Tom Gayner’s Lennar Class B LEN.B Stock Holding History

Tom Gayner’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
2021 Q4	–	Sell	-13,676	Closed	-$1.01M	–	126
2021 Q3	$1.01M	Hold	13,676	–	–	0.01%	114
2021 Q2	$1.06M	Hold	13,676	–	–	0.01%	113
2021 Q1	$1.07M	Hold	13,676	–	–	0.01%	108
2020 Q4	$796K	Hold	13,676	–	–	0.01%	108
2020 Q3	$854K	Hold	13,676	–	–	0.01%	108
2020 Q2	$599K	Sell	13,676 -13,360	-49%	-$505K	0.01%	108
2020 Q1	$743K	Buy	27,036 +1,735	+7%	+$75.8K	0.01%	123
2019 Q4	$1.07M	Buy	25,301 +2,420	+11%	+$108K	0.01%	129
2019 Q3	$965K	Buy	+22,881	New	+$871K	0.01%	129

Other funds holding LEN.B

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Tom Gayner's LEN.B Position: Q4 2021 in Review

Tom Gayner sold out of Lennar Class B (LEN.B) in Q4 2021, closing a stake of 13,676 shares — an estimated $1.01M sold.

Tom Gayner first reported a position in LEN.B in Q3 2019 and held it in 9 quarters. The position peaked at $1.07M in Q4 2019. 220 funds tracked by Wall St. Rank hold LEN.B as of Q4 2021.

Tom Gayner reported no remaining Lennar Class B position as of Q4 2021 after selling out during the quarter.
Tom Gayner sold 13,676 Lennar Class B shares in Q4 2021, an estimated $1.01M.
Tom Gayner first reported a position in Lennar Class B in Q3 2019 and held it in 9 quarters.
Tom Gayner's Lennar Class B position peaked at $1.07M in Q4 2019.
220 funds tracked by Wall St. Rank held Lennar Class B as of Q4 2021.

Based on Markel Group's 13F filing for Q4 2021, filed 4 Feb 2022.