Greenhaven Associates (Edgar Wachenheim)
Famous investorsFiles as GREENHAVEN ASSOCIATES INC (SEC CIK 846222). Portfolio from its latest quarterly 13F-HR filing.
- $6.9B
- Tracked value
- 25
- Positions
- Q3 2026
- Portfolio as of
- Oct 26, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q2 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | LENLENNAR CORP /NEW/ | 15.4% | ▲ 15.4% | 13,055,103 | $1.07B |
| 2 | BDXBECTON DICKINSON & CO | 15.3% | ▲ 3.9% | 5,904,730 | $1.06B |
| 3 | TOLToll Brothers, Inc. | 11.0% | ▼ 0.3% | 5,614,009 | $756.49M |
| 4 | PHMPULTEGROUP INC/MI/ | 9.1% | ▼ 1.1% | 5,394,549 | $626.09M |
| 5 | ICLRICON PLC | 7.6% | ▼ 1.0% | 3,069,015 | $521.7M |
| 6 | DHIHORTON D R INC /DE/ | 7.4% | ▲ 7.1% | 3,753,844 | $512.96M |
| 7 | AVTRAvantor, Inc. | 5.3% | ▼ 1.1% | 24,359,610 | $366.61M |
| 8 | ARWARROW ELECTRONICS, INC. | 4.9% | ▼ 15.7% | 1,486,774 | $337.5M |
| 9 | OSKOSHKOSH CORP | 4.7% | ▼ 1.2% | 2,527,880 | $325.64M |
| 10 | AVTAVNET INC | 4.6% | ▼ 15.0% | 3,205,515 | $320.39M |
| 11 | BAXBAXTER INTERNATIONAL INC | 4.3% | ▼ 13.2% | 12,396,504 | $297.52M |
| 12 | SLBSLB LIMITED/NV | 2.6% | ▼ 1.4% | 3,750,244 | $182.71M |
| 13 | IQVIQVIA HOLDINGS INC. | 2.1% | ▼ 29.1% | 544,925 | $146.5M |
| 14 | NOVNOV Inc. | 1.4% | ▼ 6.0% | 5,281,619 | $98.92M |
| 15 | LEALEAR CORP | 1.4% | ▼ 42.7% | 834,527 | $98.5M |
| 16 | MTHMeritage Homes CORP | 1.2% | ▲ 5.4% | 1,367,579 | $85.95M |
| 17 | DNOWDNOW Inc. | 1.0% | ▲ 0.8% | 4,377,190 | $67.85M |
| 18 | LEN-BLENNAR CORP /NEW/ | 0.4% | ▲ 0.5% | 365,959 | $29.27M |
| 19 | AAGILENT TECHNOLOGIES, INC. | 0.0% | unch. | 10,700 | $1.84M |
| 20 | CRHCRH PUBLIC LTD CO | 0.0% | unch. | 17,500 | $1.45M |
| 21 | SCHWSCHWAB CHARLES CORP | 0.0% | ▼ 16.0% | 10,500 | $1.03M |
| 22 | UNPUNION PACIFIC CORP | 0.0% | unch. | 2,032 | $553K |
| 23 | JPMJPMORGAN CHASE & CO | 0.0% | ▼ 60.0% | 1,000 | $330.8K |
| 24 | GGenpact LTD | 0.0% | unch. | 10,000 | $325.3K |
| 25 | BBWIBath & Body Works, Inc. | 0.0% | NEW | 10,000 | $159.2K |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q2 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.