Edgar Wachenheim III profile

Greenhaven Associates Inc (Edgar Wachenheim III)

Basic Stats

Market Value

7.53B

Top 10 (%)

79.10%

Portfolio Size

29 (-3)

Avg. Holding Period

15 years

Turnover

0.17%

Industry Breakdown

Operative Builders

19.12%

National Commercial Banks

16.46%

General Bldg Contractors - Residential Bldgs

15.95%

11.28%

Security Brokers, Dealers & Flotation Companies

9.77%

Wholesale-electronic Parts & Equipment, Nec

5.29%

Paperboard Containers & Boxes

5.23%

Household Appliances

4.17%

Paper Mills

3.85%

Motor Vehicle Parts & Accessories

3.54%

LEN(17%)GS(11%)JPM(10%)C(8%)PHM(7%)TOL(7%)DHI(7%)WRK(6%)IP(4%)$6.68B (100%)Market Value
Lennar Corporation - A (len) Website

Lennar Corporation - A (len)

LEN1.14B15.09%9.07M

-0.39%

-35.14K$125.313.18%
General Motors Co (gm) Website

General Motors Co (gm)

849.72M11.28%22.04M

8.76%

1.77M$38.56
Goldman Sachs (gs) Website

Goldman Sachs (gs)

GS733.96M9.75%2.28M

2.28%

50.77K$322.540.66%
J P Morgan Chase (jpm) Website

J P Morgan Chase (jpm)

JPM699.12M9.28%4.81M

1.44%

68.12K$145.440.16%
Citigroup Inc (c) Website

Citigroup Inc (c)

C505.10M6.71%10.97M

8.82%

889.45K$46.040.56%
Pultegroup Inc. (phm) Website

Pultegroup Inc. (phm)

PHM449.25M5.97%5.78M

2.57%

144.96K$77.682.57%
Toll Brothers, Inc. (tol) Website

Toll Brothers, Inc. (tol)

TOL437.89M5.81%5.54M

3.57%

191.01K$79.074.98%
D R Horton, Inc. (dhi) Website

D R Horton, Inc. (dhi)

DHI437.41M5.81%3.59M

-1.58%

-57.58K$121.691.05%
Westrock Co (wrk) Website

Westrock Co (wrk)

WRK394.23M5.23%13.56M

6.89%

874.75K$29.075.33%
Whirlpool Corp (whr) Website

Whirlpool Corp (whr)

WHR314.23M4.17%2.11M

-0.70%

-14.86K$148.793.85%
International Paper Co (ip) Website

International Paper Co (ip)

IP290.23M3.85%9.12M

43.34%

2.76M$31.812.61%
Lear Corporation (lea) Website

Lear Corporation (lea)

LEA259.69M3.45%1.81M

4.66%

80.48K$143.553.04%
Arrow Electronics Inc (arw) Website

Arrow Electronics Inc (arw)

ARW214.56M2.85%1.50M

122.93%

826.05K$143.232.55%
Oshkosh Corp (osk) Website

Oshkosh Corp (osk)

OSK204.16M2.71%2.36M

20.46%

400.52K$86.593.60%
Avnet Inc (avt) Website

Avnet Inc (avt)

AVT183.76M2.44%3.64M

15.36%

484.99K$50.453.98%

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