Edgar Wachenheim - Greenhaven Associates Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $6.07 B GM LEN TOL PHM DHI OSK ARW AVT BAX SLB ICLR LEA AVTR NOV VBIL MTH LEN.B TMHC DNOW CRH
2025   Q4 $6.17 B GM LEN TOL PHM DHI OSK AVTR ARW BAX LEA AVT SLB MRP MTH NOV VBIL LEN.B TFX C ICLR
2025   Q3 $6.58 B GM LEN TOL PHM DHI OSK ARW AVTR AVT LEA MRP BAX MTH NOV TEX LEN.B VBIL C CRH ICLR
2025   Q2 $6.72 B C GM LEN TOL PHM DHI OSK ARW MRP AVT LEA MTH TEX NOV LEN.B CRH ICLR GS SCHW A
2025   Q1 $6.29 B C GM LEN TOL PHM DHI OSK MRP ARW AVT LEA MTH NOV TEX LEN.B G CRH A GS JPM
2024   Q4 $6.76 B GM LEN C TOL PHM DHI OSK ARW AVT LEA MTH TEX CRH G LEN.B NOV IP A GS JPM
2024   Q3 $8.53 B LEN GM C CRH TOL PHM DHI OSK ARW AVT LEA MTH TEX LEN.B G NOV GS A IP SCHW
2024   Q2 $7.61 B LEN GM C CRH TOL PHM DHI OSK IP ARW LEA AVT MTH TEX LEN.B G NOV GS A JPM
2024   Q1 $10.86 B LEN GM C GS CRH JPM TOL PHM WRK DHI IP OSK LEA ARW AVT MTH TEX LEN.B G NOV
2023   Q4 $9.38 B LEN GS C GM JPM CRH PHM TOL WRK DHI IP OSK LEA ARW AVT MTH TEX LEN.B NOV G
2023   Q3 $7.71 B LEN GS GM JPM CRH C WRK PHM TOL DHI IP LEA OSK ARW WHR AVT MTH LEN.B TEX NOV
2023   Q2 $7.53 B LEN GM GS JPM C PHM DHI TOL WRK WHR IP LEA ARW OSK AVT CRH MTH LEN.B TEX BAC
2023   Q1 $6.44 B LEN GM GS JPM C WRK DHI PHM TOL WHR LEA IP OSK AVT MTH CRH ARW F LEN.B GIL
2022   Q4 $5.63 B LEN GS JPM GM WHR WRK C DHI TOL PHM IP OSK LEA SWK MTH CRH AVT LEN.B BAC GIL
2022   Q3 $4.75 B LEN GS JPM GM WHR WRK C DHI TOL PHM IP OSK LEA SWK CRH MTH AVT LEN.B GIL PSQ
2022   Q2 $4.63 B GS LEN JPM GM WHR WRK C DHI TOL IP PHM SWK LEA MTH LEN.B CRH PSQ SH ALV MDC
2022   Q1 $3.77 B GS GM LEN WHR WRK C TOL IP JPM DHI LEN.B SWK LEA PSQ SH A SCHW MDC MS BRK.B
2021   Q4 $3.95 B LEN GS GM WHR TOL C DHI IP LEN.B LEA PSQ SH SCHW A MDC BRK.B JPM MS MMM RVTY
2021   Q3 $3.00 B GS LEN WHR GM TOL DHI LEN.B MS LEA PSQ SH SCHW A CF MDC JPM BRK.B MMM UNP
2021   Q2 $3.42 B GS LEN GM WHR TOL DHI LEN.B LEA MS PSQ SCHW SH BRK.B BU3 CF A MDC JPM MMM UNP
2021   Q1 $4.43 B GS LEN WHR GM MS TOL DE CF DHI LEA SCHW BRK.B PHM BU3 LEN.B OC PSQ SH ALV MDC
2020   Q4 $5.31 B GS GM MS LEN WHR DE C TOL DHI F CF SCHW BRK.B PHM LEA BU3 ADNT OC LEN.B PWR
