Edgar Wachenheim III Portfolio Update: March 2026 Holdings

Greenhaven Associates' Edgar Wachenheim III saw his portfolio valued at $5.98 billion as of March 31, 2026.

Edgar Wachenheim III's portfolio saw notable shifts in his top holdings during the period. He significantly increased his stake in Lennar Corporation (LEN) by 5.33%, while simultaneously reducing his position in General Motors Co (GM) by 17.48%. Other significant changes included a small increase in Toll Brothers, Inc. (TOL) and decreases in PulteGroup Inc. (PHM), D R Horton, Inc. (DHI), and Arrow Electronics Inc. (ARW).

For detailed analysis of each holding, including Lennar Corporation (LEN), General Motors Co (GM), Toll Brothers, Inc. (TOL), PulteGroup Inc. (PHM), D R Horton, Inc. (DHI), Oshkosh Corp (OSK), Arrow Electronics Inc. (ARW), Avnet Inc. (AVT), Baxter International Inc. (BAX), and SLB LTD (SLB), please visit the respective investor stock pages: Lennar Corporation, General Motors Co, Toll Brothers, Inc., PulteGroup Inc., D R Horton, Inc., Oshkosh Corp, Arrow Electronics Inc., Avnet Inc., Baxter International Inc., SLB LTD.