Edgar Wachenheim - Greenhaven Associates Inc
Holding/activity history for Lennar Corp. (LEN)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 10,632,131 | 15.21 | Add 5.33% | 0.77 | $86.84 | $923,294,256 | SEC |
| 2025 Q4 | 10,094,147 | 16.82 | Add 4.57% | 0.73 | $102.80 | $1,037,678,312 | SEC |
| 2025 Q3 | 9,653,394 | 18.50 | Add 1.68% | 0.31 | $126.04 | $1,216,713,780 | SEC |
| 2025 Q2 | 9,493,585 | 15.62 | Add 0.57% | 0.09 | $110.61 | $1,050,085,437 | SEC |
| 2025 Q1 | 9,439,955 | 17.22 | Add 3.00% | 0.50 | $114.78 | $1,083,518,035 | SEC |
| 2024 Q4 | 9,164,735 | 18.49 | Add 0.85% | 0.16 | $136.37 | $1,249,794,912 | SEC |
| 2024 Q3 | 9,087,186 | 19.98 | Add 1.28% | 0.25 | $187.48 | $1,703,665,631 | SEC |
| 2024 Q2 | 8,972,532 | 17.67 | Add 0.44% | 0.08 | $149.87 | $1,344,713,371 | SEC |
| 2024 Q1 | 8,933,457 | 14.15 | Reduce 1.21% | 0.17 | $171.98 | $1,536,375,935 | SEC |
| 2023 Q4 | 9,042,711 | 14.37 | Add 0.67% | 0.10 | $149.04 | $1,347,725,647 | SEC |
| 2023 Q3 | 8,982,250 | 13.07 | Reduce 0.93% | 0.14 | $112.23 | $1,008,077,918 | SEC |
| 2023 Q2 | 9,066,250 | 15.09 | Reduce 0.39% | 0.06 | $125.31 | $1,136,091,788 | SEC |
| 2023 Q1 | 9,101,388 | 14.85 | Reduce 1.76% | 0.26 | $105.11 | $956,646,893 | SEC |
| 2022 Q4 | 9,264,265 | 14.88 | Reduce 0.60% | 0.09 | $90.50 | $838,415,983 | SEC |
| 2022 Q3 | 9,319,777 | 14.62 | Reduce 0.01% | <0.01 | $74.55 | $694,789,000 | SEC |
| 2022 Q2 | 9,320,767 | 14.20 | Add 24.78% | 2.82 | $70.57 | $657,767,000 | SEC |
| 2022 Q1 | 7,469,610 | 16.08 | Add 3.81% | 0.59 | $81.17 | $606,308,000 | SEC |
| 2021 Q4 | 7,195,302 | 21.13 | Add 2.75% | 0.57 | $116.16 | $835,806,000 | SEC |
| 2021 Q3 | 7,002,894 | 21.87 | Reduce 0.28% | 0.06 | $93.68 | $656,031,000 | SEC |
| 2021 Q2 | 7,022,487 | 20.39 | Reduce 0.04% | <0.01 | $99.35 | $697,684,000 | SEC |
| 2021 Q1 | 7,025,222 | 16.07 | Reduce 6.87% | 0.74 | $101.23 | $711,163,000 | SEC |
| 2020 Q4 | 7,543,842 | 10.83 | Reduce 0.58% | 0.08 | $76.23 | $575,067,000 | SEC |
| 2020 Q3 | 7,587,525 | 13.62 | Reduce 19.79% | 2.55 | $81.68 | $619,749,000 | SEC |
| 2020 Q2 | 9,459,894 | 12.90 | Reduce 1.77% | 0.24 | $61.62 | $582,919,000 | SEC |
| 2020 Q1 | 9,630,790 | 13.69 | Add 5.86% | 0.76 | $38.20 | $367,896,000 | SEC |
| 2019 Q4 | 9,097,972 | 11.32 | Reduce 2.63% | 0.28 | $55.79 | $507,576,000 | SEC |
| 2019 Q3 | 9,344,099 | 10.55 | Add 0.28% | 0.03 | $55.85 | $521,868,000 | SEC |
| 2019 Q2 | 9,317,715 | 7.88 | Reduce 0.39% | 0.03 | $48.46 | $451,536,000 | SEC |
| 2019 Q1 | 9,354,285 | 8.16 | Add 0.03% | <0.01 | $49.09 | $459,202,000 | SEC |
| 2018 Q4 | 9,351,491 | 7.06 | Add 0.72% | 0.05 | $39.15 | $366,111,000 | SEC |
| 2018 Q3 | 9,284,459 | 6.71 | Add 0.22% | 0.01 | $46.69 | $433,491,000 | SEC |
| 2018 Q2 | 9,264,187 | 7.28 | Add 6.60% | 0.45 | $52.50 | $486,370,000 | SEC |
