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
$5.3B
Portfolio Value
Consumer Cyclical
Top Sector
6
Sectors
Investment Strategy Insights
- • Edgar Wachenheim III maintains a diversified portfolio across 6 sectors
- • Top 5 holdings represent 61.4% of the portfolio
- • Largest position: Citigroup Inc (C) (C) at 20.5%
Trends by sector
Investment Adjustments from Previous Filing
Greenhaven Associates Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| C Citigroup Inc (C) | 20.48% | $1,376,863,923 |
| LEN Lennar Corporation - A (LEN) | 15.62% | $1,050,085,437 |
| TOL Toll Brothers, Inc. (TOL) | 9.51% | $639,346,673 |
| PHM PulteGroup Inc. (PHM) | 8.76% | $588,511,937 |
| DHI D R Horton, Inc. (DHI) | 7.06% | $474,562,642 |
| OSK Oshkosh Corp (OSK) | 4.31% | $290,027,257 |
| ARW Arrow Electronics Inc (ARW) | 3.63% | $243,735,234 |
| AVT Avnet Inc (AVT) | 3.13% | $210,352,696 |
| LEA Lear Corporation (LEA) | 2.60% | $174,919,632 |
| MTH Meritage Homes Corp (MTH) | 1.49% | $99,916,226 |
| TEX Terex Corp (TEX) | 1.04% | $70,031,872 |
| NOV NOV INC (NOV) | 0.92% | $61,932,674 |
| LEN-B Lennar Corporation - B SHS (LEN/B) | 0.57% | $38,317,210 |
| SCHW Charles Schwab Corporation (SCHW) | 0.03% | $1,824,800 |
| GS Goldman Sachs (GS) | 0.03% | $1,769,375 |
| JPM J P Morgan Chase (JPM) | 0.02% | $1,449,550 |
| MS Morgan Stanley (MS) | 0.02% | $1,408,600 |
| A Agilent Technologies, Inc. (A) | 0.02% | $1,262,707 |
| UNP Union Pacific Corp (UNP) | 0.01% | $467,523 |