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