Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
Holdings Activity Buys Sells    History
Holding/activity history for  Lennar Corp. CL B (LEN.B)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 2.28 SEC
2025   Q3 135,369 2.28 Add 4.34% 0.09 $119.99 $16,242,926 SEC
2025   Q2 129,742 1.98 Add 33.95% 0.50 $105.25 $13,655,346 SEC
2025   Q1 96,859 1.57 $109.07 $10,564,411 SEC
2024   Q4 96,859 1.84 $132.15 $12,799,917 SEC
2024   Q3 96,859 2.34 $172.94 $16,750,795 SEC
2024   Q2 96,859 2.02 Reduce 11.65% 0.29 $139.43 $13,505,050 SEC
2024   Q1 109,629 2.53 $154.18 $16,902,599 SEC
2023   Q4 109,629 2.38 $134.05 $14,695,767 SEC
2023   Q3 109,629 1.98 $102.23 $11,207,373 SEC
2023   Q2 109,629 2.14 $112.98 $12,385,884 SEC
2023   Q1 109,629 1.76 $89.31 $9,790,966 SEC
2022   Q4 109,629 1.48 Buy 1.48 $74.78 $8,198,057 SEC