Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar CL B (LEN.B)
← All LEN.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 2.28 $95.12–125.48 · VW $112.15i SEC
2025   Q3 135,369 2.28 Add 4.34% 0.09 $102.58–137.39 · VW $118.23i $16,242,926 SEC
2025   Q2 129,742 1.98 Add 33.95% 0.50 $94.09–110.55 · VW $103.28i $13,655,346 SEC
2025   Q1 96,859 1.57 Reduce 4.94% 0.09 $105.57–132.29 · VW $119.47i $10,564,411 SEC
2024   Q4 101,896 1.84 $125.62 $12,799,917 SEC
2024   Q3 101,896 2.34 $164.39 $16,750,795 SEC
2024   Q2 101,896 2.02 Reduce 11.65% 0.29 $129.33–151.16 · VW $137.17i $13,505,050 SEC
2024   Q1 115,330 2.53 $146.56 $16,902,599 SEC
2023   Q4 115,330 2.38 $127.42 $14,695,767 SEC
2023   Q3 115,330 1.98 $97.18 $11,207,373 SEC
2023   Q2 115,330 2.14 $107.40 $12,385,884 SEC
2023   Q1 115,330 1.76 $84.90 $9,790,966 SEC
2022   Q4 115,330 1.48 Buy 1.48 $54.14–73.94 · VW $65.42i $8,198,057 SEC
Price snapshot:
Current price$81.19
52-week low$79.02
52-week high$134.56