5.33%

Toll Brothers, Inc. (TOL) - Increased by 0.75%

PulteGroup Inc. (PHM) - Increased by 0.67%

D R Horton, Inc. (DHI) - Decreased by 0.49%

Oshkosh Corp (OSK) - Increased by 0.39%

Arrow Electronics Inc (ARW) - Decreased by 0.22%

Avnet Inc (AVT) - Decreased by 0.21%

Baxter International Inc (BAX) - Increased by 33.8%

SLB LTD (SLB) - Increased by 0.08%