2020   Q3 $4.55 B LEN GS GM WHR DE MS DHI TOL F SCHW CF BRK.B PHM C LEA BU3 OC LEN.B ADNT PWR
2020   Q2 $4.52 B GS LEN MS DHI WHR GM DE PHM TOL F SCHW C FDX CF BRK.B MHK KBH OC BU3 PWR
2020   Q1 $2.69 B GS LEN C DHI WHR GM F DE MS TOL PHM AXP JPM PWR KBH LEN.B ADNT MHK LEVI OC
2019   Q4 $4.48 B C GS GM LEN DHI WHR F TOL PWR PHM ADNT LEN.B TPH TMHC FDX MMM A JPM AMTD UNP
2019   Q3 $4.95 B C GM GS LEN WHR DHI F JPM FDX TOL PHM PWR ADNT TPH LEN.B TMHC MS RSP MMM A
2019   Q2 $5.73 B C GM GS JPM LEN FDX WHR DHI F EADSY PHM TOL PWR TMHC TPH ADNT KKR LEN.B RSP MTH
2019   Q1 $5.63 B C GM GS JPM FDX LEN WHR DHI EADSY F PHM TOL PWR TPH TMHC ACM STLA ADNT LEN.B MMM
2018   Q4 $5.19 B GM C GS EADSY JPM FDX LEN WHR DHI F PHM TOL PWR TPH TMHC ACM ADNT LEN.B MMM MTH
2018   Q3 $6.46 B C GS EADSY GM FDX JPM LEN DHI WHR F PHM TOL PWR ADNT TPH ACM TMHC LEN.B MMM MTH
2018   Q2 $6.68 B C GM GS EADSY FDX JPM LEN WHR F DHI PHM TOL ADNT PWR TPH TMHC ACM LEN.B MMM PX
2018   Q1 $6.36 B GS C EADSY JPM FDX LEN WHR DHI PHM TOL F GM ADNT TPH TMHC ACM PWR LEN.B MMM PX
2017   Q4 $6.63 B GS EADSY C FDX JPM WHR DHI LEN PHM TOL CAA F ADNT TPH USG TMHC ACM LEN.B MMM PX
2017   Q3 $6.66 B GS EADSY C FDX JPM LOW WHR DHI LEN BA TOL ADNT PHM CAA USG TPH ACM TMHC MMM PX
2017   Q2 $6.61 B GS C EADSY FDX JPM BA LOW WHR LEN DHI TOL PHM CAA ADNT USG TPH ACM TMHC MMM PX
2017   Q1 $6.30 B GS EADSY C JPM FDX LOW BA WHR LEN DHI OC TOL PHM CAA USG TPH ACM MMM PX TMHC
2016   Q4 $5.93 B GS C JPM EADSY FDX LOW WHR BA LEN DHI OC TOL PHM USG CAA ACM TPH MMM PX CNMGF
2016   Q3 $5.24 B FDX GS LOW C EADSY JPM WHR BA LEN DHI OC PHM TOL USG TPH ACM CAA MMM PX A
2016   Q2 $5.10 B FDX LOW GS JPM EADSY C WHR LEN DHI BA OC USG PHM TOL TPH MAS ACM MMM CAA PX
2016   Q1 $5.23 B FDX LOW GS JPM EADSY WHR C LEN DHI OC BA USG MMM MAS PHM TPH WFC ELUXY TOL CAA
2015   Q4 $5.26 B LOW FDX GS JPM EADSY WHR C MMM DHI LEN UPS OC USG MAS WFC TPH ELUXY PHM PX ARG
2015   Q3 $5.01 B LOW FDX GS JPM UPS EADSY WHR MMM C ARG OC DHI PX MAS WFC ELUXY USG BA AMIC A
2015   Q2 $5.47 B FDX LOW GS JPM UPS EADSY WHR MMM C ARG OC DHI PX MAS WFC ELUXY BA CNW USG AMIC