| 2018 Q1 | 8,690,739 | 8.06 | Add 59.53% | 3.01 | $58.94 | $512,232,000 | SEC |
| 2017 Q4 | 5,447,723 | 5.20 | Add 0.42% | 0.02 | $63.24 | $344,514,000 | SEC |
| 2017 Q3 | 5,425,123 | 4.30 | Add 0.08% | <0.01 | $52.80 | $286,446,000 | SEC |
| 2017 Q2 | 5,420,516 | 4.37 | Add 0.86% | 0.04 | $53.32 | $289,022,000 | SEC |
| 2017 Q1 | 5,374,316 | 4.37 | Reduce 0.37% | 0.01 | $51.19 | $275,111,000 | SEC |
| 2016 Q4 | 5,394,007 | 3.91 | Add 6.62% | 0.24 | $42.93 | $231,565,000 | SEC |
| 2016 Q3 | 5,059,049 | 4.09 | Add 5.46% | 0.21 | $42.34 | $214,200,000 | SEC |
| 2016 Q2 | 4,797,172 | 4.34 | Reduce 0.20% | <0.01 | $46.10 | $221,150,000 | SEC |
| 2016 Q1 | 4,806,982 | 4.44 | Add 17.63% | 0.67 | $48.36 | $232,466,000 | SEC |
| 2015 Q4 | 4,086,652 | 3.80 | Buy | 3.80 | $48.91 | $199,878,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 0.06 | SEC | ||
| 2005 Q4 | 24,600 | 0.06 | Reduce 82.38% | 0.26 | $61.02 | $1,501,000 | SEC |
| 2005 Q3 | 139,600 | 0.32 | Reduce 88.21% | 2.77 | $59.76 | $8,342,000 | SEC |
| 2005 Q2 | 1,184,300 | 3.14 | Add 6.32% | 0.19 | $63.45 | $75,144,000 | SEC |
| 2005 Q1 | 1,113,900 | 3.96 | Reduce 10.56% | 0.53 | $56.68 | $63,136,000 | SEC |
| 2004 Q4 | 1,245,400 | 5.01 | Reduce 24.13% | 1.08 | $56.68 | $70,589,000 | SEC |
| 2004 Q3 | 1,641,400 | 4.48 | Add 0.86% | 0.04 | $47.60 | $78,131,000 | SEC |
| 2004 Q2 | 1,627,400 | 4.01 | $44.72 | $72,777,000 | SEC | ||
| 2004 Q1 | 1,627,400 | 4.73 | Add 100.00% | 2.37 | $54.03 | $87,928,000 | SEC |
| 2003 Q4 | 813,700 | 4.05 | Reduce 24.10% | 1.18 | $96.00 | $78,115,000 | SEC |
| 2003 Q3 | 1,072,000 | 4.91 | $77.79 | $83,391,000 | SEC | ||
| 2003 Q2 | 1,072,000 | 4.52 | Reduce 0.46% | 0.03 | $71.50 | $76,648,000 | SEC |
| 2003 Q1 | 1,077,000 | 7.27 | $53.55 | $57,673,000 | SEC | ||
| 2002 Q4 | 1,077,000 | 6.84 | $51.60 | $55,573,000 | SEC | ||
| 2002 Q3 | 1,077,000 | 4.87 | Add 2.04% | 0.10 | $55.78 | $60,075,000 | SEC |
| 2002 Q2 | 1,055,500 | 4.08 | Reduce 15.57% | 1.42 | $61.20 | $64,597,000 | SEC |
| 2002 Q1 | 1,250,200 | 9.11 | Add 80.77% | 4.07 | $52.76 | $65,961,000 | SEC |
| 2001 Q4 | 691,600 | 2.24 | Add 190.34% | 1.47 | $45.79 | $31,668,000 | SEC |
| 2001 Q3 | 238,200 | 0.89 | Reduce 1.04% | <0.01 | $36.04 | $8,585,000 | SEC |
| 2001 Q2 | 240,700 | 0.85 | Add 2,307.00% | 0.81 | $41.70 | $10,037,000 | SEC |
| 2001 Q1 | 10,000 | 0.03 | Reduce 99.45% | 4.87 | $39.90 | $399,000 | SEC |
| 2000 Q4 | 1,811,050 | 4.90 | Reduce 4.48% | 0.22 | $35.12 | $63,613,000 | SEC |
| 2000 Q3 | 1,896,010 | 4.97 | Reduce 2.10% | 0.09 | $30.06 | $56,999,000 | SEC |
| 2000 Q2 | 1,936,702 | 4.16 | Add 117.68% | 2.25 | $20.25 | $39,218,000 | SEC |
| 2000 Q1 | 889,700 | 1.79 | Reduce 1.93% | 0.03 | $21.69 | $19,295,000 | SEC |
| 1999 Q4 | 907,200 | 1.40 | Buy | 1.40 | $16.25 | $14,742,000 | SEC |