Edgar Wachenheim III

Greenhaven Associates

1 interview in Graham & Doddsville.

Spring 2026 Interview, p. 45 ↗
Ed Wachenheim on homebuilders that moved to a land-light model, NVR as the template, and why Greenhaven sits on roughly 48% cash.
Companies: NVR, Toll Brothers, Lennar, D.R. Horton, PulteGroup, NOV Housing Portfolio construction Career advice