Martin Whitman - Third Avenue Management
Holding/activity history for Lennar Corp. CL B (LEN.B)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 142,843 | 1.95 | Reduce 3.49% | 0.09 | $84.12 | $12,015,953 | SEC |
| 2025 Q4 | 148,008 | 2.56 | Add 0.11% | <0.01 | $95.12 | $14,078,521 | SEC |
| 2025 Q3 | 147,843 | 3.39 | Reduce 0.13% | <0.01 | $121.97 | $18,032,411 | SEC |
| 2025 Q2 | 148,033 | 3.21 | Add 0.18% | <0.01 | $105.25 | $15,580,473 | SEC |
| 2025 Q1 | 147,770 | 3.23 | Reduce 8.66% | 0.36 | $109.07 | $16,117,274 | SEC |
| 2024 Q4 | 161,781 | 4.14 | $132.15 | $21,379,359 | SEC | ||
| 2024 Q3 | 161,781 | 4.57 | $172.94 | $27,978,406 | SEC | ||
| 2024 Q2 | 161,781 | 3.87 | Reduce 3.30% | 0.14 | $139.43 | $22,557,125 | SEC |
| 2024 Q1 | 167,294 | 4.12 | Reduce 3.69% | 0.14 | $154.18 | $25,793,389 | SEC |
| 2023 Q4 | 173,710 | 3.82 | Reduce 15.62% | 0.56 | $134.05 | $23,285,826 | SEC |
| 2023 Q3 | 205,872 | 3.60 | Reduce 3.51% | 0.14 | $104.25 | $21,462,156 | SEC |
| 2023 Q2 | 213,368 | 3.98 | Reduce 21.98% | 0.92 | $112.98 | $24,106,317 | SEC |
| 2023 Q1 | 273,468 | 4.17 | Reduce 16.63% | 0.71 | $89.31 | $24,423,427 | SEC |
| 2022 Q4 | 328,008 | 4.27 | Reduce 16.64% | 0.77 | $74.78 | $24,528,438 | SEC |
| 2022 Q3 | 393,471 | 4.61 | Reduce 1.98% | 0.08 | $59.51 | $23,416,000 | SEC |
| 2022 Q2 | 401,412 | 4.20 | Reduce 15.40% | 0.68 | $58.71 | $23,567,000 | SEC |
| 2022 Q1 | 474,491 | 4.42 | Reduce 0.76% | 0.05 | $68.35 | $32,432,000 | SEC |
| 2021 Q4 | 478,130 | 6.01 | Reduce 1.35% | 0.07 | $95.62 | $45,719,000 | SEC |
| 2021 Q3 | 484,684 | 5.06 | Add 0.40% | 0.02 | $77.59 | $37,607,000 | SEC |
| 2021 Q2 | 482,741 | 5.20 | Add 0.20% | 0.01 | $81.45 | $39,320,000 | SEC |
| 2021 Q1 | 481,800 | 5.25 | Add 0.17% | <0.01 | $82.34 | $39,672,000 | SEC |
| 2020 Q4 | 480,974 | 4.13 | Reduce 31.11% | 1.98 | $61.20 | $29,436,000 | SEC |
| 2020 Q3 | 698,183 | 6.37 | Reduce 14.72% | 0.78 | $65.66 | $45,843,000 | SEC |
| 2020 Q2 | 818,696 | 5.29 | Reduce 17.57% | 0.75 | $46.09 | $37,734,000 | SEC |
| 2020 Q1 | 993,183 | 4.25 | Reduce 12.14% | 0.61 | $28.92 | $28,723,000 | SEC |
| 2019 Q4 | 1,130,388 | 5.00 | Reduce 11.35% | 0.58 | $44.70 | $50,529,000 | SEC |
| 2019 Q3 | 1,275,135 | 5.11 | Add 0.70% | 0.04 | $44.37 | $56,578,000 | SEC |
| 2019 Q2 | 1,266,322 | 4.09 | Add 1.45% | 0.06 | $38.51 | $48,767,000 | SEC |
| 2019 Q1 | 1,248,201 | 3.95 | Add 0.46% | 0.02 | $40.90 | $51,052,000 | SEC |
| 2018 Q4 | 1,242,536 | 3.18 | Add 5.68% | 0.17 | $31.33 | $38,929,000 | SEC |
| 2018 Q3 | 1,175,800 | 2.56 | Add 7.09% | 0.17 | $38.50 | $45,269,000 | SEC |
| 2018 Q2 | 1,098,003 | 2.32 | Add 149.61% | 1.39 | $42.69 | $46,874,000 | SEC |
| 2018 Q1 | 439,890 | 1.07 | Add 212.50% | 0.73 | $47.69 | $20,979,000 | SEC |
| 2017 Q4 | 140,763 | 0.35 | Add 199.46% | 0.23 | $51.68 | $7,275,000 | SEC |
| 2017 Q3 | 47,006 | 0.10 | Reduce 2.43% | <0.01 | $45.10 | $2,120,000 | SEC |
| 2017 Q2 | 48,179 | 0.10 | Reduce 4.51% | <0.01 | $44.98 | $2,167,000 | SEC |
| 2017 Q1 | 50,456 | 0.10 | Add 344.31% | 0.08 | $41.80 | $2,109,000 | SEC |
| 2016 Q4 | 11,356 | 0.02 | Buy | 0.02 | $34.52 | $392,000 | SEC |