GoodHaven Capital Management’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
138,655
+4,973
| +4% | +$523K | 5.07% | 8 |
|
|
2025
Q1 | $14.6M | Buy |
133,682
+21,448
| +19% | +$2.34M | 4.94% | 8 |
|
|
2024
Q4 | $14.1M | Hold |
112,234
| – | – | 4.55% | 9 |
|
|
2024
Q3 | $18.5M | Hold |
112,234
| – | – | 6.12% | 6 |
|
|
2024
Q2 | $14.9M | Buy |
112,234
+3,977
| +4% | +$527K | 5.46% | 7 |
|
|
2024
Q1 | $15.9M | Hold |
108,257
| – | – | 5.97% | 6 |
|
|
2023
Q4 | $13.8M | Sell |
108,257
-789
| -0.7% | -$101K | 5.98% | 6 |
|
|
2023
Q3 | $10.6M | Buy |
109,046
+2,474
| +2% | +$240K | 5.56% | 6 |
|
|
2023
Q2 | $11.4M | Sell |
106,572
-315
| -0.3% | -$33.8K | 6.86% | 5 |
|
|
2023
Q1 | $9.07M | Sell |
106,887
-32
| -0% | -$2.72K | 5.84% | 5 |
|
|
2022
Q4 | $7.6M | Buy |
106,919
+3,366
| +3% | +$239K | 5.11% | 7 |
|
|
2022
Q3 | $5.86M | Hold |
103,553
| – | – | 4.24% | 8 |
|
|
2022
Q2 | $5.78M | Buy |
103,553
+4,827
| +5% | +$269K | 4.25% | 8 |
|
|
2022
Q1 | $6.41M | Buy |
98,726
+7,785
| +9% | +$506K | 3.83% | 9 |
|
|
2021
Q4 | $8.27M | Buy |
90,941
+105
| +0.1% | +$9.54K | 4.83% | 5 |
|
|
2021
Q3 | $6.7M | Buy |
90,836
+2,314
| +3% | +$171K | 4.36% | 7 |
|
|
2021
Q2 | $6.85M | Hold |
88,522
| – | – | 4.56% | 7 |
|
|
2021
Q1 | $6.93M | Sell |
88,522
-105
| -0.1% | -$8.22K | 5.19% | 6 |
|
|
2020
Q4 | $5.16M | Sell |
88,627
-105
| -0.1% | -$6.11K | 4.29% | 9 |
|
|
2020
Q3 | $5.54M | Hold |
88,732
| – | – | 5.06% | 6 |
|
|
2020
Q2 | $3.89M | Hold |
88,732
| – | – | 4.03% | 9 |
|
|
2020
Q1 | $2.44M | Sell |
88,732
-3,787
| -4% | -$104K | 2.68% | 16 |
|
|
2019
Q4 | $3.93M | Sell |
92,519
-5,313
| -5% | -$226K | 3.13% | 15 |
|
|
2019
Q3 | $4.13M | Buy |
97,832
+16,990
| +21% | +$717K | 3.24% | 16 |
|
|
2019
Q2 | $2.96M | Hold |
80,842
| – | – | 2.39% | 17 |
|
|
2019
Q1 | $3.01M | Hold |
80,842
| – | – | 2.44% | 17 |
|
|
2018
Q4 | $2.41M | Buy |
+80,842
| New | +$2.41M | 1.9% | 17 |
|