Harry Burn - Sound Shore Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar Corp. (LEN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.88 SEC
2025   Q1 466,752 1.88 Add 17.78% 0.28 $114.78 $53,573,795 SEC
2024   Q4 396,289 1.78 Add 12.16% 0.19 $136.37 $54,041,931 SEC
2024   Q3 353,340 2.15 Reduce 11.37% 0.23 $187.48 $66,244,183 SEC
2024   Q2 398,662 1.99 Reduce 3.07% 0.07 $149.87 $59,747,474 SEC
2024   Q1 411,279 2.21 Add 3.60% 0.08 $171.98 $70,731,762 SEC
2023   Q4 396,979 2.05 Reduce 19.28% 0.41 $149.04 $59,165,750 SEC
2023   Q3 491,786 2.11 Add 9.95% 0.19 $112.23 $55,193,143 SEC
2023   Q2 447,287 2.07 Reduce 46.81% 1.56 $125.31 $56,049,534 SEC
2023   Q1 840,931 3.33 Reduce 16.71% 0.57 $105.11 $88,390,258 SEC
2022   Q4 1,009,671 3.44 Reduce 6.08% 0.20 $90.50 $91,375,226 SEC
2022   Q3 1,074,989 3.24 Reduce 23.24% 0.84 $74.55 $80,140,000 SEC
2022   Q2 1,400,484 3.62 Add 2.36% 0.08 $70.57 $98,832,000 SEC
2022   Q1 1,368,189 3.23 Add 111.92% 1.71 $81.17 $111,056,000 SEC
2021   Q4 645,629 2.08 Reduce 31.05% 0.77 $116.16 $74,996,000 SEC
2021   Q3 936,425 2.48 Add 32.04% 0.60 $93.68 $87,724,000 SEC
2021   Q2 709,204 1.96 Reduce 8.08% 0.18 $99.35 $70,459,000 SEC
2021   Q1 771,547 2.28 Reduce 23.81% 0.55 $101.23 $78,104,000 SEC
2020   Q4 1,012,607 2.30 Add 9.78% 0.20 $76.23 $77,191,000 SEC
2020   Q3 922,412 2.35 Reduce 35.64% 0.97 $81.68 $75,343,000 SEC
2020   Q2 1,433,293 2.72 Reduce 43.05% 1.44 $61.62 $88,320,000 SEC
2020   Q1 2,516,837 3.35 Add 23.45% 0.64 $38.20 $96,143,000 SEC
2019   Q4 2,038,818 2.66 Reduce 35.59% 1.35 $55.79 $113,746,000 SEC
2019   Q3 3,165,509 3.79 Add 18.39% 0.59 $55.85 $176,794,000 SEC
2019   Q2 2,673,703 2.61 Add 2.12% 0.05 $48.46 $129,568,000 SEC
2019   Q1 2,618,119 2.56 Reduce 2.68% 0.06 $49.09 $128,523,000 SEC
2018   Q4 2,690,108 2.23 Buy 2.23 $39.15 $105,318,000 SEC