Edgar Wachenheim III Portfolio Update: March 2026 Holdings

Edgar Wachenheim III, managing a $5.98 billion portfolio at Greenhaven Associates, saw notable shifts in his top holdings as of March 31, 2026.

General Motors (GM) experienced a significant reduction, with shares falling by 17.48% to 15.37% allocation. Conversely, Lennar Corporation (LEN) increased its stake by 5.33%, maintaining its position as the second-largest holding at 15.21%. Toll Brothers (TOL) saw a modest increase of 0.75% in its stake, reaching a 12.69% allocation. PulteGroup (PHM) and D R Horton (DHI) both decreased their holdings slightly, by 0.67% and 0.49% respectively, resulting in reduced allocations to 10.65% and 7.84%. Other notable changes include Oshkosh Corp (OSK) increasing its stake by 0.39% to 6.14%, Arrow Electronics (ARW) and Avnet (AVT) both decreasing slightly by 0.22% and 0.21%, and Baxter International (BAX) making a substantial increase of 33.8% to reach a 3.96% allocation, while SLB saw minimal change of 0.08%.