Edgar Wachenheim III — Greenhaven Associates, Inc.
Edgar Wachenheim IIIGreenhaven Associates, Inc.
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| LEN | Lennar Corporation | 13,055,103 | $1.07B | 13.4% |
| BDX | Becton, Dickinson and Company | 5,904,730 | $1.06B | 13.3% |
| GM | General Motors Company | 12,906,773 | $993.8M | 12.5% |
| TOL | Toll Brothers, Inc. | 5,614,009 | $756.5M | 9.5% |
| PHM | PulteGroup, Inc. | 5,394,549 | $626.1M | 7.9% |
| ICLR | ICON Public Limited Company | 3,069,015 | $521.7M | 6.5% |
| DHI | D.R. Horton, Inc. | 3,753,844 | $513.0M | 6.4% |
| AVTR | Avantor, Inc. | 24,359,610 | $366.6M | 4.6% |
| ARW | Arrow Electronics, Inc. | 1,486,774 | $337.5M | 4.2% |
| OSK | Oshkosh Corp | 2,527,880 | $325.6M | 4.1% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.