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Third Avenue Management’s Lennar Class A LEN Stock Holding History

Third Avenue Management’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-93,772
Closed -$8.76M – 62
2021
Q2 		$8.76M Sell
93,772
-33,708
-26% -$3.26M 1.16% 29
2021
Q1 		$12.1M Sell
127,480
-36,539
-22% -$3.07M 1.59% 23
2020
Q4 		$12.1M Sell
164,019
-180,793
-52% -$13.5M 1.7% 20
2020
Q3 		$26.8M Sell
344,812
-15,586
-4% -$1.11M 3.73% 9
2020
Q2 		$21.5M Sell
360,398
-273,955
-43% -$14M 3.01% 12
2020
Q1 		$23.5M Sell
634,353
-276,175
-30% -$15.6M 3.48% 9
2019
Q4 		$49.5M Sell
910,528
-64,187
-7% -$3.66M 4.89% 6
2019
Q3 		$52.7M Sell
974,715
-374,375
-28% -$18.2M 4.76% 5
2019
Q2 		$63.3M Sell
1,349,090
-660,946
-33% -$33M 5.31% 4
2019
Q1 		$99.5M Sell
2,010,036
-624,798
-24% -$28.3M 7.7% 3
2018
Q4 		$99.9M Sell
2,634,834
-81,138
-3% -$3.31M 8.07% 3
2018
Q3 		$123M Buy
2,715,972
+2,092
+0.1% +$105K 6.93% 3
2018
Q2 		$138M Sell
2,713,880
-8,611
-0.3% -$451K 6.84% 4
2018
Q1 		$155M Buy
2,722,491
+10,399
+0.4% +$627K 7.9% 3
2017
Q4 		$166M Sell
2,712,092
-302,272
-10% -$17.2M 7.97% 3
2017
Q3 		$151M Sell
3,014,364
-789
-0% -$39.3K 6.83% 3
2017
Q2 		$153M Sell
3,015,153
-91,054
-3% -$4.48M 6.81% 3
2017
Q1 		$151M Buy
3,106,207
+5,007
+0.2% +$227K 6.92% 3
2016
Q4 		$127M Buy
3,101,200
+2,067,238
+200% +$83.6M 5.74% 3
2016
Q3 		$41.7M Sell
1,033,962
-83,415
-7% -$3.7M 1.91% 21
2016
Q2 		$49M Sell
1,117,377
-62,403
-5% -$2.73M 2.18% 15
2016
Q1 		$54.3M Buy
+1,179,780
New +$48.4M 2.09% 14

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Third Avenue Management's LEN Position: Q3 2021 in Review

Third Avenue Management sold out of Lennar Class A (LEN) in Q3 2021, closing a stake of 93,772 shares — an estimated $8.76M sold.

Third Avenue Management first reported a position in LEN in Q1 2016 and held it in 22 quarters. The position peaked at $166M in Q4 2017. 744 funds tracked by Wall St. Rank hold LEN as of Q3 2021.

  • Third Avenue Management reported no remaining Lennar Class A position as of Q3 2021 after selling out during the quarter.
  • Third Avenue Management sold 93,772 Lennar Class A shares in Q3 2021, an estimated $8.76M.
  • Third Avenue Management first reported a position in Lennar Class A in Q1 2016 and held it in 22 quarters.
  • Third Avenue Management's Lennar Class A position peaked at $166M in Q4 2017.
  • 744 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2021.

Based on Third Avenue Management's 13F filing for Q3 2021, filed 12 Nov 2021.