Edgar Wachenheim - Greenhaven Associates
Holding/activity history for Lennar Corp. (LEN)
← All LEN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 10,632,131 | 15.21 | Add 5.33% | 0.77 | $81.18–111.85 · VW $94.27i | $923,294,256 | SEC |
| 2025 Q4 | 10,094,147 | 16.82 | Add 4.57% | 0.73 | $102.12–133.76 · VW $116.75i | $1,037,678,312 | SEC |
| 2025 Q3 | 9,653,394 | 18.50 | Add 1.68% | 0.31 | $112.11–144.24 · VW $129.22i | $1,216,713,780 | SEC |
| 2025 Q2 | 9,493,585 | 15.62 | Add 0.57% | 0.09 | $102.53–136.92 · VW $124.20i | $1,050,085,437 | SEC |
| 2025 Q1 | 9,439,955 | 17.22 | Reduce 0.29% | 0.05 | $98.42–129.27 · VW $111.26i | $1,083,518,035 | SEC |
| 2024 Q4 | 9,467,171 | 18.49 | Add 0.85% | 0.16 | $117.90–170.04 · VW $135.86i | $1,249,794,912 | SEC |
| 2024 Q3 | 9,387,063 | 19.98 | Add 1.28% | 0.25 | $155.49–187.61 · VW $170.64i | $1,703,665,631 | SEC |
| 2024 Q2 | 9,268,626 | 17.67 | Add 0.44% | 0.08 | $136.16–180.64 · VW $164.35i | $1,344,713,371 | SEC |
| 2024 Q1 | 9,228,261 | 14.15 | Reduce 1.21% | 0.17 | $144.06–167.08 · VW $155.45i | $1,536,375,935 | SEC |
| 2023 Q4 | 9,341,120 | 14.37 | Add 0.67% | 0.10 | $123.85–153.75 · VW $143.68i | $1,347,725,647 | SEC |
| 2023 Q3 | 9,278,664 | 13.07 | Reduce 0.93% | 0.14 | $99.61–127.08 · VW $116.84i | $1,008,077,918 | SEC |
| 2023 Q2 | 9,365,436 | 15.09 | Reduce 0.39% | 0.06 | $102.72–128.98 · VW $115.66i | $1,136,091,788 | SEC |
| 2023 Q1 | 9,401,734 | 14.85 | Reduce 1.76% | 0.26 | $91.10–112.47 · VW $102.42i | $956,646,893 | SEC |
| 2022 Q4 | 9,569,986 | 14.88 | Reduce 0.60% | 0.09 | $81.81–105.79 · VW $93.75i | $838,415,983 | SEC |
| 2022 Q3 | 9,627,330 | 14.62 | Reduce 0.01% | <0.01 | $67.67–87.12 · VW $79.94i | $694,789,000 | SEC |
| 2022 Q2 | 9,628,352 | 14.20 | Add 24.78% | 2.82 | $60.54–86.46 · VW $73.99i | $657,767,000 | SEC |
| 2022 Q1 | 7,716,107 | 16.08 | Add 3.81% | 0.59 | $68.31–90.14 · VW $78.71i | $606,308,000 | SEC |
| 2021 Q4 | 7,432,747 | 21.13 | Add 2.75% | 0.57 | $76.98–113.79 · VW $92.59i | $835,806,000 | SEC |
| 2021 Q3 | 7,233,990 | 21.87 | Reduce 0.28% | 0.06 | $88.36–110.74 · VW $100.26i | $656,031,000 | SEC |
| 2021 Q2 | 7,254,229 | 20.39 | Reduce 0.04% | <0.01 | $87.64–106.62 · VW $99.38i | $697,684,000 | SEC |
| 2021 Q1 | 7,257,054 | 16.07 | Reduce 6.87% | 0.74 | $75.37–107.08 · VW $92.77i | $711,163,000 | SEC |
