Edgar Wachenheim
Greenhaven Associates. Holdings reported for Q2 2026, filed Jul 28, 2026.
- Portfolio
- $7.08B
- Stocks
- 25
- Top 10
- 84%
- Turnover
- 2%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 13.4% | $1.02B | 11M | +6% | -5.6% | |
| 2 | 12.2% | $927.56M | 6M | -0% | -11.4% | |
| 3 | 11.3% | $859.81M | 6M | New | +31.1% | |
| 4 | 9.8% | $748.61M | 5M | -1% | -9.1% | |
| 5 | 7.5% | $571.02M | 4M | +1% | -10.4% | |
| 6 | 7.1% | $538.61M | 3M | +55% | +21.7% | |
| 7 | 5.5% | $421.19M | 3M | New | +107.5% | |
| 8 | 5.2% | $392.71M | 3M | +1% | -8.8% | |
| 9 | 4.9% | $376.49M | 2M | -7% | -2.4% | |
| 10 | 4.4% | $335.11M | 4M | -4% | -0.7% | |
| 11 | 4.0% | $304.56M | 14M | -0% | +7.9% | |
| 12 | 3.2% | $243.91M | 25M | +9% | +62.1% | |
| 13 | 2.6% | $195.18M | 1M | -14% | -11.7% | |
| 14 | 2.3% | $176.77M | 4M | -18% | +15.6% | |
| 15 | 1.9% | $148.40M | 1M | New | +38.4% | |
| 16 | 1.4% | $108.79M | 1M | -11% | -23.1% | |
| 17 | 1.4% | $104.25M | 6M | -2% | +4.0% | |
| 18 | 0.7% | $56.34M | 4M | +427% | +25.8% | |
| 19 | 0.6% | $46.60M | 1M | New | +77.1% | |
| 20 | len.bLennar Corp | 0.4% | $32.30M | 0M | Unchanged | – |
| 21 | 0.0% | $1.87M | 0M | Unchanged | -15.3% | |
| 22 | 0.0% | $1.42M | 0M | Unchanged | +31.6% | |
| 23 | 0.0% | $1.15M | 0M | Unchanged | -4.6% | |
| 24 | 0.0% | $818.33K | 0M | -38% | +3.0% | |
| 25 | 0.0% | $552.70K | 0M | Unchanged | +11.8% | |
| 26 | 0.0% | $275.00K | 0M | Unchanged | +44.1% |