Lennar Corp. (LEN)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.42%
Hold Price * :$187.48
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Greenhaven Associates Add 1.28% 114,654 0.25
Glenn Greenberg - Brave Warrior Advisors Add 12.33% 195,540 0.76
Stephen Mandel - Lone Pine Capital Buy 2,927,654 4.09
Harry Burn - Sound Shore Reduce 11.37% 45,322 0.28
Q2  2024
Greenhaven Associates Add 0.44% 39,075 0.08
Glenn Greenberg - Brave Warrior Advisors Add 56.27% 570,871 1.90
Harry Burn - Sound Shore Reduce 3.07% 12,617 0.06
Q1  2024
Harry Burn - Sound Shore Add 3.60% 14,300 0.08
Glenn Greenberg - Brave Warrior Advisors Add 77.48% 442,874 1.59
Greenhaven Associates Reduce 1.21% 109,254 0.17
Lee Ainslie - Maverick Capital Sell 100.00% 6,422 0.02
Q4  2023
Greenhaven Associates Add 0.67% 60,461 0.10
Glenn Greenberg - Brave Warrior Advisors Reduce 43.63% 442,371 1.57
Harry Burn - Sound Shore Reduce 19.28% 94,807 0.49
Lee Ainslie - Maverick Capital Reduce 3.20% 212 0.00
Q3  2023
Harry Burn - Sound Shore Add 9.95% 44,499 0.19
Glenn Greenberg - Brave Warrior Advisors Add 40.22% 290,822 0.81
Lee Ainslie - Maverick Capital Reduce 34.17% 3,444 0.01
Greenhaven Associates Reduce 0.93% 84,000 0.12
Q2  2023
Harry Burn - Sound Shore Reduce 46.81% 393,644 1.82
Glenn Greenberg - Brave Warrior Advisors Reduce 17.35% 151,774 0.50
Lee Ainslie - Maverick Capital Reduce 12.73% 1,470 0.00
Greenhaven Associates Reduce 0.39% 35,138 0.06
Q1  2023
Harry Burn - Sound Shore Add 159.55% 516,936 2.05
Lee Ainslie - Maverick Capital Buy 11,548 0.03
Greenhaven Associates Reduce 1.76% 162,877 0.27
Glenn Greenberg - Brave Warrior Advisors Reduce 0.41% 3,575 0.01
Q4  2022
Harry Burn - Sound Shore Reduce 13.41% 50,170 0.52
Glenn Greenberg - Brave Warrior Advisors Reduce 2.17% 19,454 0.06
Greenhaven Associates Reduce 0.60% 55,512 0.09
Q3  2022
Glenn Greenberg - Brave Warrior Advisors Add 10.52% 85,455 0.22
Harry Burn - Sound Shore Reduce 25.72% 129,540 1.13
Greenhaven Associates Reduce 0.01% 990 0.00
Q2  2022
Harry Burn - Sound Shore Add 8.80% 40,735 0.30
Glenn Greenberg - Brave Warrior Advisors Add 13.50% 96,660 0.23
Greenhaven Associates Add 24.78% 1,851,157 2.82
Q1  2022
Greenhaven Associates Add 3.81% 274,308 0.59
Harry Burn - Sound Shore Add 113.50% 246,120 1.74
Glenn Greenberg - Brave Warrior Advisors Buy 715,804 1.71
Q4  2021
Greenhaven Associates Add 2.75% 192,408 0.57
Harry Burn - Sound Shore Reduce 32.06% 102,350 1.00
Q3  2021
Harry Burn - Sound Shore Add 30.05% 73,750 0.57
Greenhaven Associates Reduce 0.28% 19,593 0.06
Lee Ainslie - Maverick Capital Sell 100.00% 1,336 0.00
Third Avenue Management Sell 100.00% 90,776 1.16
Q2  2021
Lee Ainslie - Maverick Capital Reduce 78.07% 4,755 0.00
Third Avenue Management Reduce 26.44% 32,632 0.42
Harry Burn - Sound Shore Reduce 8.43% 22,600 0.18
Greenhaven Associates Reduce 0.04% 2,735 0.01
Q1  2021
