Stephen Mandel - Lone Pine Capital
Holding/activity history for Lennar Corp. (LEN)
← All LEN superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | 1.74 | $98.42–129.27 · VW $111.26i | SEC | |
| 2024 Q4 | 1,774,594 | 1.74 | Reduce 41.32% | 1.69 | $117.90–170.04 · VW $135.86i | $234,270,432 | SEC |
| 2024 Q3 | 3,024,267 | 4.09 | Buy | 4.09 | $155.49–187.61 · VW $170.64i | $548,876,572 | SEC |
| 2006 Q2 | 0 | 0.00 | Sell 100.00% | 1.21 | $36.80–46.74 · VW $42.07i | SEC | |
| 2006 Q1 | 1,195,619 | 1.21 | Add 59.69% | 0.45 | $45.02–59.38 · VW $50.00i | $68,717,000 | SEC |
| 2005 Q4 | 748,711 | 0.66 | Reduce 33.64% | 0.42 | $52.57–63.24 · VW $57.60i | $43,488,000 | SEC |
| 2005 Q3 | 1,128,303 | 1.25 | Reduce 15.70% | 0.23 | $49.82–59.76 · VW $54.83i | $64,182,000 | SEC |
| 2005 Q2 | 1,338,415 | 1.46 | Reduce 63.86% | 2.47 | $54.69–65.55 · VW $59.78i | $80,835,000 | SEC |
| 2005 Q1 | 3,703,543 | 3.86 | Reduce 0.66% | 0.02 | $47.88–59.10 · VW $54.07i | $199,814,000 | SEC |
| 2004 Q4 | 3,728,126 | 3.58 | $53.95 | $201,140,000 | SEC |
Price snapshot:
Current price$82.84
52-week low$80.70
52-week high$141.39