Martin Whitman - Third Avenue Management
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 | 142,843 | 1.95 | Reduce 3.49% | 0.09 | $81.33–115.82 · VW $99.08i | $12,015,953 | SEC |
| 2025 Q4 | 148,008 | 2.56 | Add 0.11% | <0.01 | $95.12–125.48 · VW $112.15i | $14,078,521 | SEC |
| 2025 Q3 | 147,843 | 3.39 | Reduce 0.13% | <0.01 | $102.58–137.39 · VW $118.23i | $18,032,411 | SEC |
| 2025 Q2 | 148,033 | 3.21 | Add 0.18% | <0.01 | $94.09–110.55 · VW $103.28i | $15,580,473 | SEC |
| 2025 Q1 | 147,770 | 3.23 | Reduce 13.18% | 0.55 | $105.57–132.29 · VW $119.47i | $16,117,274 | SEC |
| 2024 Q4 | 170,194 | 4.14 | $125.62 | $21,379,359 | SEC | ||
| 2024 Q3 | 170,194 | 4.57 | $164.39 | $27,978,406 | SEC | ||
| 2024 Q2 | 170,194 | 3.87 | Reduce 3.30% | 0.14 | $129.33–151.16 · VW $137.17i | $22,557,125 | SEC |
| 2024 Q1 | 175,993 | 4.12 | Reduce 3.69% | 0.14 | $123.16–147.62 · VW $136.72i | $25,793,389 | SEC |
| 2023 Q4 | 182,743 | 3.82 | Reduce 15.62% | 0.56 | $89.84–133.16 · VW $108.37i | $23,285,826 | SEC |
| 2023 Q3 | 216,577 | 3.60 | Reduce 3.51% | 0.14 | $94.75–115.10 · VW $103.52i | $21,462,156 | SEC |
| 2023 Q2 | 224,463 | 3.98 | Reduce 21.98% | 0.92 | $81.60–108.90 · VW $94.79i | $24,106,317 | SEC |
| 2023 Q1 | 287,688 | 4.17 | Reduce 16.63% | 0.71 | $71.57–86.50 · VW $80.14i | $24,423,427 | SEC |
| 2022 Q4 | 345,064 | 4.27 | Reduce 16.64% | 0.77 | $54.14–73.94 · VW $65.42i | $24,528,438 | SEC |
| 2022 Q3 | 413,931 | 4.61 | Reduce 1.98% | 0.08 | $54.59–67.11 · VW $60.29i | $23,416,000 | SEC |
| 2022 Q2 | 422,285 | 4.20 | Reduce 15.40% | 0.68 | $50.07–67.32 · VW $60.74i | $23,567,000 | SEC |
| 2022 Q1 | 499,165 | 4.42 | Reduce 0.76% | 0.05 | $64.48–91.65 · VW $73.06i | $32,432,000 | SEC |
| 2021 Q4 | 502,993 | 6.01 | Reduce 1.35% | 0.07 | $71.28–91.35 · VW $83.38i | $45,719,000 | SEC |
| 2021 Q3 | 509,888 | 5.06 | Add 0.40% | 0.02 | $72.96–85.93 · VW $79.46i | $37,607,000 | SEC |
| 2021 Q2 | 507,844 | 5.20 | Add 0.20% | 0.01 | $68.44–81.96 · VW $75.55i | $39,320,000 | SEC |
| 2021 Q1 | 506,854 | 5.25 | Add 0.17% | <0.01 | $54.75–79.69 · VW $66.20i | $39,672,000 | SEC |
| 2020 Q4 | 505,985 | 4.13 | Reduce 31.11% | 1.98 | $53.24–67.33 · VW $58.11i | $29,436,000 | SEC |
| 2020 Q3 | 734,489 | 6.37 | Reduce 14.72% | 0.78 | $42.21–63.17 · VW $55.53i | $45,843,000 | SEC |
| 2020 Q2 | 861,268 | 5.29 | Reduce 17.57% | 0.75 | $23.22–47.10 · VW $38.92i | $37,734,000 | SEC |
| 2020 Q1 | 1,044,829 | 4.25 | Reduce 12.14% | 0.61 | $17.94–53.54 · VW $38.63i | $28,723,000 | SEC |
| 2019 Q4 | 1,189,168 | 5.00 | Reduce 11.35% | 0.58 | $41.36–47.21 · VW $44.07i | $50,529,000 | SEC |
| 2019 Q3 | 1,341,442 | 5.11 | Add 0.70% | 0.04 | $34.49–42.35 · VW $38.19i | $56,578,000 | SEC |
| 2019 Q2 | 1,332,171 | 4.09 | Add 1.45% | 0.06 | $35.58–41.49 · VW $38.35i | $48,767,000 | SEC |
| 2019 Q1 | 1,313,107 | 3.95 | Add 0.46% | 0.02 | $29.37–40.31 · VW $36.14i | $51,052,000 | SEC |
| 2018 Q4 | 1,307,148 | 3.18 | Add 5.68% | 0.17 | $28.33–37.44 · VW $32.71i | $38,929,000 | SEC |
| 2018 Q3 | 1,236,942 | 2.56 | Add 7.09% | 0.17 | $36.55–43.20 · VW $39.94i | $45,269,000 | SEC |
| 2018 Q2 | 1,155,099 | 2.32 | Add 149.61% | 1.39 | $37.79–49.65 · VW $41.29i | $46,874,000 | SEC |
| 2018 Q1 | 462,764 | 1.07 | Add 212.50% | 0.73 | $42.57–55.75 · VW $47.00i | $20,979,000 | SEC |
| 2017 Q4 | 148,083 | 0.35 | Add 193.59% | 0.23 | $41.82–49.58 · VW $47.41i | $7,275,000 | SEC |
| 2017 Q3 | 50,439 | 0.10 | Reduce 2.44% | <0.01 | $38.58–43.70 · VW $41.15i | $2,120,000 | SEC |
| 2017 Q2 | 51,698 | 0.10 | Reduce 4.51% | <0.01 | $38.45–44.22 · VW $40.79i | $2,167,000 | SEC |
| 2017 Q1 | 54,141 | 0.10 | Add 344.32% | 0.08 | $31.63–39.76 · VW $36.84i | $2,109,000 | SEC |
| 2016 Q4 | 12,185 | 0.02 | Buy | 0.02 | $29.91–34.64 · VW $31.97i | $392,000 | SEC |
Price snapshot:
Current price$81.19
Avg. buy price$41.77
+/- since buy94.36%
52-week low$79.02
52-week high$134.56