Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
LENB —
Lennar Corp - Class B
CUSIP: 526057302 · Held by 6 superinvestors · Combined value: $67,921,483
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 0.6% | $34,629,292 | 364,059 | - | - |
| 2 | Warren Buffett | 0.0% | $17,214,818 | 180,980 | - | - |
| 3 | Third Avenue Management | 2.6% | $14,078,521 | 148,008 | ADD | +165 |
| 4 | Samantha McLemore | 0.1% | $1,189,000 | 12,500 | - | - |
| 5 | Ken Griffin | 0.0% | $534,004 | 5,614 | NEW BUY | +5,614 |
| 6 | Jim Simons | 0.0% | $275,848 | 2,900 | REDUCE | -10,700 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | NEW BUY | +5,614 | New |
| Third Avenue Management | ADD | +165 | +0.1% |
| Jim Simons | REDUCE | -10,700 | -78.7% |
| Torray LLC | SOLD | -135,369 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Torray LLC | ADD | +5,627 | +4.3% |
| Warren Buffett | ADD | +50 | - |
| Jim Simons | REDUCE | -8,252 | -37.8% |
| Third Avenue Management | REDUCE | -190 | -0.1% |
Who Owns LENB? Superinvestor Holdings
Lennar Corp - Class B is held by 6 tracked superinvestors, with a combined position value of $68 million . The largest positions are held by Greenhaven Associates (0.6% of portfolio), Warren Buffett (0.0% of portfolio), Third Avenue Management (2.6% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 1 reduced or exited.