Glenn Greenberg - Brave Warrior Advisors
Holding/activity history for Lennar Corp. (LEN)
← All LEN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,410,050 | 5.18 | Reduce 0.06% | <0.01 | $81.18–111.85 · VW $94.27i | $209,288,742 | SEC |
| 2025 Q4 | 2,411,414 | 5.81 | Add 20.24% | 0.98 | $102.12–133.76 · VW $116.75i | $247,893,359 | SEC |
| 2025 Q3 | 2,005,506 | 5.87 | Reduce 7.03% | 0.38 | $112.11–144.24 · VW $129.22i | $252,773,976 | SEC |
| 2025 Q2 | 2,157,127 | 5.47 | Reduce 1.48% | 0.09 | $102.53–136.92 · VW $124.20i | $238,599,817 | SEC |
| 2025 Q1 | 2,189,608 | 5.76 | Add 19.46% | 0.94 | $98.42–129.27 · VW $111.26i | $251,323,206 | SEC |
| 2024 Q4 | 1,832,945 | 6.02 | Reduce 0.36% | 0.03 | $117.90–170.04 · VW $135.86i | $241,973,564 | SEC |
| 2024 Q3 | 1,839,620 | 6.93 | Add 12.33% | 0.76 | $155.49–187.61 · VW $170.64i | $333,874,133 | SEC |
| 2024 Q2 | 1,637,627 | 5.27 | Add 56.27% | 1.90 | $136.16–180.64 · VW $164.35i | $237,590,709 | SEC |
| 2024 Q1 | 1,047,918 | 3.65 | Add 77.48% | 1.59 | $144.06–167.08 · VW $155.45i | $174,463,563 | SEC |
| 2023 Q4 | 590,429 | 2.03 | Reduce 43.63% | 1.24 | $123.85–153.75 · VW $143.68i | $85,186,346 | SEC |
| 2023 Q3 | 1,047,398 | 2.84 | Add 40.22% | 0.81 | $99.61–127.08 · VW $116.84i | $113,794,262 | SEC |
| 2023 Q2 | 746,979 | 2.39 | Reduce 17.35% | 0.49 | $102.72–128.98 · VW $115.66i | $90,613,666 | SEC |
| 2023 Q1 | 903,761 | 2.84 | Reduce 0.41% | 0.01 | $91.10–112.47 · VW $102.42i | $91,959,688 | SEC |
| 2022 Q4 | 907,454 | 2.51 | Reduce 2.17% | 0.05 | $81.81–105.79 · VW $93.75i | $79,501,082 | SEC |
| 2022 Q3 | 927,550 | 2.31 | Add 10.52% | 0.22 | $67.67–87.12 · VW $79.94i | $66,940,000 | SEC |
| 2022 Q2 | 839,275 | 1.97 | Add 13.50% | 0.23 | $60.54–86.46 · VW $73.99i | $57,336,000 | SEC |
| 2022 Q1 | 739,426 | 1.71 | Buy | 1.71 | $68.31–90.14 · VW $78.71i | $58,102,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | 3.70 | $67.19–84.03 · VW $74.89i | SEC | |
| 2020 Q2 | 1,248,158 | 3.70 | Reduce 27.97% | 1.03 | $55.27–77.44 · VW $68.38i | $74,455,000 | SEC |
| 2020 Q1 | 1,732,807 | 3.69 | Reduce 29.21% | 2.04 | $24.61–64.98 · VW $49.37i | $64,079,000 | SEC |
| 2019 Q4 | 2,447,825 | 6.99 | Reduce 5.77% | 0.43 | $53.34–69.10 · VW $60.28i | $132,201,000 | SEC |
| 2019 Q3 | 2,597,731 | 7.49 | Reduce 25.48% | 2.22 | $48.91–60.63 · VW $55.76i | $140,448,000 | SEC |
| 2019 Q2 | 3,485,855 | 8.70 | Reduce 7.22% | 0.65 | $44.07–52.15 · VW $48.53i | $163,528,000 | SEC |
| 2019 Q1 | 3,757,194 | 8.97 | Add 6.24% | 0.53 | $43.41–52.76 · VW $48.08i | $178,549,000 | SEC |
| 2018 Q4 | 3,536,354 | 6.82 | Add 54.53% | 2.41 | $36.10–48.89 · VW $43.81i | $134,025,000 | SEC |
| 2018 Q3 | 2,288,413 | 4.41 | Buy | 4.41 | $37.01–51.60 · VW $43.32i | $103,433,000 | SEC |
Price snapshot:
Current price$82.84
Avg. buy price$127.14
+/- since buy-34.84%
52-week low$80.70
52-week high$141.39