Glenn Greenberg - Brave Warrior Advisors,
Holding/activity history for Lennar Corp. (LEN)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,410,050 | 5.18 | Reduce 0.06% | <0.01 | $86.84 | $209,288,742 | SEC |
| 2025 Q4 | 2,411,414 | 5.81 | Add 20.24% | 0.98 | $102.80 | $247,893,359 | SEC |
| 2025 Q3 | 2,005,506 | 5.87 | Reduce 7.03% | 0.38 | $126.04 | $252,773,976 | SEC |
| 2025 Q2 | 2,157,127 | 5.47 | Reduce 1.48% | 0.09 | $110.61 | $238,599,817 | SEC |
| 2025 Q1 | 2,189,608 | 5.76 | Add 23.40% | 1.09 | $114.78 | $251,323,206 | SEC |
| 2024 Q4 | 1,774,390 | 6.02 | Reduce 0.36% | 0.03 | $136.37 | $241,973,564 | SEC |
| 2024 Q3 | 1,780,852 | 6.93 | Add 12.33% | 0.76 | $187.48 | $333,874,133 | SEC |
| 2024 Q2 | 1,585,312 | 5.27 | Add 56.27% | 1.90 | $149.87 | $237,590,709 | SEC |
| 2024 Q1 | 1,014,441 | 3.65 | Add 77.48% | 1.59 | $171.98 | $174,463,563 | SEC |
| 2023 Q4 | 571,567 | 2.03 | Reduce 43.63% | 1.24 | $149.04 | $85,186,346 | SEC |
| 2023 Q3 | 1,013,938 | 2.84 | Add 40.22% | 0.81 | $112.23 | $113,794,262 | SEC |
| 2023 Q2 | 723,116 | 2.39 | Reduce 17.35% | 0.49 | $125.31 | $90,613,666 | SEC |
| 2023 Q1 | 874,890 | 2.84 | Reduce 0.41% | 0.01 | $105.11 | $91,959,688 | SEC |
| 2022 Q4 | 878,465 | 2.51 | Reduce 2.17% | 0.05 | $90.50 | $79,501,082 | SEC |
| 2022 Q3 | 897,919 | 2.31 | Add 10.52% | 0.22 | $74.55 | $66,940,000 | SEC |
| 2022 Q2 | 812,464 | 1.97 | Add 13.50% | 0.23 | $70.57 | $57,336,000 | SEC |
| 2022 Q1 | 715,804 | 1.71 | Buy | 1.71 | $81.17 | $58,102,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | 3.70 | SEC | ||
| 2020 Q2 | 1,208,285 | 3.70 | Reduce 27.97% | 1.03 | $61.62 | $74,455,000 | SEC |
| 2020 Q1 | 1,677,451 | 3.69 | Reduce 29.21% | 2.04 | $38.20 | $64,079,000 | SEC |
| 2019 Q4 | 2,369,627 | 6.99 | Reduce 5.77% | 0.43 | $55.79 | $132,201,000 | SEC |
| 2019 Q3 | 2,514,744 | 7.49 | Reduce 25.48% | 2.22 | $55.85 | $140,448,000 | SEC |
| 2019 Q2 | 3,374,497 | 8.70 | Reduce 7.22% | 0.65 | $48.46 | $163,528,000 | SEC |
| 2019 Q1 | 3,637,167 | 8.97 | Add 6.24% | 0.53 | $49.09 | $178,549,000 | SEC |
| 2018 Q4 | 3,423,382 | 6.82 | Add 54.53% | 2.41 | $39.15 | $134,025,000 | SEC |
| 2018 Q3 | 2,215,308 | 4.41 | Buy | 4.41 | $46.69 | $103,433,000 | SEC |