Edgar Wachenheim III's Q1 2026 Portfolio: Focus on Consumer Cyclical Gains and Strategic Adjustments
Edgar Wachenheim III's portfolio, valued at $5.98 billion as of March 31, 2026, shows significant shifts in holdings, with notable increases in Lennar Corporation and Toll Brothers, alongside decreases in General Motors.
As of March 31, 2026, Edgar Wachenheim III's portfolio at Greenhaven Associates is valued at approximately $5.98 billion. The portfolio's top holdings reflect a strategic focus on sectors like Consumer Cyclical and Technology, with significant changes observed in quarterly holdings.
Among the top holdings, Lennar Corporation (LEN) saw an increase in shares, with a +5.33% change from the prior period. Similarly, Toll Brothers, Inc. (TOL) experienced a modest increase of +0.75%. Conversely, General Motors Co (GM) experienced a substantial decrease of -17.48% in its share count, indicating a notable reduction in this position.
Other significant movements include PulteGroup Inc. (PHM) and D R Horton, Inc. (DHI) seeing slight decreases, while Oshkosh Corp (OSK) and Arrow Electronics Inc. (ARW) maintained relatively stable share changes. Baxter International Inc. (BAX) and SLB LTD (SLB) also showed positive changes, albeit smaller in percentage terms.
For a complete view of Edgar Wachenheim III's investment activity, you can visit his profile on Insiderset: Edgar Wachenheim III. Detailed analysis of each stock, including General Motors Co (GM), Lennar Corporation (LEN), and others, is available on the platform.