Edgar Wachenheim III's Q1 2026 Portfolio: Focus on Consumer Cyclical, Tech, and Energy Stocks
Edgar Wachenheim III's portfolio, valued at $5.98 billion as of March 31, 2026, shows significant changes in holdings across Consumer Cyclical, Technology, and Energy sectors.
Edgar Wachenheim III's portfolio, valued at approximately $5.98 billion as of March 31, 2026, displays notable quarterly shifts in stock holdings. The portfolio is heavily concentrated in the Consumer Cyclical sector, accounting for 49.5% of the total allocation, followed by Technology (8.44%) and Energy (7.9%).
Among the top holdings, several stocks saw significant changes in share count during the quarter:
Lennar Corporation (LEN) experienced the most substantial increase in shares, with a +5.33% change in holdings. Toll Brothers (TOL) also showed strong growth, increasing its share count by 0.75%. Conversely, General Motors (GM) saw a significant reduction in holdings, with a -17.48% change in shares. PulteGroup (PHM) and D R Horton (DHI) also decreased their positions, by -0.67% and -0.49% respectively.
Other notable movements include Baxter International (BAX) and SLB with positive but smaller changes (+33.8% and +0.08%), while Arrow Electronics (ARW) and Avnet (AVT) saw slight decreases (-0.22% and -0.21%).
For detailed analysis of Edgar Wachenheim III's investment strategy and performance, visit his profile on Insiderset: https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates. You can also explore the individual stock positions in his portfolio: