LEN-B
Lennar Corp
Lennar Corp historical holders
total: 7
Arbiter Partners Capital Management Lennar Corp transactions over time
- Total transactions:
- 29
- New positions:
- 1
- Added:
- 15
- Reduced:
- 13
- Held since:
- 2013 Q2 or earlier
- Held for:
- 52+ quarters
- Latest activity:
- 2024 Q4
Paul Isaac has been an institutional investor in Lennar Corp (LEN-B) since at least 2013 Q2. According to 2026 Q1 report, Paul Isaac holds 5,629 shares with a market value of roughly $473.51K representing 0.32% of their equity portfolio. In our earliest available record from 2013 Q2, Arbiter Partners Capital Management held 71,012 shares of LEN-B. Since at least 2013 Q2, Arbiter Partners Capital Management has made 28 more transactions in this position.
Does Paul Isaac still hold LEN-B?
Yes, Paul Isaac continues to hold Lennar Corp (LEN-B). According to their 2026 Q1 report, they maintain a position of 5,629 shares valued at approximately $473.51K, representing 0.32% of their equity portfolio.
Estimated cost basis*
- Weighted AVG buy price:
- $36.91
- Weighted AVG sell price:
- $60.06
LEN-B transactions history by Arbiter Partners Capital Management
29 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2024 Q4
|
1.10%
|
5,629
|
$132.15
|
$743,872
|
-18.29% (-1,260)
|
-0.33%
|
|
2024 Q3
|
2.35%
|
6,889
|
$172.94
|
$1,191,384
|
-10.38% (-798)
|
-0.28%
|
|
2023 Q2
|
1.46%
|
7,687
|
$112.98
|
$868,477
|
-66.44% (-15,219)
|
-2.18%
|
|
2023 Q1
|
2.60%
|
22,906
|
$89.31
|
$2,045,735
|
-75.92% (-72,214)
|
-7.68%
|
|
2022 Q3
|
8.05%
|
95,120
|
$59.51
|
$5,661,000
|
-4.04% (-4,000)
|
-0.23%
|
|
2022 Q2
|
5.69%
|
99,120
|
$58.71
|
$5,819,000
|
+22.19% (+18,000)
|
+1.03%
|
|
2022 Q1
|
4.06%
|
81,120
|
$68.36
|
$5,545,000
|
+11.34% (+8,260)
|
+0.41%
|
|
2021 Q3
|
3.93%
|
72,860
|
$77.59
|
$5,653,000
|
+2.82% (+2,000)
|
+0.11%
|
|
2021 Q2
|
3.50%
|
70,860
|
$81.46
|
$5,772,000
|
-31.77% (-33,000)
|
-1.43%
|
|
2021 Q1
|
4.54%
|
103,860
|
$82.34
|
$8,552,000
|
-8.49% (-9,640)
|
-0.47%
|
|
2020 Q4
|
4.09%
|
$61.20
|
-19.22% (-27,000)
|
|||
|
2020 Q3
|
6.56%
|
$65.66
|
-22.28% (-40,286)
|
|||
|
2020 Q2
|
6.32%
|
$46.09
|
+12.44% (+20,000)
|
|||
|
2019 Q3
|
5.28%
|
$44.37
|
+1.32% (+2,092)
|
|||
|
2018 Q4
|
2.86%
|
$31.33
|
+26.25% (+33,000)
|
|||
|
2018 Q3
|
1.80%
|
$38.50
|
+26.15% (+26,054)
|
|||
|
2018 Q1
|
1.62%
|
$47.69
|
-64.05% (-177,501)
|
|||
|
2017 Q4
|
4.08%
|
$51.68
|
-26.26% (-98,719.82)
|
|||
|
2016 Q2
|
4.77%
|
$36.52
|
-7.23% (-29,281.14)
|
|||
|
2016 Q1
|
4.91%
|
$37.95
|
-5.89% (-25,334.76)
|
|||
|
2015 Q3
|
4.53%
|
$38.82
|
+3.30% (+13,770)
|
|||
|
2015 Q2
|
4.65%
|
$42.27
|
+53.27% (+144,835.92)
|
|||
|
2015 Q1
|
3.36%
|
$40.29
|
+18.66% (+42,746.16)
|
|||
|
2014 Q4
|
2.25%
|
$35.40
|
+0.72% (+1,632)
|
|||
|
2014 Q3
|
2.07%
|
$31.38
|
+16.24% (+31,781.16)
|
|||
|
2014 Q1
|
1.70%
|
$32.00
|
+0.58% (+1,122)
|
|||
|
2013 Q4
|
1.92%
|
$33.06
|
+23.46% (+36,979.08)
|
|||
|
2013 Q3
|
1.48%
|
$28.09
|
+121.95% (+86,598)
|
|||
|
2013 Q2
|
0.59%
|
$27.80
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.