2015   Q1 $5.55 B LOW FDX GS JPM WHR UPS EADSY SLB MMM C ARG OC PX MAS WFC DHI BA CNW USG BHI
2014   Q4 $5.56 B FDX LOW UPS GS WHR JPM MMM SLB C PX BA DVN ARG OC SJR MAS DHI WFC USG BHI
2014   Q3 $5.20 B FDX LOW BHI UPS GS MMM SLB WHR PX C DVN BA SJR LUV MSFT OC MAS A APD AMIC
2014   Q2 $5.25 B BHI FDX LOW UPS SLB MMM GS WHR DVN LUV SJR BA APD TEL A PX MSFT OC AVT ARW
2014   Q1 $4.86 B BHI FDX LOW UPS MMM WHR SLB APD LUV DVN TEL BA SJR A PX MSFT OC AVT ARW WFC
2013   Q4 $4.77 B FDX LOW BHI UPS APD MMM WHR TEL LUV BA A DVN SJR MSFT PX RVTY OC AVT ARW PAA
2013   Q3 $3.16 B LOW FDX UPS WHR MMM DVN TEL A LUV PX MSFT SJR RVTY PAA PA5 AMTD
2013   Q2 $3.74 B LOW FDX BHI UPS APD MMM WHR TEL BA DVN A LUV PX RVTY MOLX AVT ARW MHK LII PAA
2013   Q1 $3.65 B LOW FDX BHI UPS APD MMM WHR DVN TEL BA A LUV HD RVTY PX MOLX MHK LII PAA MOLXA
2012   Q4 $3.28 B LOW FDX APD BHI UPS MMM DVN WHR EQT TEL A BA HD RVTY PX LUV MOLX MHK LII SWN
2012   Q3 $3.23 B FDX LOW APD MMM BHI DVN UPS EQT WHR TEL A HD SWN RVTY PX MOLX LUV MHK LII PAA
2012   Q2 $3.13 B FDX LOW UPS MMM APD DVN BHI EQT A TEL WHR HD SWN PX RVTY COL MOLX LII MHK LUV
2012   Q1 $2.53 B DVN APD UPS MMM BHI EQT A TEL WHR COL HD PX SWN RVTY MOLX LII MHK PAA MOLXA AMIC
2011   Q4 $2.98 B FDX LOW MMM APD DVN UPS BHI EQT COL TEL A HD WHR PX MOLX RVTY EMR LII IBM MHK
2011   Q2 $2.88 B MMM APD DVN IBM BDX UPS EQT LOW COL BHI TEL PX EMR WHR A RVTY TMO MOLX UNP PAA
2011   Q1 $2.42 B FDX DVN MMM IBM A UPS COL EQT TEL EMR PX UNP TMO PA5 RVTY MOLX MOLXA
2010   Q4 $2.20 B DVN FDX MMM A IBM PA5 COL EQT TMO UNP EMR PX RVTY MOLX UPS MOLXA
2010   Q3 $2.51 B FDX MMM DVN APD BDX A WMB BHI PA5 UNP COL EQT TMO EMR PX RVTY MOLX XRX PAA PHM
2010   Q2 $2.26 B MMM DVN FDX UNP BDX APD A WMB BHI PA5 TMO EQT COL EMR RVTY PX XRX NSC MOLX SPR
2010   Q1 $1.88 B FDX MMM DVN UNP A PA5 EQT TMO COL EMR XRX RVTY PX NSC SPR
2009   Q4 $2.32 B MMM FDX DVN A UNP WMB APD PA5 EQT BHI TMO COL EMR XRX NSC BDX RVTY HIG SPR ADP
2009   Q3 $2.05 B MMM FDX A DVN UNP APD BHI PA5 EQT WMB TMO COL BNI HIG EMR XRX NSC RVTY SPR BA
2009   Q2 $1.26 B MMM FDX A UNP DVN BA EQT PA5 COL BNI TMO XRX NSC CSX SPR BRKR HGTXU HXL SSCCQ UNM
