Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar Corp. (LEN)
← All LEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2008   Q1 0 0.00 Sell 100.00% <0.01 $12.76–21.64 · VW $16.82i SEC
2007   Q4 62,589 <0.01 Reduce 97.07% 0.13 $11.40–20.60 · VW $16.57i $1,066,000 SEC
2007   Q3 2,135,378 0.13 Reduce 63.01% 0.58 $13.33–27.57 · VW $18.66i $46,039,000 SEC
2007   Q2 5,773,631 0.91 Add 22.10% 0.17 $25.62–43.69 · VW $32.07i $200,925,000 SEC
2007   Q1 4,728,482 0.63 Add 25.37% 0.13 $38.69–47.50 · VW $43.22i $189,983,000 SEC
2006   Q4 3,771,629 0.95 Reduce 0.63% <0.01 $46.00–53.82 · VW $48.88i $188,338,000 SEC
2006   Q3 3,795,609 0.35 Reduce 1.11% <0.01 $39.78–50.45 · VW $46.73i $163,485,000 SEC
2006   Q2 3,838,282 0.40 Add 328.61% 0.30 $36.80–46.74 · VW $42.07i $162,108,000 SEC
2006   Q1 895,509 0.11 Add 1382.19% 0.10 $45.02–59.38 · VW $50.00i $51,469,000 SEC
2005   Q4 60,418 <0.01 Add 0.02% $52.57–63.24 · VW $57.60i $3,509,000 SEC
2005   Q3 60,407 <0.01 Reduce 19.24% <0.01 $49.82–59.76 · VW $54.83i $3,436,000 SEC
2005   Q2 74,800 0.01 Reduce 6.56% <0.01 $54.69–65.55 · VW $59.78i $4,518,000 SEC
2005   Q1 80,053 0.01 Reduce 31.60% <0.01 $47.88–59.10 · VW $54.07i $4,319,000 SEC
2004   Q4 117,032 0.01 Reduce 5.59% <0.01 $42.03–59.48 · VW $53.13i $6,314,000 SEC
2004   Q3 123,966 0.02 Reduce 24.43% <0.01 $39.38–46.40 · VW $42.85i $5,617,000 SEC
2004   Q2 164,035 0.02 Reduce 5.08% <0.01 $38.36–44.26 · VW $42.07i $6,982,000 SEC
2004   Q1 172,817 0.03 Add 4.58% <0.01 $39.34–54.24 · VW $45.76i $8,888,000 SEC
2003   Q4 165,253 0.03 Reduce 2.04% <0.01 $40.50–48.45 · VW $45.34i $7,550,000 SEC
2003   Q3 168,695 0.03 Reduce 24.58% <0.01 $31.35–46.91 · VW $41.62i $6,246,000 SEC
2003   Q2 223,664 0.04 Reduce 2.83% <0.01 $29.65–38.84 · VW $33.50i $7,611,000 SEC
2003   Q1 230,178 0.03 Add 21.12% <0.01 $22.94–32.45 · VW $29.10i $5,866,000 SEC
2002   Q4 190,046 0.03 Add 36.84% <0.01 $22.98–27.38 · VW $25.35i $4,667,000 SEC
2002   Q3 138,884 0.02 Add 81.59% <0.01 $23.44–28.51 · VW $25.73i $3,687,000 SEC
2002   Q2 76,481 <0.01 Buy <0.01 $20.56–30.45 · VW $25.38i $2,228,000 SEC
Price snapshot:
Current price$82.84
52-week low$80.70
52-week high$141.39