Canonical: https://ownershiptrace.com/13f/investors/38

# Greenhaven Associates portfolio — 13F holdings Q2 2026

Greenhaven Associates (Edgar Wachenheim III) reported 27 long positions worth $8.7 billion as of 2026-06-30. Top holdings: LENNAR CORP /NEW/, General Motors Co, Toll Brothers, Inc., BECTON DICKINSON & CO, PULTEGROUP INC/MI/. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.

## Reported share positions (up to 20)

| Company | Report period | Value | Portfolio weight | Change | Source |
|  --- | --- | --- | --- | --- | --- |
| [LENNAR CORP /NEW/](https://ownershiptrace.com/13f/companies/30) | 2026-06-30 | 1056305761.00 USD | 12.20% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [General Motors Co](https://ownershiptrace.com/13f/companies/329) | 2026-06-30 | 992289842.00 USD | 11.46% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [Toll Brothers, Inc.](https://ownershiptrace.com/13f/companies/1384) | 2026-06-30 | 927560458.00 USD | 10.71% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [BECTON DICKINSON & CO](https://ownershiptrace.com/13f/companies/906) | 2026-06-30 | 859812872.00 USD | 9.93% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [PULTEGROUP INC/MI/](https://ownershiptrace.com/13f/companies/358) | 2026-06-30 | 748610762.00 USD | 8.64% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [HORTON D R INC /DE/](https://ownershiptrace.com/13f/companies/354) | 2026-06-30 | 571024704.00 USD | 6.59% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [ICON PLC](https://ownershiptrace.com/13f/companies/641) | 2026-06-30 | 538607832.00 USD | 6.22% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [Accenture plc](https://ownershiptrace.com/13f/companies/113) | 2026-06-30 | 421189704.00 USD | 4.86% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [OSHKOSH CORP](https://ownershiptrace.com/13f/companies/445) | 2026-06-30 | 392706206.00 USD | 4.53% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [ARROW ELECTRONICS, INC.](https://ownershiptrace.com/13f/companies/1459) | 2026-06-30 | 376487892.00 USD | 4.35% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [AVNET INC](https://ownershiptrace.com/13f/companies/472) | 2026-06-30 | 335105514.00 USD | 3.87% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [BAXTER INTERNATIONAL INC](https://ownershiptrace.com/13f/companies/903) | 2026-06-30 | 304561061.00 USD | 3.52% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [Avantor, Inc.](https://ownershiptrace.com/13f/companies/887) | 2026-06-30 | 243909369.00 USD | 2.82% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [LEAR CORP](https://ownershiptrace.com/13f/companies/473) | 2026-06-30 | 195182378.00 USD | 2.25% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [SLB LIMITED/NV](https://ownershiptrace.com/13f/companies/793) | 2026-06-30 | 176770973.00 USD | 2.04% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [IQVIA HOLDINGS INC.](https://ownershiptrace.com/13f/companies/297) | 2026-06-30 | 148401655.00 USD | 1.71% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [Meritage Homes CORP](https://ownershiptrace.com/13f/companies/1727) | 2026-06-30 | 108794872.00 USD | 1.26% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [NOV Inc.](https://ownershiptrace.com/13f/companies/1247) | 2026-06-30 | 104251352.00 USD | 1.20% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [DNOW Inc.](https://ownershiptrace.com/13f/companies/623) | 2026-06-30 | 56336712.00 USD | 0.65% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| [Vanguard 0-3 Month Treasury Bill ETF](https://ownershiptrace.com/13f/companies/7896) | 2026-06-30 | 50100160.00 USD | 0.58% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-07-28 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-082192-index.html) |
| 2026-03-31 | 2026-04-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-040342-index.html) |
| 2025-12-31 | 2026-01-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-26-002117-index.html) |
| 2025-09-30 | 2025-11-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-25-105801-index.html) |
| 2025-06-30 | 2025-07-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-25-061983-index.html) |
| 2025-03-31 | 2025-04-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-25-027816-index.html) |
| 2024-12-31 | 2025-01-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-25-004393-index.html) |
| 2024-09-30 | 2024-10-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-24-084495-index.html) |
| 2024-06-30 | 2024-07-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-24-061218-index.html) |
| 2024-03-31 | 2024-04-26 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-24-036426-index.html) |
| 2023-12-31 | 2024-01-09 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-24-002203-index.html) |
| 2023-09-30 | 2023-10-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001013762-23-000744-index.html) |
| 2023-06-30 | 2023-07-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-23-056683-index.html) |
| 2023-03-31 | 2023-04-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-23-026907-index.html) |
| 2022-12-31 | 2023-01-10 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-23-001958-index.html) |
| 2022-09-30 | 2022-10-05 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-22-062120-index.html) |
| 2022-06-30 | 2022-08-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-22-043205-index.html) |
| 2022-03-31 | 2022-05-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0001213900-22-023839-index.html) |
| 2021-12-31 | 2022-01-18 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0000891092-22-000099-index.html) |
| 2021-09-30 | 2021-10-12 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/846222/0000891092-21-006789-index.html) |

Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.

This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.

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