Rating #61
Edgar Wachenheim Iii
Greenhaven Associates
Portfolio value
Stocks
Performance
1 Year
+16.70%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Edgar Wachenheim Iii’s Portfolio: Q1 2026
Top10 stocks: 84.27% of the portfolio
Edgar Wachenheim III’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
3.60ppt
0.65ppt
-1.61ppt
V
Share Count Chg. (%)
Add +54.83%
0.55ppt
-0.89ppt
0.21ppt
0.41ppt
1.00ppt
1.05ppt
0.33ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  ICLR | Add +11412.08% | $136.60 | $271.15M | 3.60ppt | |
2  BAX | Add +33.80% | $19.35 | $69.94M | 0.65ppt | |
3  LEN | Add +5.33% | $108.07 | $58.14M | -1.61ppt | |
Add +54.83% | $75.53 | $32.00M | 0.55ppt | ||
5  AVTR | Add +10.21% | $9.84 | $20.60M | -0.89ppt | |
6  TMHC | Add +469.70% | $62.50 | $13.94M | 0.21ppt | |
7  TOL | Add +0.75% | $146.83 | $6.18M | 0.41ppt | |
8  OSK | Add +0.39% | $155.86 | $1.51M | 1.00ppt | |
9  SLB | Add +0.08% | $48.54 | $182.03K | 1.05ppt | |
10  NOV | Add +0.11% | $18.78 | $116.44K | 0.33ppt |
Edgar Wachenheim III’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
- | $74.50 | Add +100.00% | 12.53M | $933.20M | 15.37% 15.37ppt | 0.00% | 33 Quarters | Q1 2026 | ||
2 LEN | Residential Contractors | $66.37 | Add +5.33% | 10.63M | $923.29M | 15.21% -1.61ppt | 4.35% | 42 Quarters | Q1 2026 | |
3 TOL | Builders | $34.08 | Add +0.75% | 5.65M | $770.42M | 12.69% 0.41ppt | 5.90% | 41 Quarters | Q1 2026 | |
4  PHM | Builders | $41.17 | Cut -0.67% | 5.50M | $646.51M | 10.65% 0.13ppt | 2.83% | 16 Quarters | Q1 2026 | |
5  DHI | Builders | $63.20 | Cut -0.49% | 3.47M | $475.73M | 7.84% -0.30ppt | 1.19% | 46 Quarters | Q1 2026 | |
6 OSK | Motor Vehicle Bodies | $76.52 | Add +0.39% | 2.53M | $372.59M | 6.14% 1.00ppt | 3.94% | 15 Quarters | Q1 2026 | |
7  ARW | Wholesale-Electronic Parts | $132.47 | Cut -0.22% | 1.90M | $271.89M | 4.48% 1.09ppt | 3.66% | 13 Quarters | Q1 2026 | |
8  AVT | Wholesale-Electronic Parts | $43.14 | Cut -0.21% | 3.92M | $241.58M | 3.98% 0.92ppt | 4.81% | 15 Quarters | Q1 2026 | |
9 BAX | Surgical Instruments | $20.14 | Add +33.80% | 14.31M | $240.37M | 3.96% 0.65ppt | 2.79% | 3 Quarters | Q1 2026 | |
10 SLB | Oil & Gas Services | $38.39 | Add +0.08% | 4.66M | $239.71M | 3.95% 1.05ppt | 0.32% | 2 Quarters | Q1 2026 | |
11 ICLR | Physical & Biological Research | $110.96 | Add +11412.08% | 2.00M | $221.59M | 3.65% 3.60ppt | 2.59% | 4 Quarters | Q1 2026 | |
12  LEA | Vehicle Parts | $129.12 | Cut -4.43% | 1.70M | $205.52M | 3.38% 0.09ppt | 3.17% | 24 Quarters | Q1 2026 | |
13 AVTR | Lab Analytical Instruments | $11.95 | Add +10.21% | 22.59M | $177.14M | 2.92% -0.89ppt | 3.33% | 3 Quarters | Q1 2026 | |
14 NOV | Oil & Gas Field Machinery | $16.17 | Add +0.11% | 5.75M | $108.18M | 1.78% 0.33ppt | 1.58% | 11 Quarters | Q1 2026 | |
15 V VBIL | - | $75.58 | Add +54.83% | 1.20M | $90.51M | 1.49% 0.55ppt | 3.96% | 3 Quarters | Q1 2026 | |
16  MTH | Builders | $38.77 | Cut -0.72% | 1.45M | $89.97M | 1.48% -0.08ppt | 2.05% | 16 Quarters | Q1 2026 | |
17  LEN.B | Residential Contractors | $53.56 | 0.00% | 364.06K | $30.62M | 0.50% -0.06ppt | 0.15% | 34 Quarters | Q4 2024 | |
18 TMHC | Builders | $58.35 | Add +469.70% | 270.61K | $15.76M | 0.26% 0.21ppt | 0.28% | 2 Quarters | Q1 2026 | |
19  DNOW | Oil & Gas Field Machinery | $11.91 | New Buy +100.00% | 824.49K | $9.82M | 0.16% 0.16ppt | 0.53% | 1 Quarter | Q1 2026 | |
20  CRH | Hydraulic Cement | $55.13 | Cut -12.50% | 17.50K | $1.84M | 0.03% -0.01ppt | 0.00% | 11 Quarters | Q1 2026 |
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