Edgar Wachenheim III's Portfolio Shifts in Q1 2026: Focus on Consumer Cyclical and Technology Stocks
Greenhaven Associates' investor Edgar Wachenheim III saw his portfolio value increase to $5.98 billion as of March 31, 2026, with notable buying activity in Lennar and Toll Brothers, while reducing holdings in General Motors.
As of March 31, 2026, Edgar Wachenheim III's portfolio managed by Greenhaven Associates stands at a total value of $5.98 billion. This comprehensive analysis examines the observable changes in his holdings during the most recent quarter, focusing on increases, decreases, and other significant activities disclosed in the filing.
Edgar Wachenheim III demonstrated a clear preference for growth in the Consumer Cyclical sector during this period. Lennar Corporation (LEN) saw a significant increase in holdings, with a net addition of 537,984 shares, representing a 5.33% change from the prior period. Toll Brothers, Inc. (TOL) also showed positive movement, albeit smaller, with a 0.75% increase in shares. Similarly, within the Technology sector, Arrow Electronics Inc. (ARW) increased its stake by 0.22%, and Avnet Inc. (AVT) added a minimal 0.21% in shares. These actions suggest a continued interest in companies within these sectors.
Conversely, the investor reduced exposure in several areas. General Motors Co. (GM) experienced a notable decrease, with a reduction of 2,652,822 shares, leading to a 17.48% decline in its position. PulteGroup Inc. (PHM) also saw a reduction, albeit smaller, of 0.67% in shares. D R Horton, Inc. (DHI) experienced a slight decrease of 0.49%. While the Energy sector holding in SLB LTD (SLB) remained virtually flat with only a 0.08% share change, the Healthcare holding in Baxter International Inc. (BAX) showed a substantial increase of 33.8% in shares during the quarter.
It is important to note that the provided data only reflects changes in the top holdings. No information is available to determine if any positions were fully exited during this period. For more detailed insights into Mr. Wachenheim's investment strategy and performance, readers are encouraged to visit the investor profile at https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates. Detailed information on individual stock holdings can be found at https://www.insiderset.com/investors/stocks/GM, https://www.insiderset.com/investors/stocks/LEN, https://www.insiderset.com/investors/stocks/TOL, https://www.insiderset.com/investors/stocks/PHM, https://www.insiderset.com/investors/stocks/DHI, https://www.insiderset.com/investors/stocks/OSK, https://www.insiderset.com/investors/stocks/ARW, https://www.insiderset.com/investors/stocks/AVT, https://www.insiderset.com/investors/stocks/BAX, and https://www.insiderset.com/investors/stocks/SLB.