Rating #71
Edgar Wachenheim Iii
Greenhaven Associates
Portfolio value
Stocks
Performance
1 Year
+6.78%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Edgar Wachenheim Iii’s Portfolio: Q4 2025
Top10 stocks: 86.70% of the portfolio
Edgar Wachenheim III’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
1.13ppt
-1.69ppt
0.33ppt
V
Share Count Chg. (%)
Add +54.55%
0.37ppt
0.56ppt
-0.04ppt
-0.10ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  BAX | Add +70.05% | $20.01 | $88.14M | 1.13ppt | |
2  LEN | Add +4.57% | $120.76 | $53.23M | -1.69ppt | |
3  AVTR | Add +11.95% | $12.31 | $26.95M | 0.33ppt | |
Add +54.55% | $75.49 | $20.59M | 0.37ppt | ||
5  TOL | Add +0.40% | $135.75 | $3.02M | 0.56ppt | |
6  MTH | Add +0.85% | $69.25 | $857.73K | -0.04ppt | |
7  ARW | Add +0.08% | $113.58 | $178.55K | -0.10ppt |
Edgar Wachenheim III’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  GM | Motor Vehicle Bodies | $81.32 | New Buy +100.00% | 15.18M | $1.23B | 20.01% 20.01ppt | 1.58% | 1 Quarter | Q4 2025 | |
2 LEN | Residential Contractors | $65.27 | Add +4.57% | 10.09M | $1.04B | 16.82% -1.69ppt | 4.00% | 41 Quarters | Q4 2025 | |
3 TOL | Builders | $33.31 | Add +0.40% | 5.60M | $757.66M | 12.28% 0.56ppt | 5.79% | 40 Quarters | Q4 2025 | |
4  PHM | Builders | $41.17 | Cut -0.64% | 5.53M | $648.97M | 10.52% -0.67ppt | 2.82% | 15 Quarters | Q4 2025 | |
5  DHI | Builders | $63.20 | Cut -4.22% | 3.48M | $501.82M | 8.13% -1.24ppt | 1.18% | 45 Quarters | Q4 2025 | |
6  OSK | Motor Vehicle Bodies | $76.24 | Cut -0.21% | 2.52M | $316.75M | 5.13% 0.15ppt | 3.93% | 14 Quarters | Q4 2025 | |
7 AVTR | Lab Analytical Instruments | $12.37 | Add +11.95% | 20.50M | $234.94M | 3.81% 0.33ppt | 3.01% | 2 Quarters | Q4 2025 | |
8 ARW | Wholesale-Electronic Parts | $132.47 | Add +0.08% | 1.90M | $209.34M | 3.39% -0.10ppt | 3.68% | 12 Quarters | Q4 2025 | |
9 BAX | Surgical Instruments | $21.26 | Add +70.05% | 10.69M | $204.35M | 3.31% 1.13ppt | 2.08% | 2 Quarters | Q4 2025 | |
10  LEA | Vehicle Parts | $129.12 | Cut -1.10% | 1.78M | $203.53M | 3.30% 0.55ppt | 3.34% | 23 Quarters | Q4 2025 | |
11  AVT | Wholesale-Electronic Parts | $43.14 | Cut -0.00% | 3.93M | $188.90M | 3.06% -0.06ppt | 4.73% | 14 Quarters | Q4 2025 | |
12  SLB | Oil & Gas Services | $38.38 | New Buy +100.00% | 4.66M | $178.88M | 2.90% 2.90ppt | 0.32% | 1 Quarter | Q4 2025 | |
13  MRP | Real Estate | $26.51 | Cut -0.10% | 4.60M | $137.30M | 2.23% -0.13ppt | 2.77% | 4 Quarters | Q4 2025 | |
14 MTH | Builders | $38.77 | Add +0.85% | 1.47M | $96.42M | 1.56% -0.04ppt | 2.07% | 15 Quarters | Q4 2025 | |
15  NOV | Oil & Gas Field Machinery | $16.16 | Cut -0.04% | 5.75M | $89.80M | 1.46% 0.30ppt | 1.55% | 10 Quarters | Q4 2025 | |
16 V VBIL | - | $75.55 | Add +54.55% | 772.73K | $58.29M | 0.94% 0.37ppt | 2.56% | 2 Quarters | Q4 2025 | |
17  LEN.B | Residential Contractors | $53.56 | 0.00% | 364.06K | $34.63M | 0.56% -0.10ppt | 0.14% | 33 Quarters | Q4 2024 | |
18  TFX | Surgical Instruments | $122.04 | New Buy +100.00% | 122.08K | $14.90M | 0.24% 0.24ppt | 0.28% | 1 Quarter | Q4 2025 | |
19  C | National Banks | $51.27 | Cut -60.06% | 33.26K | $3.88M | 0.06% -0.07ppt | 0.00% | 17 Quarters | Q4 2025 | |
20  ICLR | Physical & Biological Research | $145.45 | Cut -0.09% | 17.39K | $3.17M | 0.05% 0.01ppt | 0.02% | 3 Quarters | Q4 2025 |
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