Lee Ainslie - Maverick Capital Add 297.58% 4,559 0.01
Third Avenue Management Reduce 22.28% 35,371 0.46
Harry Burn - Sound Shore Reduce 17.04% 55,050 0.47
Greenhaven Associates Reduce 6.87% 518,620 1.19
Q4  2020
Harry Burn - Sound Shore Add 6.92% 20,900 0.14
Lee Ainslie - Maverick Capital Buy 1,532 0.00
Third Avenue Management Reduce 52.43% 175,018 1.87
Greenhaven Associates Reduce 0.58% 43,683 0.06
Bill Miller - Miller Value Partners Sell 100.00% 545,802 1.77
Q3  2020
Bill Miller - Miller Value Partners Reduce 42.64% 405,688 1.32
Harry Burn - Sound Shore Reduce 27.78% 116,250 0.92
Greenhaven Associates Reduce 19.79% 1,872,369 3.36
Third Avenue Management Reduce 4.32% 15,088 0.17
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,208,285 3.70
Q2  2020
Harry Burn - Sound Shore Reduce 47.44% 377,700 2.33
Third Avenue Management Reduce 43.19% 265,203 2.29
Glenn Greenberg - Brave Warrior Advisors Reduce 27.97% 469,166 1.44
Bill Miller - Miller Value Partners Reduce 25.22% 320,925 0.88
Greenhaven Associates Reduce 1.77% 170,896 0.23
Thomas Gayner - Markel Group Sell 100.00% 5,900 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 1,096 0.00
Q1  2020
Greenhaven Associates Add 5.86% 532,818 0.76
Harry Burn - Sound Shore Add 14.75% 102,350 0.42
Lee Ainslie - Maverick Capital Buy 1,096 0.00
Third Avenue Management Reduce 30.33% 267,352 1.52
Glenn Greenberg - Brave Warrior Advisors Reduce 29.21% 692,176 1.52
Bill Miller - Miller Value Partners Reduce 14.54% 216,560 0.53
Q4  2019
Harry Burn - Sound Shore Reduce 31.65% 321,200 1.21
Third Avenue Management Reduce 6.59% 62,137 0.35
Glenn Greenberg - Brave Warrior Advisors Reduce 5.77% 145,117 0.43
Greenhaven Associates Reduce 2.63% 246,127 0.31
Q3  2019
Greenhaven Associates Add 0.28% 26,384 0.03
Harry Burn - Sound Shore Add 15.32% 134,850 0.48
Thomas Gayner - Markel Group Add 20.41% 1,000 0.00
Third Avenue Management Reduce 27.75% 362,415 1.83
Glenn Greenberg - Brave Warrior Advisors Reduce 25.48% 859,753 2.56
Q2  2019
Thomas Gayner - Markel Group Buy 4,900 0.00
Third Avenue Management Reduce 32.88% 639,832 2.60
Glenn Greenberg - Brave Warrior Advisors Reduce 7.22% 262,670 0.68
Harry Burn - Sound Shore Reduce 1.81% 16,250 0.05
Greenhaven Associates Reduce 0.39% 36,570 0.03
Q1  2019
Bill Miller - Miller Value Partners Add 1.61% 23,600 0.05
Glenn Greenberg - Brave Warrior Advisors Add 6.24% 213,785 0.53
Third Avenue Management Reduce 23.71% 604,838 2.39
Q4  2018
Bill Miller - Miller Value Partners Add 5.45% 75,700 0.14
Glenn Greenberg - Brave Warrior Advisors Add 54.53% 1,208,074 2.41
Harry Burn - Sound Shore Buy 896,400 2.20
Third Avenue Management Reduce 2.99% 78,546 0.25
Daniel Loeb - Third Point Sell 100.00% 5,170,000 1.69
Q3  2018
Third Avenue Management Add 0.08% 2,025 0.01
Glenn Greenberg - Brave Warrior Advisors Buy 2,215,308 4.41

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.