Edgar Wachenheim III's Q1 2026 Portfolio Trends: Focus on Consumer Cyclical and Energy Sectors
Edgar Wachenheim III's $5.98 billion portfolio saw significant changes in Consumer Cyclical and Energy holdings during Q1 2026, with notable share increases in Lennar and Toll Brothers, and decreases in General Motors and PulteGroup.
As of March 31, 2026, Edgar Wachenheim III's portfolio managed by Greenhaven Associates totaled $5.98 billion, reflecting significant quarterly activity across various sectors. The portfolio is heavily concentrated in Consumer Cyclical stocks, accounting for approximately 55.8% of the total allocation, followed by Technology at 8.45% and Energy at 7.9%. Below is a summary of key changes observed in the top holdings during this period.
Edgar Wachenheim III increased his stake in Lennar Corporation (LEN) by 5.33 million shares, representing a 5.33% increase from the prior period. The position in Toll Brothers, Inc. (TOL) also saw growth, with a modest increase of 42,122 shares, translating to a 0.75% change. Conversely, General Motors Co (GM) experienced a significant reduction, with a decrease of 2.65 million shares, marking a 17.48% decline in the position. PulteGroup Inc. (PHM) also saw a decrease of 37,119 shares, resulting in a 0.67% reduction.
Other notable changes include a slight increase in Oshkosh Corp (OSK) and Baxter International Inc (BAX), while Arrow Electronics Inc (ARW), Avnet Inc (AVT), and SLB LTD (SLB) saw minor decreases. For a complete breakdown of all changes, please refer to the detailed analysis of Edgar Wachenheim III's portfolio performance.
For more information on Edgar Wachenheim III's investment activities, visit InsiderSet. Detailed profiles for each stock in the portfolio, including Lennar Corporation, Toll Brothers, General Motors, PulteGroup, Oshkosh Corp, Arrow Electronics, Avnet, Baxter International, and SLB, are available at their respective InsiderSet pages.