Edgar Wachenheim III's Top Holdings: Focus on Consumer Cyclical Stocks with Notable Share Changes
Greenhaven Associates' Edgar Wachenheim III held significant positions in Consumer Cyclical stocks as of March 31, 2026, with notable changes in shares for GM, LEN, TOL, PHM, and DHI.
As of March 31, 2026, Edgar Wachenheim III's portfolio at Greenhaven Associates had a total value of approximately $6 billion, with a significant allocation to Consumer Cyclical stocks. The top holdings included General Motors Co (GM), Lennar Corporation - A (LEN), Toll Brothers, Inc. (TOL), PulteGroup Inc. (PHM), and D R Horton, Inc. (DHI).
Among these, GM showed a substantial decrease in shares held by Wachenheim, with a 17.48% reduction in position size. Conversely, LEN saw an increase in shares, indicating a positive change in the investor's stance towards this stock. Other holdings like TOL, PHM, and DHI also reflected minor adjustments in shares.
For detailed insights into Wachenheim's investment activities, including his overall portfolio allocation and specific stock positions, you can visit his profile on Insiderset: Edgar Wachenheim III's Profile. For more information on any specific stock in his portfolio, such as General Motors or Lennar Corporation, you can explore their respective pages: General Motors (GM) and Lennar Corporation (LEN).