TAM
Third Avenue 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 | $15.6M | Buy |
148,033
+263
| +0.2% | +$27.7K | 3.21% | 8 |
|
|
2025
Q1 | $16.1M | Sell |
147,770
-14,011
| -9% | -$1.53M | 3.23% | 9 |
|
|
2024
Q4 | $21.4M | Hold |
161,781
| – | – | 4.14% | 6 |
|
|
2024
Q3 | $28M | Hold |
161,781
| – | – | 4.57% | 5 |
|
|
2024
Q2 | $22.6M | Sell |
161,781
-5,513
| -3% | -$769K | 3.87% | 7 |
|
|
2024
Q1 | $25.8M | Sell |
167,294
-6,416
| -4% | -$989K | 4.12% | 6 |
|
|
2023
Q4 | $23.3M | Sell |
173,710
-32,162
| -16% | -$4.31M | 3.82% | 7 |
|
|
2023
Q3 | $21.5M | Sell |
205,872
-7,496
| -4% | -$781K | 3.6% | 6 |
|
|
2023
Q2 | $24.1M | Sell |
213,368
-60,100
| -22% | -$6.79M | 3.98% | 6 |
|
|
2023
Q1 | $24.4M | Sell |
273,468
-54,540
| -17% | -$4.87M | 4.17% | 4 |
|
|
2022
Q4 | $24.5M | Sell |
328,008
-65,463
| -17% | -$4.9M | 4.27% | 4 |
|
|
2022
Q3 | $23.4M | Sell |
393,471
-7,941
| -2% | -$473K | 4.61% | 3 |
|
|
2022
Q2 | $23.6M | Sell |
401,412
-73,079
| -15% | -$4.29M | 4.19% | 6 |
|
|
2022
Q1 | $32.4M | Sell |
474,491
-3,639
| -0.8% | -$249K | 4.42% | 6 |
|
|
2021
Q4 | $45.7M | Sell |
478,130
-6,554
| -1% | -$627K | 6.01% | 3 |
|
|
2021
Q3 | $37.6M | Buy |
484,684
+1,943
| +0.4% | +$151K | 5.06% | 4 |
|
|
2021
Q2 | $39.3M | Buy |
482,741
+941
| +0.2% | +$76.6K | 5.2% | 3 |
|
|
2021
Q1 | $39.7M | Buy |
481,800
+826
| +0.2% | +$68K | 5.25% | 2 |
|
|
2020
Q4 | $29.4M | Sell |
480,974
-217,209
| -31% | -$13.3M | 4.13% | 5 |
|
|
2020
Q3 | $45.8M | Sell |
698,183
-120,513
| -15% | -$7.91M | 6.37% | 2 |
|
|
2020
Q2 | $37.7M | Sell |
818,696
-174,487
| -18% | -$8.04M | 5.29% | 4 |
|
|
2020
Q1 | $28.7M | Sell |
993,183
-137,205
| -12% | -$3.97M | 4.25% | 8 |
|
|
2019
Q4 | $50.5M | Sell |
1,130,388
-144,747
| -11% | -$6.47M | 5% | 5 |
|
|
2019
Q3 | $56.6M | Buy |
1,275,135
+8,813
| +0.7% | +$391K | 5.11% | 4 |
|
|
2019
Q2 | $48.8M | Buy |
1,266,322
+18,121
| +1% | +$698K | 4.09% | 8 |
|
|
2019
Q1 | $51.1M | Buy |
1,248,201
+5,665
| +0.5% | +$232K | 3.95% | 10 |
|
|
2018
Q4 | $38.9M | Buy |
1,242,536
+66,736
| +6% | +$2.09M | 3.15% | 11 |
|
|
2018
Q3 | $45.3M | Buy |
1,175,800
+77,797
| +7% | +$3M | 2.56% | 14 |
|
|
2018
Q2 | $46.9M | Buy |
1,098,003
+658,113
| +150% | +$28.1M | 2.32% | 15 |
|
|
2018
Q1 | $21M | Buy |
439,890
+299,127
| +213% | +$14.3M | 1.07% | 25 |
|
|
2017
Q4 | $7.28M | Buy |
140,763
+93,757
| +199% | +$4.85M | 0.35% | 41 |
|
|
2017
Q3 | $2.12M | Sell |
47,006
-1,173
| -2% | -$52.9K | 0.1% | 99 |
|
|
2017
Q2 | $2.17M | Sell |
48,179
-2,277
| -5% | -$102K | 0.1% | 104 |
|
|
2017
Q1 | $2.11M | Buy |
50,456
+39,100
| +344% | +$1.63M | 0.1% | 99 |
|
|
2016
Q4 | $392K | Buy |
+11,356
| New | +$392K | 0.02% | 110 |
|