Martin Whitman - Third Avenue Management
Holding/activity history for Lennar Corp. (LEN)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q3 | 0 | 0.00 | Sell 100.00% | 1.16 | SEC | ||
| 2021 Q2 | 90,776 | 1.16 | Reduce 26.44% | 0.42 | $96.51 | $8,761,000 | SEC |
| 2021 Q1 | 123,408 | 1.59 | Reduce 22.28% | 0.38 | $97.67 | $12,053,000 | SEC |
| 2020 Q4 | 158,779 | 1.70 | Reduce 52.43% | 1.96 | $76.23 | $12,104,000 | SEC |
| 2020 Q3 | 333,797 | 3.73 | Reduce 4.32% | 0.13 | $80.29 | $26,801,000 | SEC |
| 2020 Q2 | 348,885 | 3.01 | Reduce 43.19% | 1.50 | $61.62 | $21,499,000 | SEC |
| 2020 Q1 | 614,088 | 3.48 | Reduce 30.33% | 1.48 | $38.33 | $23,539,000 | SEC |
| 2019 Q4 | 881,440 | 4.89 | Reduce 6.59% | 0.31 | $56.12 | $49,464,000 | SEC |
| 2019 Q3 | 943,577 | 4.76 | Reduce 27.75% | 1.47 | $55.85 | $52,699,000 | SEC |
| 2019 Q2 | 1,305,992 | 5.31 | Reduce 32.88% | 2.53 | $48.46 | $63,289,000 | SEC |
| 2019 Q1 | 1,945,824 | 7.70 | Reduce 23.71% | 1.94 | $51.13 | $99,490,000 | SEC |
| 2018 Q4 | 2,550,662 | 8.16 | Reduce 2.99% | 0.21 | $39.15 | $99,859,000 | SEC |
| 2018 Q3 | 2,629,208 | 6.93 | Add 0.08% | <0.01 | $46.69 | $122,758,000 | SEC |
| 2018 Q2 | 2,627,183 | 6.84 | Reduce 0.32% | 0.03 | $52.50 | $137,928,000 | SEC |
| 2018 Q1 | 2,635,519 | 7.91 | Add 0.38% | 0.03 | $58.94 | $155,338,000 | SEC |
| 2017 Q4 | 2,625,452 | 7.98 | Reduce 8.50% | 0.59 | $63.24 | $166,034,000 | SEC |
| 2017 Q3 | 2,869,290 | 6.90 | Reduce 0.03% | <0.01 | $52.80 | $151,499,000 | SEC |
| 2017 Q2 | 2,870,041 | 6.91 | Reduce 2.93% | 0.21 | $53.32 | $153,031,000 | SEC |
| 2017 Q1 | 2,956,713 | 7.04 | Add 0.16% | 0.01 | $51.19 | $151,354,000 | SEC |
| 2016 Q4 | 2,951,947 | 5.89 | Add 199.93% | 3.93 | $42.93 | $126,727,000 | SEC |
| 2016 Q3 | 984,200 | 1.96 | Reduce 7.47% | 0.17 | $42.34 | $41,671,000 | SEC |
| 2016 Q2 | 1,063,600 | 2.24 | Reduce 5.29% | 0.11 | $46.10 | $49,032,000 | SEC |
| 2016 Q1 | 1,123,000 | 2.14 | Buy | 2.14 | $48.36 | $54,308,000 | SEC |
| 2012 Q1 | 0 | 0.00 | Sell 100.00% | 1.48 | SEC | ||
| 2011 Q4 | 2,452,069 | 1.48 | Add 0.28% | <0.01 | $19.65 | $48,183,000 | SEC |
| 2011 Q3 | 2,445,269 | 1.02 | Add 0.45% | <0.01 | $13.54 | $33,109,000 | SEC |
| 2011 Q2 | 2,434,369 | 1.07 | Reduce 0.54% | <0.01 | $18.15 | $44,184,000 | SEC |
| 2011 Q1 | 2,447,569 | 0.97 | Reduce 0.11% | <0.01 | $18.12 | $44,350,000 | SEC |
| 2010 Q4 | 2,450,369 | 1.01 | Add 28.37% | 0.22 | $18.75 | $45,944,000 | SEC |
| 2010 Q3 | 1,908,800 | 0.68 | Add 111.43% | 0.36 | $15.38 | $29,357,000 | SEC |
| 2010 Q2 | 902,800 | 0.33 | Buy | 0.33 | $13.91 | $12,558,000 | SEC |