LEN
Lennar Corp
Lennar Corp historical holders
total: 15
Brave Warrior Advisors Lennar Corp transactions over time
- Total transactions:
- 26
- New positions:
- 2
- Sold out:
- 1
- Added:
- 10
- Reduced:
- 13
- Held since:
- 2022 Q1
- Held for:
- 17 quarters
- Latest activity:
- 2026 Q1
Glenn Greenberg has been an institutional investor in Lennar Corp (LEN) since 2018 Q3. According to 2026 Q1 report, Glenn Greenberg holds 2,410,050 shares with a market value of roughly $209.29M representing 5.18% of their equity portfolio. The fund/company first acquired LEN in 2018 Q3, initially purchasing about 2.22M shares. Glenn Greenberg later completely sold out the position and reinvested in LEN again in 2022 Q1. Since the initial investment, Brave Warrior Advisors has made 25 more transactions in this position.
Does Glenn Greenberg still hold LEN?
Yes, Glenn Greenberg continues to hold Lennar Corp (LEN). According to their 2026 Q1 report, they maintain a position of 2,410,050 shares valued at approximately $209.29M, representing 5.18% of their equity portfolio.
When did Glenn Greenberg first invest in LEN?
Glenn Greenberg first invested in Lennar Corp (LEN) in 2018 Q3 at the reported quarter-end price of $46.69 per share, acquiring 2,215,308 shares in their initial purchase.
What is Glenn Greenberg's average cost basis for LEN?
Based on historical transaction data, Glenn Greenberg's estimated cost basis for Lennar Corp (LEN) is approximately $121.68 per share. This represents their average reported price* across all buy transactions.
Has Glenn Greenberg reinvested in LEN after selling?
Yes, Glenn Greenberg has shown renewed interest in Lennar Corp (LEN). After completely selling their position, they reinitiated an investment in 2022 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $121.68
- Weighted AVG sell price:
- $136.93
LEN transactions history by Brave Warrior Advisors
26 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
5.18%
|
2,410,050
|
$86.84
|
$209,288,742
|
-0.06% (-1,364)
|
-0%
|
|
2025 Q4
|
5.81%
|
2,411,414
|
$102.80
|
$247,893,359
|
+20.24% (+405,908)
|
+0.98%
|
|
2025 Q3
|
5.87%
|
2,005,506
|
$126.04
|
$252,773,976
|
-7.03% (-151,621)
|
-0.44%
|
|
2025 Q2
|
5.47%
|
2,157,127
|
$110.61
|
$238,599,817
|
-1.48% (-32,481)
|
-0.08%
|
|
2025 Q1
|
5.76%
|
2,189,608
|
$114.78
|
$251,323,206
|
+23.40% (+415,218)
|
+1.09%
|
|
2024 Q4
|
6.02%
|
1,774,390
|
$136.37
|
$241,973,564
|
-0.36% (-6,462)
|
-0.02%
|
|
2024 Q3
|
6.93%
|
1,780,852
|
$187.48
|
$333,874,133
|
+12.33% (+195,540)
|
+0.76%
|
|
2024 Q2
|
5.27%
|
1,585,312
|
$149.87
|
$237,590,709
|
+56.27% (+570,871)
|
+1.9%
|
|
2024 Q1
|
3.65%
|
1,014,441
|
$171.98
|
$174,463,563
|
+77.48% (+442,874)
|
+1.59%
|
|
2023 Q4
|
2.03%
|
571,567
|
$149.04
|
$85,186,346
|
-43.63% (-442,371)
|
-1.65%
|
|
2023 Q3
|
2.84%
|
$112.23
|
+40.22% (+290,822)
|
|||
|
2023 Q2
|
2.39%
|
$125.31
|
-17.35% (-151,774)
|
|||
|
2023 Q1
|
2.84%
|
$105.11
|
-0.41% (-3,575)
|
|||
|
2022 Q4
|
2.51%
|
$90.50
|
-2.17% (-19,454)
|
|||
|
2022 Q3
|
2.31%
|
$74.55
|
+10.52% (+85,455)
|
|||
|
2022 Q2
|
1.97%
|
$70.57
|
+13.50% (+96,660)
|
|||
|
2022 Q1
|
1.71%
|
$81.17
|
new
|
|||
|
2020 Q3
|
0.00%
|
$61.62
|
-100% (-1,208,285)
|
|||
|
2020 Q2
|
3.70%
|
$61.62
|
-27.97% (-469,166)
|
|||
|
2020 Q1
|
3.69%
|
$38.20
|
-29.21% (-692,176)
|
|||
|
2019 Q4
|
6.99%
|
$55.79
|
-5.77% (-145,117)
|
|||
|
2019 Q3
|
7.49%
|
$55.85
|
-25.48% (-859,753)
|
|||
|
2019 Q2
|
8.70%
|
$48.46
|
-7.22% (-262,670)
|
|||
|
2019 Q1
|
8.97%
|
$49.09
|
+6.24% (+213,785)
|
|||
|
2018 Q4
|
6.82%
|
$39.15
|
+54.53% (+1,208,074)
|
|||
|
2018 Q3
|
4.41%
|
$46.69
|
new
|
|||
* 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.