Edgar Wachenheim - Greenhaven Associates
Holding/activity history for Lennar CL B (LEN.B)
← All LEN.B superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 364,059 | 0.50 | $84.12 | $30,624,643 | SEC | ||
| 2025 Q4 | 364,059 | 0.56 | $95.12 | $34,629,292 | SEC | ||
| 2025 Q3 | 364,059 | 0.66 | $119.99 | $43,683,439 | SEC | ||
| 2025 Q2 | 364,059 | 0.57 | $105.25 | $38,317,210 | SEC | ||
| 2025 Q1 | 364,059 | 0.63 | Reduce 4.94% | 0.04 | $105.57–132.29 · VW $119.47i | $39,707,915 | SEC |
| 2024 Q4 | 382,990 | 0.71 | Reduce 0.07% | <0.01 | $123.60–168.25 · VW $147.41i | $48,110,397 | SEC |
| 2024 Q3 | 383,276 | 0.74 | Reduce 24.53% | 0.22 | $125.17–167.92 · VW $154.55i | $63,007,403 | SEC |
| 2024 Q2 | 507,853 | 0.88 | Reduce 6.59% | 0.05 | $129.33–151.16 · VW $137.17i | $67,309,833 | SEC |
| 2024 Q1 | 543,674 | 0.73 | Reduce 9.24% | 0.07 | $123.16–147.62 · VW $136.72i | $79,680,224 | SEC |
| 2023 Q4 | 599,018 | 0.81 | Add 0.07% | <0.01 | $89.84–133.16 · VW $108.37i | $76,329,276 | SEC |
| 2023 Q3 | 598,613 | 0.75 | Reduce 0.74% | <0.01 | $94.75–115.10 · VW $103.52i | $58,171,324 | SEC |
| 2023 Q2 | 603,105 | 0.86 | Reduce 0.67% | <0.01 | $81.60–108.90 · VW $94.79i | $64,770,756 | SEC |
| 2023 Q1 | 607,182 | 0.80 | Reduce 0.40% | <0.01 | $71.57–86.50 · VW $80.14i | $51,546,963 | SEC |
| 2022 Q4 | 609,596 | 0.77 | Add 1.64% | 0.01 | $54.14–73.94 · VW $65.42i | $43,332,318 | SEC |
| 2022 Q3 | 599,763 | 0.71 | Reduce 0.84% | <0.01 | $54.59–67.11 · VW $60.29i | $33,928,000 | SEC |
| 2022 Q2 | 604,862 | 0.73 | Add 16.16% | 0.10 | $50.07–67.32 · VW $60.74i | $33,756,000 | SEC |
| 2022 Q1 | 520,706 | 0.90 | Add 9.74% | 0.08 | $64.48–91.65 · VW $73.06i | $33,831,000 | SEC |
| 2021 Q4 | 474,502 | 1.09 | Reduce 0.39% | <0.01 | $71.28–91.35 · VW $83.38i | $43,129,000 | SEC |
| 2021 Q3 | 476,381 | 1.17 | Reduce 0.28% | <0.01 | $72.96–85.93 · VW $79.46i | $35,135,000 | SEC |
| 2021 Q2 | 477,714 | 1.08 | Reduce 0.36% | <0.01 | $68.44–81.96 · VW $75.55i | $36,987,000 | SEC |
| 2021 Q1 | 479,446 | 0.85 | Add 0.03% | <0.01 | $54.75–79.69 · VW $66.20i | $37,526,000 | SEC |
| 2020 Q4 | 479,316 | 0.53 | Reduce 1.70% | 0.01 | $53.24–67.33 · VW $58.11i | $27,884,000 | SEC |
| 2020 Q3 | 487,582 | 0.67 | Reduce 19.37% | 0.11 | $42.21–63.17 · VW $55.53i | $30,432,000 | SEC |
| 2020 Q2 | 604,751 | 0.59 | Reduce 0.28% | <0.01 | $23.22–47.10 · VW $38.92i | $26,495,000 | SEC |
| 2020 Q1 | 606,461 | 0.62 | Add 0.61% | <0.01 | $17.94–53.54 · VW $38.63i | $16,672,000 | SEC |
| 2019 Q4 | 602,811 | 0.57 | Reduce 0.01% | $41.36–47.21 · VW $44.07i | $25,614,000 | SEC | |
| 2019 Q3 | 602,854 | 0.51 | Reduce 0.07% | <0.01 | $34.49–42.35 · VW $38.19i | $25,426,000 | SEC |
| 2019 Q2 | 603,267 | 0.39 | Reduce 0.22% | <0.01 | $35.58–41.49 · VW $38.35i | $22,083,000 | SEC |
| 2019 Q1 | 604,581 | 0.40 | Reduce 0.05% | <0.01 | $29.37–40.31 · VW $36.14i | $22,482,000 | SEC |
| 2018 Q4 | 604,888 | 0.35 | Add 0.84% | <0.01 | $28.33–37.44 · VW $32.71i | $18,014,000 | SEC |
| 2018 Q3 | 599,839 | 0.34 | Reduce 0.06% | <0.01 | $36.55–43.20 · VW $39.94i | $21,952,000 | SEC |
| 2018 Q2 | 600,208 | 0.36 | Reduce 0.56% | <0.01 | $37.79–49.65 · VW $41.29i | $24,356,000 | SEC |
| 2018 Q1 | 603,561 | 0.43 | Add 21.43% | 0.08 | $42.57–55.75 · VW $47.00i | $27,361,000 | SEC |
| 2017 Q4 | 497,049 | 0.37 | Buy | 0.37 | $41.82–49.58 · VW $47.41i | $24,418,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 0.03 | $47.45–57.09 · VW $52.27i | SEC | |
| 2005 Q4 | 14,121 | 0.03 | Reduce 94.61% | 0.48 | $45.63–54.93 · VW $49.78i | $746,000 | SEC |
| 2005 Q3 | 262,036 | 0.51 | Reduce 28.66% | 0.24 | $46.51–59.64 · VW $53.49i | $13,531,000 | SEC |
| 2005 Q2 | 367,302 | 0.84 | Add 0.38% | <0.01 | $43.71–55.74 · VW $49.54i | $20,134,000 | SEC |
| 2005 Q1 | 365,907 | 0.81 | $49.12 | $17,974,000 | SEC | ||
| 2004 Q4 | 365,907 | 0.86 | Add 16.30% | 0.12 | $35.13–48.97 · VW $40.66i | $17,804,000 | SEC |
| 2004 Q3 | 314,615 | 0.74 | Add 36.75% | 0.20 | $34.85–41.93 · VW $38.45i | $12,842,000 | SEC |
| 2004 Q2 | 230,060 | 0.49 | $38.61 | $8,883,000 | SEC | ||
| 2004 Q1 | 230,060 | 0.59 | $47.44 | $10,915,000 | SEC | ||
| 2003 Q4 | 230,060 | 0.51 | $42.59 | $9,798,000 | SEC | ||
| 2003 Q3 | 230,060 | 0.47 | $34.94 | $8,038,000 | SEC | ||
| 2003 Q2 | 230,060 | 0.46 | Buy | 0.46 | $24.25–35.27 · VW $30.17i IPO/listing quarter |
$7,730,000 | SEC |
Price snapshot:
Current price$81.19
Avg. buy price$50.91
+/- since buy59.48%
52-week low$79.02
52-week high$134.56