Edgar Wachenheim III – Greenhaven Associates Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Greenhaven Associates portfolio managed by Edgar Wachenheim III was diversified across 7 sectors, according to the most recent SEC 13F filing dated Jul 08, 2025. 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 45.6% of total portfolio value, followed by ETF and Financial Services and Technology. Together, the top three sectors account for 86.9% 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.