GCM
LEN.B icon

GoodHaven Capital Management’s Lennar Class B LEN.B Stock Holding History

GoodHaven Capital Management’s Portfolio LEN.B Stock Details LEN.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Buy
3,000
+2,970
+9,900% +$299K 0.09% 24
2025
Q4 		$26.7K Buy
+30
New +$3.4K 0.01% 25

Other funds holding LEN.B

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GoodHaven Capital Management's LEN.B Position: Q1 2026 in Review

GoodHaven Capital Management increased its Lennar Class B (LEN.B) stake by 8.2% in Q1 2026, buying an estimated $1.25M and bringing the position to 163,440 shares worth $13.7M. The position accounts for 4.79% of the portfolio, ranked #9.

GoodHaven Capital Management first reported a position in LEN.B in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.5M in Q3 2024. 242 funds tracked by Wall St. Rank hold LEN.B as of Q1 2026.

  • GoodHaven Capital Management held 163,440 shares of Lennar Class B worth $13.7M as of Q1 2026.
  • GoodHaven Capital Management bought 12,385 Lennar Class B shares in Q1 2026, an estimated $1.25M.
  • Lennar Class B made up 4.79% of GoodHaven Capital Management's portfolio in Q1 2026, its #9 holding.
  • GoodHaven Capital Management first reported a position in Lennar Class B in Q4 2018 and has held it in 30 quarters since.
  • GoodHaven Capital Management's Lennar Class B position peaked at $18.5M in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Lennar Class B as of Q1 2026.

Based on GoodHaven Capital Management's 13F filing for Q1 2026, filed 12 May 2026.