Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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
2020   Q2 0 0.00 Sell 100.00% <0.01 $55.27–77.44 · VW $68.38i SEC
2020   Q1 6,095 <0.01 $36.92 $225,000 SEC
2019   Q4 6,095 <0.01 $53.98 $329,000 SEC
2019   Q3 6,095 0.01 Add 20.41% <0.01 $48.91–60.63 · VW $55.76i $330,000 SEC
2019   Q2 5,062 <0.01 Buy <0.01 $44.07–52.15 · VW $48.53i $238,000 SEC
2011   Q4 0 0.00 Sell 100.00% 0.05 $17.25–23.18 · VW $20.89i SEC
2011   Q3 59,882 0.05 Add 128.00% 0.03 $11.56–17.91 · VW $15.66i $772,000 SEC
2011   Q2 26,264 0.03 Buy 0.03 $11.79–18.18 · VW $14.66i $454,000 SEC
Price snapshot:
Current price$82.84
52-week low$80.70
52-week high$141.39