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 CL B (LEN.B)
← All LEN.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.01 $71.28–91.35 · VW $83.38i SEC
2021   Q3 13,676 0.01 $73.78 $1,009,000 SEC
2021   Q2 13,676 0.01 $77.43 $1,059,000 SEC
2021   Q1 13,676 0.01 $78.24 $1,070,000 SEC
2020   Q4 13,676 0.01 $58.20 $796,000 SEC
2020   Q3 13,676 0.01 $62.44 $854,000 SEC
2020   Q2 13,676 0.01 Reduce 49.42% <0.01 $23.22–47.10 · VW $38.92i $599,000 SEC
2020   Q1 27,036 0.01 Add 6.86% <0.01 $17.94–53.54 · VW $38.63i $743,000 SEC
2019   Q4 25,301 0.02 Add 10.58% <0.01 $41.36–47.21 · VW $44.07i $1,075,000 SEC
2019   Q3 22,881 0.01 Buy 0.01 $34.49–42.35 · VW $38.19i $965,000 SEC
2012   Q3 0 0.00 Sell 100.00% 0.12 $20.61–28.14 · VW $23.24i SEC
2012   Q2 109,128 0.12 $22.39 $2,444,000 SEC
2012   Q1 109,128 0.11 Add 5.17% <0.01 $14.50–21.61 · VW $17.60i $2,273,000 SEC
2011   Q4 103,763 0.09 Buy 0.09 $8.34–14.74 · VW $12.56i $1,507,000 SEC
Price snapshot:
Current price$81.19
52-week low$79.02
52-week high$134.56