| 2020 Q4 | 7,792,789 | 10.83 | Reduce 0.58% | 0.08 | $68.70–92.66 · VW $80.56i | $575,067,000 | SEC |
| 2020 Q3 | 7,837,913 | 13.62 | Reduce 19.79% | 2.55 | $67.19–84.03 · VW $74.89i | $619,749,000 | SEC |
| 2020 Q2 | 9,772,071 | 12.90 | Reduce 1.77% | 0.24 | $55.27–77.44 · VW $68.38i | $582,919,000 | SEC |
| 2020 Q1 | 9,948,606 | 13.69 | Add 5.86% | 0.76 | $24.61–64.98 · VW $49.37i | $367,896,000 | SEC |
| 2019 Q4 | 9,398,205 | 11.32 | Reduce 2.63% | 0.28 | $53.34–69.10 · VW $60.28i | $507,576,000 | SEC |
| 2019 Q3 | 9,652,454 | 10.55 | Add 0.28% | 0.03 | $48.91–60.63 · VW $55.76i | $521,868,000 | SEC |
| 2019 Q2 | 9,625,200 | 7.88 | Reduce 0.39% | 0.03 | $44.07–52.15 · VW $48.53i | $451,536,000 | SEC |
| 2019 Q1 | 9,662,976 | 8.16 | Add 0.03% | <0.01 | $43.41–52.76 · VW $48.08i | $459,202,000 | SEC |
| 2018 Q4 | 9,660,090 | 7.06 | Add 0.72% | 0.05 | $36.10–48.89 · VW $43.81i | $366,111,000 | SEC |
| 2018 Q3 | 9,590,846 | 6.71 | Add 0.22% | 0.01 | $37.01–51.60 · VW $43.32i | $433,491,000 | SEC |
| 2018 Q2 | 9,569,905 | 7.28 | Add 6.60% | 0.45 | $47.15–53.99 · VW $50.39i | $486,370,000 | SEC |
| 2018 Q1 | 8,977,533 | 8.06 | Add 59.53% | 3.01 | $48.40–62.83 · VW $53.77i | $512,232,000 | SEC |
| 2017 Q4 | 5,627,498 | 5.20 | Reduce 1.26% | 0.05 | $54.15–69.86 · VW $59.60i | $344,514,000 | SEC |
| 2017 Q3 | 5,699,423 | 4.30 | Add 0.08% | <0.01 | $47.14–61.13 · VW $56.35i | $286,446,000 | SEC |
| 2017 Q2 | 5,694,583 | 4.37 | Add 0.86% | 0.04 | $48.00–53.07 · VW $50.11i | $289,022,000 | SEC |
| 2017 Q1 | 5,646,047 | 4.37 | Reduce 0.37% | 0.01 | $46.73–51.20 · VW $48.92i | $275,111,000 | SEC |
| 2016 Q4 | 5,666,733 | 3.91 | Add 6.62% | 0.24 | $39.82–46.64 · VW $44.30i | $231,565,000 | SEC |
| 2016 Q3 | 5,314,840 | 4.09 | Add 5.46% | 0.21 | $37.77–45.31 · VW $41.19i | $214,200,000 | SEC |
| 2016 Q2 | 5,039,722 | 4.34 | Reduce 0.20% | <0.01 | $41.04–47.21 · VW $44.42i | $221,150,000 | SEC |
| 2016 Q1 | 5,050,028 | 4.44 | Add 17.63% | 0.67 | $40.33–46.60 · VW $43.44i | $232,466,000 | SEC |
| 2015 Q4 | 4,293,277 | 3.80 | Buy | 3.80 | $35.35–49.96 · VW $41.75i | $199,878,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 0.05 | $45.02–59.38 · VW $50.00i | SEC | |
| 2005 Q4 | 25,844 | 0.05 | Reduce 82.38% | 0.26 | $52.57–63.24 · VW $57.60i | $1,501,000 | SEC |