2009   Q1 $786 M MMM FDX UNP BA DVN A TM EQT COL BNI NSC HMC XRX CSX HGTXU SPR SSCCQ
2008   Q4 $1.04 B MMM FDX TM UNP HMC BA APD COL XRX BNI PAA SSCCQ
2008   Q3 $1.75 B MMM 6683 TM FDX HMC UNP BA UNM COL BNI XRX SSCCQ NSC AAIG
2008   Q2 $2.22 B HIG MMM TM FDX HMC AAIG UNP UNM C AAP BNI XRX SSCCQ NSC PAA
2008   Q1 $2.65 B 6683 MMM TM AAIG FDX UNP HMC BNI AAP UNM SSCCQ XRX NSC APOG
2007   Q4 $2.99 B HIG AAIG MMM TM FDX UNP BNI HMC AAP C NSC UNM SSCCQ PAA CVCO
2007   Q3 $3.05 B UNP MMM HIG AAIG TM BNI HMC AAP UNM NSC C SSCCQ PAA
2007   Q2 $2.86 B UNP HIG MMM TM HMC BNI UNM AAP NSC C IBM PAA CSX YARIY VCTL
2007   Q1 $3.42 B UNP HIG AAIG MMM 6683 TM BNI HMC AAP UNM NSC AAGBP CSX SSCCQ YARIY 9895616Q GEL PAA VCTL
2006   Q4 $3.02 B UNP TM AAIG MMM HMC BNI 6683 AAP UNM AAGBP YARIY NSC CSX SSCCQ WY GEL PAA
2006   Q3 $3.07 B TM UNP AAIG HIG WY BNI HMC AAP UNM AAGBP YARIY NSC MDC FQGA SSCCQ CSX GEL PAA TOL CSARQ
2006   Q2 $2.95 B TM UNP AAIG HIG BNI HMC WY UNM AAP AAGBP NSC YARIY MDC FQGA SSCCQ CSX GEL CPCAY PAA APC
2006   Q1 $3.22 B TM UNP AAIG APC BNI HMC AAP WY UNM AAGBP MDC NSC FQGA YARIY SSCCQ IP CSX GEL CPCAY LFB
2005   Q4 $2.59 B TM UNP APC AAIG BNI AAP 3570354Q WY AAGBP HMC YARIY FQGA IP LFB CPCAY GEL TOL LEN PAA LEN.B
2005   Q3 $2.64 B 3570354Q TM APC UNP BNI AAP UNM AAIG WY YARIY FQGA AAGBP HMC IP SSCCQ LEN.B PHM LEN LFB GEL
2005   Q2 $2.39 B 3570354Q APC UNP TM AAP UNM WY LEN AAGBP YARIY PHM FQGA IP HMC KBH LEN.B BNI SSCCQ GEL PAA
2005   Q1 $1.60 B APC UNP TM PHM AAP WY 3423152Q LEN YARIY IP BNI LEN.B KBH SSCCQ GEL RYL PAA TOL
2004   Q4 $1.41 B APC UNP PHM AAP TM BNI 3423152Q LEN YARIY WY MWV IP KBH SSCCQ LEN.B DHI PAA TIN GEL RDPL
2004   Q3 $1.74 B 3570354Q UNP PHM RDPL UNM CVX BNI LEN AAP DHI 3423152Q YARIY TOL KBH DOFSQ LEN.B PAA GEL RYL LFB
2004   Q2 $1.82 B 3570354Q PHM APC UNP RDPL UNM CVX DHI BNI LEN TOL R YARIY DOFSQ RYL PAA LEN.B KBH GEL LFB
2004   Q1 $1.86 B 3570354Q PHM APC RDPL UNM DHI LEN CVX R DE GD ECA TOL BNI DOFSQ KBH RYL LEN.B PAA CVCO
2003   Q4 $1.93 B 3570354Q PHM APC R DE UNM DHI LEN CVX RDPL GD TKN SNA ECA TOL BNI DOFSQ RYL KBH LEN.B
2003   Q3 $1.70 B 3570354Q PHM DE APC R UNM LAB LEN DHI GD TKN SNA ECA 8214761Q TOL BNI FRO MOO RYL KBH
