Edgar Wachenheim III – Greenhaven Associates Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Greenhaven Associates portfolio balances reported a total equity value of $6.72B across 25 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 08, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight Citigroup Inc (C) (C) as the single largest position, accounting for 20.5% of total equity value, followed by General Motors Co (GM) (GM), Lennar Corporation - A (LEN) (LEN), Toll Brothers, Inc. (TOL) (TOL), and others. Collectively, the top five holdings represent 71.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.