Edgar Wachenheim III's Portfolio Shifts in Q1 2026: Key Holdings and Activity Analysis
Greenhaven Associates' Edgar Wachenheim III saw his portfolio value increase to $5.98 billion as of March 31, 2026, with notable changes in holdings across sectors like Consumer Cyclical and Technology.
As of March 31, 2026, Edgar Wachenheim III's portfolio managed by Greenhaven Associates stands at a total value of $5.98 billion. This quarter's filing reveals significant shifts in his holdings, with notable increases and decreases in specific stocks.
Among the most prominent activities, Wachenheim III significantly increased his stake in Lennar Corporation (LEN). The position saw an increase of 537,984 shares, representing a 5.33% change from the prior period. Similarly, Toll Brothers, Inc. (TOL) experienced a modest but positive change, with a 0.75% increase in shares held. PulteGroup Inc. (PHM) and D R Horton, Inc. (DHI) also showed positive share movements, though at a slower pace, with increases of 0.67% and 0.49% respectively.
On the other hand, the investor reduced exposure in several major holdings. General Motors Co (GM) saw a significant decrease, with 2.65 million shares sold, leading to a 17.48% reduction in its position. PHM also faced a slight reduction, with 37,190 shares sold (-0.67%). Additionally, Baxter International Inc (BAX) experienced a substantial increase in shares, with a 33.8% change, indicating a strong purchase interest in this healthcare stock.
Wachenheim III also demonstrated interest in other sectors. He added shares to Oshkosh Corp (OSK) and Arrow Electronics Inc (ARW), both in the Industrials and Technology sectors respectively, with positive share changes of 0.39% and 0.22%. Conversely, Avnet Inc (AVT) saw a minimal decrease of 0.21% in shares.
For a comprehensive view of Edgar Wachenheim III's investment strategy and performance, visit his profile on Insiderset. Detailed analysis of individual holdings, including General Motors, Lennar Corporation, and Toll Brothers, can be found by exploring the respective company pages on Insiderset.