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Greenhaven Associates Inc - Edgar Wachenheim

Greenhaven Associates Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Edgar Wachenheim

Edgar Wachenheim
Greenhaven Associates Inc

Hedge Fund Manager
Ranked #15 out of 487 Hedge Fund Managers

Portfolio Gain

+372.88%
Since Jan 2016

Sharpe Ratio

4.53
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$8.53B
Edgar Wachenheim manages more assets than 76% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+41.95%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
51.69% Consumer Cyclical
12.38% Financial
6.01% Technology
3.90% Industrial Goods
0.38% Energy
0.02% Healthcare
A breakdown of Greenhaven Associates Inc's portfolio by sector

Greenhaven Associates Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Goldman Sachs Group
Reduced
Financial
$477.31
($437.37-$517.26)
+17.42%
-84.21%
4.48M
0.05%
International Paper Co
Reduced
Consumer Cyclical
$46.47
($42.26-$50.68)
+19.37%
-99.35%
1.72M
0.02%
Genpact
Added
Technology
$35.16
($30.38-$39.95)
+13.26%
+0.24%
48.77M
0.57%
Charles Schwab
Not Changed
Financial
$68.86
($61.01-$76.70)
+24.16%
0.00%
1.30M
0.02%
JPMorgan Chase & Co.
Reduced
Financial
$208.19
($190.90-$225.48)
+15.99%
-33.33%
1.05M
0.01%
Meritage
Reduced
Consumer Cyclical
$183.04
($152.10-$213.98)
-13.08%
-3.60%
152.65M
1.79%
Toll Brothers
Reduced
Consumer Cyclical
$132.43
($108.86-$156.00)
-1.63%
-0.43%
856.20M
10.02%
Arrow Electronics
Added
Technology
$126.86
($116.80-$136.93)
-14.39%
+0.08%
250.30M
2.94%
Lear
Added
Consumer Cyclical
$114.26
($101.67-$126.85)
-14.84%
+0.15%
198.61M
2.33%
Avnet
Added
Technology
$51.95
($48.10-$55.80)
-3.77%
+0.06%
213.15M
2.50%
See a list of Greenhaven Associates Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Greenhaven Associates Inc's performance with other Hedge Funds and the S&P 500

Greenhaven Associates Inc activity FAQ

What is Greenhaven Associates Inc’s portfolio gain since Jun 2013?
Greenhaven Associates Inc’s portfolio gain since Jun 2013 was 372.88%.
    What is Greenhaven Associates Inc’s Sharpe Ratio?
    Greenhaven Associates Inc’s Sharpe Ratio is 4.53.
      What is Greenhaven Associates Inc’s portfolio value?
      Greenhaven Associates Inc’s portfolio value is $8.53B.
        What is Greenhaven Associates Inc’s average return since the fund’s last 13F filing?
        Greenhaven Associates Inc’s average return since the fund’s last 13F filing is 13.88%.
          What was Greenhaven Associates Inc’s average return in the last 12 months?
          Greenhaven Associates Inc’s average return in the last 12 months was 68.37%.
            What was Greenhaven Associates Inc’s average return in the last 3 years?
            Greenhaven Associates Inc’s average return in the last 3 years was 41.95%.
              When was the most recent most recent 13F form submitted by Greenhaven Associates Inc?
              Greenhaven Associates Inc's most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Edgar Wachenheim Net Worth?
                  Edgar Wachenheim is Managing Greenhaven Associates Inc which has a net worth of $8.53B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Edgar Wachenheim and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.