Edgar Wachenheim III - Greenhaven Associates Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Jul 08, 2025 | |
| Total Stocks | 25 | |
| Portfolio Value | $6.72B |
Portfolio Overview
Comprehensive analysis of Edgar Wachenheim III's investment portfolio
19
Total Holdings
$6.7B
Portfolio Value
Jun 30, 2025
Latest Filing
20.5%
Largest Position
Top Holdings
1
C
Citigroup Inc (C)
$1.4B
20.5%
↓-0.0%
2
LEN
Lennar Corporation - A (LEN)
$1.1B
15.6%
↑+0.0%
3
TOL
Toll Brothers, Inc. (TOL)
$639.3M
9.5%
↑+0.0%
4
PHM
PulteGroup Inc. (PHM)
$588.5M
8.8%
↓-0.0%
5
DHI
D R Horton, Inc. (DHI)
$474.6M
7.1%
↑+0.0%
Recent Activity
NOV
NOV Inc.
+868,359
Jun 30, 2025
MTH
Meritage Homes Corporation
+57,587
Jun 30, 2025
LEN
Lennar Corporation
+53,630
Jun 30, 2025