Martin Whitman - Third Avenue Management
Holding/activity history for Lennar Corp. (LEN)
← All LEN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q3 | 0 | 0.00 | Sell 100.00% | 1.16 | $88.36–110.74 · VW $100.26i | SEC | |
| 2021 Q2 | 93,772 | 1.16 | Reduce 26.44% | 0.42 | $87.64–106.62 · VW $99.38i | $8,761,000 | SEC |
| 2021 Q1 | 127,480 | 1.59 | Reduce 22.28% | 0.38 | $75.37–107.08 · VW $92.77i | $12,053,000 | SEC |
| 2020 Q4 | 164,019 | 1.70 | Reduce 52.43% | 1.96 | $68.70–92.66 · VW $80.56i | $12,104,000 | SEC |
| 2020 Q3 | 344,812 | 3.73 | Reduce 4.32% | 0.13 | $67.19–84.03 · VW $74.89i | $26,801,000 | SEC |
| 2020 Q2 | 360,398 | 3.01 | Reduce 43.19% | 1.50 | $55.27–77.44 · VW $68.38i | $21,499,000 | SEC |
| 2020 Q1 | 634,353 | 3.48 | Reduce 30.33% | 1.48 | $24.61–64.98 · VW $49.37i | $23,539,000 | SEC |
| 2019 Q4 | 910,528 | 4.89 | Reduce 6.59% | 0.31 | $53.34–69.10 · VW $60.28i | $49,464,000 | SEC |
| 2019 Q3 | 974,715 | 4.76 | Reduce 27.75% | 1.47 | $48.91–60.63 · VW $55.76i | $52,699,000 | SEC |
| 2019 Q2 | 1,349,090 | 5.31 | Reduce 32.88% | 2.53 | $44.07–52.15 · VW $48.53i | $63,289,000 | SEC |
| 2019 Q1 | 2,010,036 | 7.70 | Reduce 23.71% | 1.94 | $43.41–52.76 · VW $48.08i | $99,490,000 | SEC |
| 2018 Q4 | 2,634,834 | 8.16 | Reduce 2.99% | 0.21 | $36.10–48.89 · VW $43.81i | $99,859,000 | SEC |
| 2018 Q3 | 2,715,972 | 6.93 | Add 0.08% | <0.01 | $37.01–51.60 · VW $43.32i | $122,758,000 | SEC |
| 2018 Q2 | 2,713,880 | 6.84 | Reduce 0.32% | 0.03 | $47.15–53.99 · VW $50.39i | $137,928,000 | SEC |
| 2018 Q1 | 2,722,491 | 7.91 | Add 0.38% | 0.03 | $48.40–62.83 · VW $53.77i | $155,338,000 | SEC |
| 2017 Q4 | 2,712,092 | 7.98 | Reduce 10.03% | 0.69 | $54.15–69.86 · VW $59.60i | $166,034,000 | SEC |
| 2017 Q3 | 3,014,364 | 6.90 | Reduce 0.03% | <0.01 | $47.14–61.13 · VW $56.35i | $151,499,000 | SEC |
| 2017 Q2 | 3,015,153 | 6.91 | Reduce 2.93% | 0.21 | $48.00–53.07 · VW $50.11i | $153,031,000 | SEC |
| 2017 Q1 | 3,106,207 | 7.04 | Add 0.16% | 0.01 | $46.73–51.20 · VW $48.92i | $151,354,000 | SEC |
| 2016 Q4 | 3,101,200 | 5.89 | Add 199.93% | 3.93 | $39.82–46.64 · VW $44.30i | $126,727,000 | SEC |
| 2016 Q3 | 1,033,962 | 1.96 | Reduce 7.47% | 0.17 | $37.77–45.31 · VW $41.19i | $41,671,000 | SEC |
| 2016 Q2 | 1,117,377 | 2.24 | Reduce 5.29% | 0.11 | $41.04–47.21 · VW $44.42i | $49,032,000 | SEC |
| 2016 Q1 | 1,179,780 | 2.14 | Buy | 2.14 | $40.33–46.60 · VW $43.44i | $54,308,000 | SEC |
| 2012 Q1 | 0 | 0.00 | Sell 100.00% | 1.48 | $21.13–28.67 · VW $25.26i | SEC | |
| 2011 Q4 | 2,576,048 | 1.48 | Add 0.28% | <0.01 | $17.25–23.18 · VW $20.89i | $48,183,000 | SEC |
| 2011 Q3 | 2,568,904 | 1.02 | Add 0.45% | <0.01 | $11.56–17.91 · VW $15.66i | $33,109,000 | SEC |
| 2011 Q2 | 2,557,453 | 1.07 | Reduce 0.54% | <0.01 | $11.79–18.18 · VW $14.66i | $44,184,000 | SEC |
| 2011 Q1 | 2,571,321 | 0.97 | Reduce 0.11% | <0.01 | $16.51–19.61 · VW $18.06i | $44,350,000 | SEC |
| 2010 Q4 | 2,574,262 | 1.01 | Add 28.37% | 0.22 | $14.67–20.50 · VW $18.12i | $45,944,000 | SEC |
| 2010 Q3 | 2,005,311 | 0.68 | Add 111.43% | 0.36 | $12.77–15.81 · VW $14.35i | $29,357,000 | SEC |
| 2010 Q2 | 948,446 | 0.33 | Buy | 0.33 | $11.36–16.33 · VW $13.40i | $12,558,000 | SEC |
Price snapshot:
Current price$82.84
52-week low$80.70
52-week high$141.39