Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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
2025   Q2 0 0.00 Sell 100.00% 1.88 $102.53–136.92 · VW $124.20i SEC
2025   Q1 466,752 1.88 Add 14.02% 0.23 $98.42–129.27 · VW $111.26i $53,573,795 SEC
2024   Q4 409,367 1.78 Add 12.16% 0.19 $117.90–170.04 · VW $135.86i $54,041,931 SEC
2024   Q3 365,000 2.15 Reduce 11.37% 0.23 $155.49–187.61 · VW $170.64i $66,244,183 SEC
2024   Q2 411,818 1.99 Reduce 3.07% 0.07 $136.16–180.64 · VW $164.35i $59,747,474 SEC
2024   Q1 424,851 2.21 Add 3.60% 0.08 $144.06–167.08 · VW $155.45i $70,731,762 SEC
2023   Q4 410,079 2.05 Reduce 19.28% 0.41 $123.85–153.75 · VW $143.68i $59,165,750 SEC
2023   Q3 508,015 2.11 Add 9.95% 0.19 $99.61–127.08 · VW $116.84i $55,193,143 SEC
2023   Q2 462,047 2.07 Reduce 46.81% 1.56 $102.72–128.98 · VW $115.66i $56,049,534 SEC
2023   Q1 868,682 3.33 Reduce 16.71% 0.57 $91.10–112.47 · VW $102.42i $88,390,258 SEC
2022   Q4 1,042,990 3.44 Reduce 6.08% 0.20 $81.81–105.79 · VW $93.75i $91,375,226 SEC
2022   Q3 1,110,464 3.24 Reduce 23.24% 0.84 $67.67–87.12 · VW $79.94i $80,140,000 SEC
2022   Q2 1,446,700 3.62 Add 2.36% 0.08 $60.54–86.46 · VW $73.99i $98,832,000 SEC
2022   Q1 1,413,339 3.23 Add 111.92% 1.71 $68.31–90.14 · VW $78.71i $111,056,000 SEC
2021   Q4 666,935 2.08 Reduce 31.05% 0.77 $76.98–113.79 · VW $92.59i $74,996,000 SEC
2021   Q3 967,327 2.48 Add 32.04% 0.60 $88.36–110.74 · VW $100.26i $87,724,000 SEC
2021   Q2 732,608 1.96 Reduce 8.08% 0.18 $87.64–106.62 · VW $99.38i $70,459,000 SEC
2021   Q1 797,008 2.28 Reduce 23.81% 0.55 $75.37–107.08 · VW $92.77i $78,104,000 SEC
2020   Q4 1,046,023 2.30 Add 9.78% 0.20 $68.70–92.66 · VW $80.56i $77,191,000 SEC
2020   Q3 952,852 2.35 Reduce 35.64% 0.97 $67.19–84.03 · VW $74.89i $75,343,000 SEC
2020   Q2 1,480,592 2.72 Reduce 43.05% 1.44 $55.27–77.44 · VW $68.38i $88,320,000 SEC
2020   Q1 2,599,893 3.35 Add 23.45% 0.64 $24.61–64.98 · VW $49.37i $96,143,000 SEC
2019   Q4 2,106,099 2.66 Reduce 35.59% 1.35 $53.34–69.10 · VW $60.28i $113,746,000 SEC
2019   Q3 3,269,971 3.79 Add 18.39% 0.59 $48.91–60.63 · VW $55.76i $176,794,000 SEC
2019   Q2 2,761,935 2.61 Add 2.12% 0.05 $44.07–52.15 · VW $48.53i $129,568,000 SEC
2019   Q1 2,704,517 2.56 Reduce 2.68% 0.06 $43.41–52.76 · VW $48.08i $128,523,000 SEC
2018   Q4 2,778,882 2.23 Buy 2.23 $36.10–48.89 · VW $43.81i $105,318,000 SEC
Price snapshot:
Current price$82.84
52-week low$80.70
52-week high$141.39