Edgar Wachenheim III's Top Holdings in Greenhaven Associates Portfolio
A snapshot of Edgar Wachenheim III's top holdings as of March 31, 2026, highlighting significant changes in positions like General Motors and Baxter International.
As of March 31, 2026, Edgar Wachenheim III's portfolio managed by Greenhaven Associates totals approximately $5.98 billion. The top holdings include several stocks with notable changes in their positions during the prior period.
Among the top holdings, General Motors (GM) saw a significant reduction in shares, with a 17.48% decrease in holdings. Investors can view detailed information about Mr. Wachenheim's position in GM at https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates and the company details at https://www.insiderset.com/investors/stocks/GM.
Lennar Corporation (LEN) experienced a modest increase of 5.33% in its share count, reflecting a positive change in the portfolio. Further details on this holding can be found at https://www.insiderset.com/investors/stocks/LEN.
Toll Brothers (TOL) and PulteGroup (PHM) showed minor increases of 0.75% and -0.67% respectively, while D R Horton (DHI) saw a slight decrease of 0.49% in its position during the prior period.
In the industrials sector, Oshkosh Corp (OSK) increased its shares by 0.39%, while in technology, Arrow Electronics (ARW) and Avnet (AVT) both saw minor decreases of 0.22% and 0.21% respectively.
Baxter International (BAX) stands out with a substantial 33.8% increase in its share count, making it one of the most significant changes in the portfolio. Investors can explore this position further at https://www.insiderset.com/investors/stocks/BAX.
SLB LTD (SLB) maintained a stable position with minimal change of 0.08% during the prior period.
For a comprehensive view of Mr. Wachenheim's investment activities, please visit https://www.insiderset.com/investor/edgar-wachenheim-greenhaven-associates.