Edgar Wachenheim III - Greenhaven Associates Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Greenhaven Associates portfolio managed by Edgar Wachenheim III was diversified across 7 sectors, according to the most recent SEC 13F filing dated Jan 07, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Consumer Cyclical sector represents the largest share at 53.2% of total portfolio value, followed by Consumer Cyclical and ETF and Healthcare. Together, the top three sectors account for 82.9% of the portfolio, reflecting Edgar Wachenheim III's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Consumer Cyclical | 53.22% | |
| ETF | 22.35% | |
| Healthcare | 7.38% | |
| Technology | 6.45% | |
| Industrials | 5.21% | |
| Energy | 4.36% | |
| Financial Services | 0.10% | |