What stocks does Edgar Wachenheim III own?

As of Q2 2026, Greenhaven Associates reported 28 positions with a combined 13F value of $8.7B. Its largest stock positions are LEN ($1.0B), TOL ($927.6M) and BDX ($859.8M).

How often does Greenhaven Associates update its portfolio?

Greenhaven Associates files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Jul 28, 2026. The next one is due by Nov 16, 2026.

What does Greenhaven Associates's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Greenhaven Associates's portfolio data come from?

From the 13F filings Greenhaven Associates makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Greenhaven Associates Inc

Edgar Wachenheim III

Return history

Last 4 years · filing-date model

$100,000 to $227,471

$100,000 in SPY: $227,375.

Total return

+127%

Annualized (4Y CAGR)

+22.8%

vs SPY

+0.0 pts/yr

Moves a year

Avg hold

22.1 months

16 filings · quarters -12% to +27.6%

All time

+566% since Aug 2, 2013

Fund size $9B today

Oct 9, 2022 to Oct 8, 2026 · min. 78% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New BDX and exited TMHC in Q2 2026.

$8.7B in this filing28 positions

Holdings as of Jun 30, 2026. Filed Jul 28, 2026.

Share change vs Mar 31

1LENLennar Corporation - A (le11.82%
$1.0B - 11.3M shares+6.4%
2General Motors Co (GM)11.46%
$992.3M - 12.9M shares+2.8%
3TOLToll Brothers, Inc. (tol)10.71%
$927.6M - 5.6M shares-0.3%
4BDXBecton Dickinson & Co (BDX9.93%
$859.8M - 5.7M sharesNEW
5PHMPultegroup Inc. (PHM)8.64%
$748.6M - 5.5M shares-0.7%
6DHID R Horton, Inc. (dhi)6.59%
$571.0M - 3.5M shares+1.1%
7ICLRIcon PLC (iclr)6.22%
$538.6M - 3.1M shares+54.8%
8ACNAccenture PLC (acn)4.86%
$421.2M - 3.4M sharesNEW

#	Stock				At Jun 30	Now
1	LENLennar Corporation - A (le	11.82%	$1.0B	+6.4%	$90.49	$73.53 -18.7%
2	General Motors Co (GM)	11.46%	$992.3M	+2.8%	$77.08	-
3	TOLToll Brothers, Inc. (tol)	10.71%	$927.6M	-0.3%	$164.75	$130.41 -20.8%
4	BDXBecton Dickinson & Co (BDX	9.93%	$859.8M	NEW	$151.33	$193.76 +28.0%
5	PHMPultegroup Inc. (PHM)	8.64%	$748.6M	-0.7%	$137.21	$109.35 -20.3%
6	DHID R Horton, Inc. (dhi)	6.59%	$571.0M	+1.1%	$162.88	$133.64 -18.0%
7	ICLRIcon PLC (iclr)	6.22%	$538.6M	+54.8%	$173.71	$175.13 +0.8%
8	ACNAccenture PLC (acn)	4.86%	$421.2M	NEW	$124.44	$214.96 +72.7%

20 more on a paid plan

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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 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (2)

Common questions

What stocks does Edgar Wachenheim III own?: As of Q2 2026, Greenhaven Associates reported 28 positions with a combined 13F value of $8.7B. Its largest stock positions are LEN ($1.0B), TOL ($927.6M) and BDX ($859.8M).
How often does Greenhaven Associates update its portfolio?: Greenhaven Associates files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Jul 28, 2026. The next one is due by Nov 16, 2026.
What does Greenhaven Associates's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Greenhaven Associates's portfolio data come from?: From the 13F filings Greenhaven Associates makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.