APCM
Arbiter Partners Capital Management’s Lennar Class B LEN.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Hold |
5,629
| – | – | 0.52% | 18 |
|
|
2025
Q1 | $614K | Hold |
5,629
| – | – | 0.44% | 19 |
|
|
2024
Q4 | $744K | Sell |
5,629
-1,260
| -18% | -$167K | 0.46% | 15 |
|
|
2024
Q3 | $1.19M | Sell |
6,889
-798
| -10% | -$138K | 1.05% | 11 |
|
|
2024
Q2 | $1.07M | Hold |
7,687
| – | – | 1.07% | 12 |
|
|
2024
Q1 | $1.19M | Hold |
7,687
| – | – | 1.49% | 10 |
|
|
2023
Q4 | $1.03M | Hold |
7,687
| – | – | 1.17% | 12 |
|
|
2023
Q3 | $786K | Hold |
7,687
| – | – | 1% | 20 |
|
|
2023
Q2 | $868K | Sell |
7,687
-15,219
| -66% | -$1.72M | 0.93% | 20 |
|
|
2023
Q1 | $2.05M | Sell |
22,906
-72,214
| -76% | -$6.45M | 1.91% | 12 |
|
|
2022
Q4 | $7.11M | Hold |
95,120
| – | – | 6.14% | 3 |
|
|
2022
Q3 | $5.66M | Sell |
95,120
-4,000
| -4% | -$238K | 3.61% | 4 |
|
|
2022
Q2 | $5.82M | Buy |
99,120
+18,000
| +22% | +$1.06M | 3.62% | 6 |
|
|
2022
Q1 | $5.55M | Buy |
81,120
+8,260
| +11% | +$565K | 2.91% | 8 |
|
|
2021
Q4 | $6.97M | Hold |
72,860
| – | – | 0.85% | 7 |
|
|
2021
Q3 | $5.65M | Buy |
72,860
+2,000
| +3% | +$155K | 0.89% | 8 |
|
|
2021
Q2 | $5.77M | Sell |
70,860
-33,000
| -32% | -$2.69M | 0.96% | 8 |
|
|
2021
Q1 | $8.55M | Sell |
103,860
-9,640
| -8% | -$794K | 0.62% | 7 |
|
|
2020
Q4 | $6.95M | Sell |
113,500
-27,000
| -19% | -$1.65M | 0.84% | 8 |
|
|
2020
Q3 | $9.23M | Sell |
140,500
-40,286
| -22% | -$2.65M | 0.41% | 7 |
|
|
2020
Q2 | $8.33M | Buy |
180,786
+20,000
| +12% | +$922K | 0.66% | 6 |
|
|
2020
Q1 | $4.65M | Hold |
160,786
| – | – | 0.69% | 5 |
|
|
2019
Q4 | $7.19M | Hold |
160,786
| – | – | 1.04% | 5 |
|
|
2019
Q3 | $7.13M | Buy |
160,786
+2,092
| +1% | +$92.8K | 1.3% | 6 |
|
|
2019
Q2 | $6.11M | Hold |
158,694
| – | – | 1.18% | 7 |
|
|
2019
Q1 | $6.21M | Hold |
158,694
| – | – | 1.25% | 7 |
|
|
2018
Q4 | $4.97M | Buy |
158,694
+33,000
| +26% | +$1.03M | 0.56% | 11 |
|
|
2018
Q3 | $4.84M | Buy |
125,694
+26,054
| +26% | +$1M | 0.48% | 14 |
|
|
2018
Q2 | $4.25M | Hold |
99,640
| – | – | 0.42% | 15 |
|
|
2018
Q1 | $4.75M | Sell |
99,640
-177,501
| -64% | -$8.47M | 0.57% | 15 |
|
|
2017
Q4 | $14.3M | Sell |
277,141
-91,350
| -25% | -$4.72M | 1.6% | 9 |
|
|
2017
Q3 | $16.6M | Hold |
368,491
| – | – | 1.85% | 6 |
|
|
2017
Q2 | $16.6M | Hold |
368,491
| – | – | 2.03% | 6 |
|
|
2017
Q1 | $15.4M | Hold |
368,491
| – | – | 1.99% | 8 |
|
|
2016
Q4 | $12.7M | Hold |
368,491
| – | – | 2.13% | 7 |
|
|
2016
Q3 | $12.4M | Hold |
368,491
| – | – | 1.47% | 9 |
|
|
2016
Q2 | $13.7M | Sell |
368,491
-28,707
| -7% | -$1.07M | 1.77% | 6 |
|
|
2016
Q1 | $15.4M | Sell |
397,198
-24,838
| -6% | -$962K | 2.88% | 4 |
|
|
2015
Q4 | $17M | Hold |
422,036
| – | – | 2.17% | 8 |
|
|
2015
Q3 | $16.7M | Buy |
422,036
+13,500
| +3% | +$535K | 1.64% | 7 |
|
|
2015
Q2 | $17.6M | Buy |
408,536
+141,996
| +53% | +$6.12M | 1.57% | 6 |
|
|
2015
Q1 | $11M | Buy |
266,540
+41,908
| +19% | +$1.72M | 0.95% | 9 |
|
|
2014
Q4 | $8.11M | Buy |
224,632
+1,600
| +0.7% | +$57.8K | 0.75% | 16 |
|
|
2014
Q3 | $7.14M | Buy |
223,032
+31,158
| +16% | +$997K | 0.7% | 13 |
|
|
2014
Q2 | $6.82M | Hold |
191,874
| – | – | 0.67% | 16 |
|
|
2014
Q1 | $6.26M | Buy |
191,874
+1,100
| +0.6% | +$35.9K | 0.7% | 17 |
|
|
2013
Q4 | $6.43M | Buy |
190,774
+36,254
| +23% | +$1.22M | 0.89% | 15 |
|
|
2013
Q3 | $4.43M | Buy |
154,520
+84,900
| +122% | +$2.43M | 1.06% | 19 |
|
|
2013
Q2 | $1.97M | Buy |
+69,620
| New | +$1.97M | 0.29% | 28 |
|