AlphaYouGreenhaven Associates Inc
Edgar Wachenheim III
Return history
Last 4 years copying the filings
$100,000 would be $218,856
The same $100,000 in SPY would be $208,867.
Total return
+119%
Annualized (4Y CAGR)
+21.6%
vs SPY
+1.4 pts/yr
Moves a year
89
Avg hold
22.1 months
Across 17 filings, buying each one the day it became public. Best quarter +27.6%, worst -12%.
All time
+568% since Aug 2013
Fund size $9B today
Sep 2022 to Sep 2026, at least 78% of the book priced each quarter. Not audited fund performance. What this covers
Each quarter is priced from the date its SEC filing became public, not the quarter it describes, and weighted by position size. A 13F shows long US stock holdings only, so shorts, cash, options, and anything bought and sold between two filings are not in this line.
New BDX and exited TMHC in Q2 2026.
$8.7B in this filing28 positions
Holdings as of Jun 30, 2026. Filed Jul 28, 2026.
- $1.0B - 11.3M shares+6.4%
- 2
General Motors Co (GM)11.46%
$992.3M - 12.9M shares+2.8% - 3
TOLToll Brothers, Inc. (tol)10.71%
$927.6M - 5.6M shares-0.3%
What is missing
Top 10 concentration: 79%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.