13F portfolio / Value
Greenhaven Associates
Edgar Wachenheim III (founder, CEO)
Edgar Wachenheim III founded Greenhaven Associates in 1987, originally as a branch of Central National-Gottesman, and has led it since.
The firm is based in Purchase, NY, according to its SEC filings.
Its earliest 13F holdings report on SEC EDGAR was filed in May 1999.
- Reported 13F value
- $8.7B
- Positions
- 28
- Est. 1-yearEstimate
- —SPY +15.7%
- Est. 3-year, annualizedEstimate
- —SPY +22.8%
As of Jun 30, 2026 · filed Jul 28, 2026
Holdings
4 new · 7 added · 9 trimmed · 8 unchanged · 3 sold out
| 1 | LEN on Yahoo Finance (opens in a new tab) | Lennar Corporation - A (LEN)COMMON | 11.8% | $1.0B | 11,316,279 | Added +6.4% | $107.03* | $76.89 | -28.2% |
| 2 | — | General Motors Co (GM)COMMON | 11.5% | $992M | 12,873,506 | Added +2.8% | — | — | — |
| 3 | TOL on Yahoo Finance (opens in a new tab) | Toll Brothers, Inc. (TOL)COMMON | 10.7% | $928M | 5,630,109 | Unchanged | $77.29* | $133.62 | +72.9% |
| 4 | BDX on Yahoo Finance (opens in a new tab) | Becton Dickinson & Co (BDX)COMMON | 9.9% | $860M | 5,681,708 | New | $147.89 | $190.79 | +29.0% |
| 5 | PHM on Yahoo Finance (opens in a new tab) | PulteGroup Inc. (PHM)COMMON | 8.6% | $749M | 5,455,949 | Trimmed -0.7% | $75.39* | $112.57 | +49.3% |
| 6 | DHI on Yahoo Finance (opens in a new tab) | D R Horton, Inc. (DHI)COMMON | 6.6% | $571M | 3,505,800 | Added +1.1% | $111.06* | $139.38 | +25.5% |
| 7 | ICLR on Yahoo Finance (opens in a new tab) | Icon Plc (ICLR)COMMON | 6.2% | $539M | 3,100,615 | Added +54.8% | $133.34 | $170.14 | +27.6% |
| 8 | ACN on Yahoo Finance (opens in a new tab) | Accenture Plc (ACN)COMMON | 4.9% | $421M | 3,384,681 | New | $170.05 | $225.94 | +32.9% |
| 9 | OSK on Yahoo Finance (opens in a new tab) | Oshkosh Corp (OSK)COMMON | 4.5% | $393M | 2,558,680 | Added +1.1% | $95.32* | $127.12 | +33.4% |
| 10 | ARW on Yahoo Finance (opens in a new tab) | Arrow Electronics Inc (ARW)COMMON | 4.3% | $376M | 1,764,153 | Trimmed -6.9% | $126.92* | $215.46 | +69.8% |
| 11 | AVT on Yahoo Finance (opens in a new tab) | Avnet Inc (AVT)COMMON | 3.9% | $335M | 3,772,861 | Trimmed -3.8% | $44.92* | $90.72 | +102.0% |
| 12 | BAX on Yahoo Finance (opens in a new tab) | Baxter International Inc (BAX)COMMON | 3.5% | $305M | 14,285,228 | Unchanged | $22.10 | $25.26 | +14.3% |
| 13 | AVTR on Yahoo Finance (opens in a new tab) | Avantor Inc (AVTR)COMMON | 2.8% | $244M | 24,637,310 | Added +9.0% | $12.22 | $16.03 | +31.2% |
| 14 | LEA on Yahoo Finance (opens in a new tab) | Lear Corporation (LEA)COMMON | 2.3% | $195M | 1,455,933 | Trimmed -14.2% | $126.56* | $121.18 | -4.3% |
| 15 | SLB on Yahoo Finance (opens in a new tab) | SLB Ltd (SLB)COMMON | 2.0% | $177M | 3,802,344 | Trimmed -18.5% | $35.49 | $49.37 | +39.1% |
| 16 | IQV on Yahoo Finance (opens in a new tab) | Iqvia Hldgs Inc (IQV)COMMON | 1.7% | $148M | 768,045 | New | $174.38 | $264.14 | +51.5% |
| 17 | MTH on Yahoo Finance (opens in a new tab) | Meritage Homes Corp (MTH)COMMON | 1.3% | $109M | 1,297,494 | Trimmed -10.8% | $65.87* | $58.92 | -10.6% |
| 18 | NOV on Yahoo Finance (opens in a new tab) | Nov Inc (NOV)COMMON | 1.2% | $104M | 5,620,019 | Trimmed -2.3% | $15.41* | $18.85 | +22.4% |
| 19 | DNOW on Yahoo Finance (opens in a new tab) | Dnow Inc (DNOW)COMMON | 0.7% | $56M | 4,343,617 | Added +426.8% | $13.09 | $15.47 | +18.2% |
| 20 | VBIL on Yahoo Finance (opens in a new tab) | Vanguard 0-3M T-Bill ETF (VBIL)ETF | 0.6% | $50M | 662,000 | Trimmed -44.7% | $73.07 | $75.64 | +3.5% |
| 21 | EPAM on Yahoo Finance (opens in a new tab) | Epam Sys Inc (EPAM)COMMON | 0.5% | $47M | 587,300 | New | $105.68 | $121.44 | +14.9% |
| 22 | LEN/B on Yahoo Finance (opens in a new tab) | Lennar Corporation - B SHS (LEN/B)COMMON | 0.4% | $32M | 364,059 | Unchanged | $93.53* | $76.27 | -18.5% |
| 23 | CRH on Yahoo Finance (opens in a new tab) | CRH Plc (CRH)COMMON | 0.0% | $2M | 17,500 | Unchanged | $52.36* | $83.32 | +59.1% |
| 24 | A on Yahoo Finance (opens in a new tab) | Agilent Technologies, Inc. (A)COMMON | 0.0% | $1M | 10,700 | Unchanged | $110.99* | $172.32 | +55.2% |
| 25 | SCHW on Yahoo Finance (opens in a new tab) | Charles Schwab Corporation (SCHW)COMMON | 0.0% | $1M | 12,500 | Unchanged | $55.15* | $91.93 | +66.7% |
| 26 | JPM on Yahoo Finance (opens in a new tab) | J P Morgan Chase (JPM)COMMON | 0.0% | $818K | 2,500 | Trimmed -37.5% | $136.41* | $337.82 | +147.6% |
| 27 | UNP on Yahoo Finance (opens in a new tab) | Union Pacific Corp (UNP)COMMON | 0.0% | $553K | 2,032 | Unchanged | $197.53* | $287.24 | +45.4% |
| 28 | G on Yahoo Finance (opens in a new tab) | Genpact LTD (G)COMMON | 0.0% | $275K | 10,000 | Unchanged | $32.93 | $36.88 | +12.0% |
Sold out since Q1 2026
- —Taylor Morrison Home Corp (TMHC)$16M at Q1 2026
- TEX on Yahoo Finance (opens in a new tab)Terex Corp (TEX)$645K at Q1 2026
- STLA on Yahoo Finance (opens in a new tab)Stellantis NV (STLA)$262K at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 4. Of 2 with six months of history, 50.0% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001213900-26-082192, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.