2003   Q2 $1.70 B 3570354Q PHM DE R LAB ECA 8214761Q UNM LEN DHI GD A TKN AAGBP SNA MOO BNI TOL CVX FRO
2003   Q1 $794 M DE LAB ECA 8214761Q LEN UNM TKN DHI A SNA AAGBP MOO BNI EP TOL FRO KBH RYL CENX DLI
2002   Q4 $813 M DE UNM ECA LAB 8214761Q LEN DOW TKN SNA AAGBP MOO DHI BNI TOL FRO CENX KBH LFB DLI OME
2002   Q3 $1.23 B 3570354Q ECA PHM DE R UNM LEN 8214761Q EP DOW AAGBP SNA TKN MOO BNI DHI TOL KBH OMM CENX
2002   Q2 $1.58 B 3570354Q ECA PHM DE UNM R EP 8214761Q LEN DOW AAGBP SNA TKN BNI DHI TOL CENX FRO NCX OMM
2002   Q1 $724 M 8214761Q 735553Q LEN DE AAGBP DOW SNA DHI TKN BNI 3321267Q NCX MEOH TOL CENX KWD FRO KBH UNM GTIV
2001   Q4 $1.41 B 3570354Q DE 735553Q PHM UNM R 8214761Q AAGBP DHI GTIV SNA DOW TKN LEN BNI RYL 3321267Q NCX TOL MEOH
2001   Q3 $965 M DE 735553Q PHM UNM DOW SFG AAGBP 8214761Q MAN BNI DHI SNA RYL MEOH TOL 3321267Q NCX VRE KWD FRO
2001   Q2 $1.17 B 3570354Q DE PHM UNM R AAGBP 8214761Q DOW MAN GTIV BNI DHI SNA RYL MEOH VRE 3321267Q TOL CENX MCL-W
2001   Q1 $1.26 B CAT DHI 3346Q PHM UNM AAGBP 838852Q SFG 8214761Q MAN SNA BNI GATX GT MEOH 3321267Q VRE RYL UNP NCX
2000   Q4 $1.30 B DE 89236Q 3570354Q PHM UNM LEN GATX SFG AAGBP R 838852Q MAN BNI SNA GT GTIV 3321267Q MEOH CAT RYL
2000   Q3 $1.15 B 3570354Q 89236Q GATX UNM DE PHM SFG R LEN 838852Q MAN SNA 3321267Q GTIV GT IP VRE BNI RYL MEOH
2000   Q2 $943 M 89236Q GATX 3570354Q R DE UNM SFG MAN PHM LEN 838852Q SNA 3321267Q GT IP BNI VRE UNP AAGBP MEOH
2000   Q1 $1.08 B USI-W 89236Q GATX R 3570354Q MAN DE UNM UH SFG 838852Q PHM 3321267Q 2323070Q SNA GT LEN VAR VRE CENX
1999   Q4 $1.05 B 2323070Q 89236Q R GATX 3570354Q MAN DE OLS UH 3321267Q UNM SFG PHM 838852Q VAR SNA MCL-W GT 590596Q AAGBP
1999   Q3 $876 M 2323070Q GATX R 89236Q MAN DE MCL-W 3321267Q UH OLS SNA SMSC 3570354Q 838852Q UNM PHM 590596Q VAR SRM AAGBP
1999   Q2 $889 M 675482Q 2323070Q GATX DE SNA MAN UH 3321267Q 89236Q AAGBP GOU SMSC SRM 590596Q VAR PHM 8214761Q GT ADAPQ R
1999   Q1 $719 M AAGBP 2323070Q GATX 675482Q DE 1365199D MCL-W UH SNA MAN 3321267Q 590596Q 222435Q 89236Q SRM GT FDP 81814Q 1320Z RYL
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