| 2005 Q3 | 146,658 | 0.32 | Reduce 88.21% | 2.77 | $49.82–59.76 · VW $54.83i | $8,342,000 | SEC |
| 2005 Q2 | 1,244,179 | 3.14 | Add 6.32% | 0.19 | $54.69–65.55 · VW $59.78i | $75,144,000 | SEC |
| 2005 Q1 | 1,170,220 | 2.85 | Reduce 10.56% | 0.36 | $47.88–59.10 · VW $54.07i | $63,136,000 | SEC |
| 2004 Q4 | 1,308,369 | 3.43 | Reduce 24.13% | 1.08 | $42.03–59.48 · VW $53.13i | $70,589,000 | SEC |
| 2004 Q3 | 1,724,391 | 4.48 | Add 0.86% | 0.04 | $39.38–46.40 · VW $42.85i | $78,131,000 | SEC |
| 2004 Q2 | 1,709,683 | 4.01 | $42.57 | $72,777,000 | SEC | ||
| 2004 Q1 | 1,709,683 | 4.73 | $51.43 | $87,928,000 | SEC | ||
| 2003 Q4 | 1,709,683 | 4.05 | Reduce 24.10% | 1.18 | $40.50–48.45 · VW $45.34i | $78,115,000 | SEC |
| 2003 Q3 | 2,252,403 | 4.91 | $37.02 | $83,391,000 | SEC | ||
| 2003 Q2 | 2,252,403 | 4.52 | Reduce 0.46% | 0.02 | $29.65–38.84 · VW $33.50i | $76,648,000 | SEC |
| 2003 Q1 | 2,262,908 | 4.50 | $25.49 | $57,673,000 | SEC | ||
| 2002 Q4 | 2,262,908 | 4.16 | $24.56 | $55,573,000 | SEC | ||
| 2002 Q3 | 2,262,908 | 4.87 | Add 2.04% | 0.10 | $23.44–28.51 · VW $25.73i | $60,075,000 | SEC |
| 2002 Q2 | 2,217,734 | 4.08 | Reduce 15.57% | 0.68 | $20.56–30.45 · VW $25.38i | $64,597,000 | SEC |
| 2002 Q1 | 2,626,823 | 4.34 | Add 80.77% | 1.94 | $24.12–28.67 · VW $26.28i | $65,961,000 | SEC |
| 2001 Q4 | 1,453,136 | 2.24 | Add 190.34% | 1.47 | $17.40–27.34 · VW $23.67i | $31,668,000 | SEC |
| 2001 Q3 | 500,487 | 0.70 | Reduce 1.04% | <0.01 | $14.77–21.63 · VW $18.03i | $8,585,000 | SEC |
| 2001 Q2 | 505,740 | 0.85 | Add 2307.02% | 0.82 | $16.67–23.74 · VW $20.54i | $10,037,000 | SEC |
| 2001 Q1 | 21,011 | 0.03 | Reduce 99.45% | 4.87 | $16.09–22.22 · VW $18.64i | $399,000 | SEC |
| 2000 Q4 | 3,805,237 | 4.90 | Reduce 4.48% | 0.22 | $15.14–19.39 · VW $17.14i | $63,613,000 | SEC |
| 2000 Q3 | 3,983,748 | 4.97 | Reduce 2.10% | 0.08 | $12.20–16.60 · VW $14.63i | $56,999,000 | SEC |
| 2000 Q2 | 4,069,247 | 4.04 | Add 117.68% | 2.18 | $8.51–14.01 · VW $11.89i | $39,218,000 | SEC |
| 2000 Q1 | 1,869,368 | 1.74 | Reduce 1.93% | 0.03 | $7.73–10.35 · VW $9.02i | $19,295,000 | SEC |
| 1999 Q4 | 1,906,138 | 1.40 | Buy | 1.40 | $7.26–8.86 · VW $7.99i | $14,742,000 | SEC |
Price snapshot:
Current price$82.84
Avg. buy price$62.98
+/- since buy31.53%
52-week low$80.70
52-week high$141.39