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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 Dec 31, 2023
4,379 Followers
Edgar Wachenheim Greenhaven Associates Inc
Hedge Fund Manager
Ranked #12 out of 487 Hedge Fund Managers
Portfolio Gain
+274.13%
Since Jan 2016
Sharpe Ratio
4.14
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$9.38B
Edgar Wachenheim manages more assets than 78% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+32.96%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
46.20% Consumer Cyclical
26.76% Financial
4.54% Technology
3.74% Industrial Goods
0.35% Energy
0.02% Healthcare
A breakdown of Greenhaven Associates Inc's portfolio by sector
Greenhaven Associates Inc Portfolio Activity
Goldman Sachs Group
Reduced
Financial
$338.56
($289.36-$387.76)
+9.66%
-0.15%
899.03M
9.52%
Toll Brothers
Reduced
Consumer Cyclical
$87.00
($68.08-$105.91)
+14.62%
-0.16%
569.97M
6.05%
WestRock
Reduced
Consumer Cyclical
$38.55
($33.53-$43.58)
+13.60%
-0.81%
556.81M
5.89%
Agilent
Not Changed
Healthcare
$119.02
($96.80-$141.24)
-1.75%
0.00%
1.49M
0.02%
TechnipFMC
Not Changed
Energy
$20.59
($18.39-$22.78)
+32.30%
0.00%
312.17K
<0.01%
International Paper Co
Added
Consumer Cyclical
$34.99
($31.77-$38.21)
-6.06%
+0.26%
355.55M
3.74%
Avnet
Added
Technology
$46.87
($42.67-$51.06)
-0.98%
+1.66%
193.27M
2.05%
Lear
Added
Consumer Cyclical
$133.59
($124.60-$142.57)
-4.95%
+0.17%
253.17M
2.68%
Charles Schwab
Not Changed
Financial
$60.03
($48.66-$71.40)
+9.29%
0.00%
1.38M
0.01%
Lennar
Added
Consumer Cyclical
$129.46
($102.90-$156.01)
+3.19%
+0.67%
1.35B
14.28%
See a list of Greenhaven Associates Inc's holdings, as reported to the SEC on Dec 31, 2023. 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 274.13%.
What is Greenhaven Associates Inc’s Sharpe Ratio?
Greenhaven Associates Inc’s Sharpe Ratio is 4.14.
What is Greenhaven Associates Inc’s portfolio value?
Greenhaven Associates Inc’s portfolio value is $9.38B.
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 15.17%.
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 50.27%.
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 32.96%.
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 Dec 31, 2023.
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 $9.38B.
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.
Disclosure on Hedge Fund Expert Ranking:
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.
Disclosure on Hedge Fund Expert Ranking:
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.