Edgar Wachenheim - Greenhaven Associates Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar Corp. CL B (LEN.B)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 364,059 0.50 $84.12 $30,624,643 SEC
2025   Q4 364,059 0.56 $95.12 $34,629,292 SEC
2025   Q3 364,059 0.66 $119.99 $43,683,439 SEC
2025   Q2 364,059 0.57 $105.25 $38,317,210 SEC
2025   Q1 364,059 0.63 $109.07 $39,707,915 SEC
2024   Q4 364,059 0.71 Reduce 0.07% <0.01 $132.15 $48,110,397 SEC
2024   Q3 364,331 0.74 Reduce 24.53% 0.22 $172.94 $63,007,403 SEC
2024   Q2 482,750 0.88 Reduce 6.59% 0.05 $139.43 $67,309,833 SEC
2024   Q1 516,800 0.73 Reduce 9.24% 0.07 $154.18 $79,680,224 SEC
2023   Q4 569,409 0.81 Add 0.07% <0.01 $134.05 $76,329,276 SEC
2023   Q3 569,024 0.75 Reduce 0.74% <0.01 $102.23 $58,171,324 SEC
2023   Q2 573,294 0.86 Reduce 0.67% <0.01 $112.98 $64,770,756 SEC
2023   Q1 577,169 0.80 Reduce 0.40% <0.01 $89.31 $51,546,963 SEC
2022   Q4 579,464 0.77 Add 1.64% 0.01 $74.78 $43,332,318 SEC
2022   Q3 570,117 0.71 Reduce 0.84% <0.01 $59.51 $33,928,000 SEC
2022   Q2 574,964 0.73 Add 16.16% 0.10 $58.71 $33,756,000 SEC
2022   Q1 494,968 0.90 Add 9.74% 0.08 $68.35 $33,831,000 SEC
2021   Q4 451,048 1.09 Reduce 0.39% <0.01 $95.62 $43,129,000 SEC
2021   Q3 452,834 1.17 Reduce 0.28% <0.01 $77.59 $35,135,000 SEC
2021   Q2 454,101 1.08 Reduce 0.36% <0.01 $81.45 $36,987,000 SEC
2021   Q1 455,747 0.85 Add 0.03% <0.01 $82.34 $37,526,000 SEC
2020   Q4 455,624 0.53 Reduce 1.70% 0.01 $61.20 $27,884,000 SEC
2020   Q3 463,481 0.67 Reduce 19.37% 0.11 $65.66 $30,432,000 SEC
2020   Q2 574,858 0.59 Reduce 0.28% <0.01 $46.09 $26,495,000 SEC
2020   Q1 576,484 0.62 Add 0.61% <0.01 $28.92 $16,672,000 SEC
2019   Q4 573,014 0.57 Reduce 0.01% $44.70 $25,614,000 SEC
2019   Q3 573,055 0.51 Reduce 0.07% <0.01 $44.37 $25,426,000 SEC
2019   Q2 573,448 0.39 Reduce 0.22% <0.01 $38.51 $22,083,000 SEC
2019   Q1 574,697 0.40 Reduce 0.05% <0.01 $39.12 $22,482,000 SEC
2018   Q4 574,989 0.35 Add 0.84% <0.01 $31.33 $18,014,000 SEC
2018   Q3 570,189 0.34 Reduce 0.06% <0.01 $38.50 $21,952,000 SEC
2018   Q2 570,540 0.36 Reduce 0.56% <0.01 $42.69 $24,356,000 SEC
2018   Q1 573,727 0.43 Add 21.43% 0.08 $47.69 $27,361,000 SEC
2017   Q4 472,480 0.37 Buy 0.37 $51.68 $24,418,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.03 SEC
2005   Q4 13,160 0.03 Reduce 94.61% 0.48 $56.69 $746,000 SEC
2005   Q3 244,200 0.51 Reduce 28.66% 0.24 $55.41 $13,531,000 SEC
2005   Q2 342,300 0.84 Add 0.38% <0.01 $58.82 $20,134,000 SEC
2005   Q1 341,000 1.13 $52.71 $17,974,000 SEC
2004   Q4 341,000 1.26 Add 16.30% 0.18 $52.21 $17,804,000 SEC
2004   Q3 293,200 0.74 Add 36.75% 0.20 $43.80 $12,842,000 SEC
2004   Q2 214,400 0.49 $41.43 $8,883,000 SEC
2004   Q1 214,400 0.59 Add 100.00% 0.30 $50.91 $10,915,000 SEC
2003   Q4 107,200 0.51 $91.40 $9,798,000 SEC
2003   Q3 107,200 0.47 $74.98 $8,038,000 SEC
2003   Q2 107,200 0.46 Buy 0.46 $72.11 $7,730,000 SEC