Miller Value Partners (Bill Miller) — LEN Trade History
Quarter-by-quarter changes in the LENNAR CORP position · CUSIP 526057104
Sold outFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-15 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-17 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-14 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-14 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-15 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-14 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-14 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-07 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | Sold out | — | -563,813 | -100.0% | — | — |
| 2020 Q3 | 2020-11-16 | Reduce | 563,813 | -419,076 | -42.6% | $44.6M | 1.60% |
| 2020 Q2 | 2020-08-14 | Reduce | 982,889 | -331,516 | -25.2% | $58.6M | 2.60% |
| 2020 Q1 | 2020-05-15 | Reduce | 1,314,405 | -223,706 | -14.5% | $48.6M | 3.13% |
| 2019 Q4 | 2020-02-14 | Hold | 1,538,111 | — | 0.0% | $83.1M | 2.95% |
| 2019 Q3 | 2019-11-14 | Hold | 1,538,111 | — | 0.0% | $83.2M | 3.34% |
| 2019 Q2 | 2019-08-14 | Hold | 1,538,111 | — | 0.0% | $72.2M | 2.75% |
| 2019 Q1 | 2019-05-15 | Add | 1,538,111 | 24,379 | +1.6% | $73.1M | 2.90% |
| 2018 Q4 | 2019-02-14 | Add | 1,513,732 | 78,198 | +5.4% | $57.4M | 2.60% |
| 2018 Q3 | 2018-11-14 | Reduce | 1,435,534 | -4,003 | -0.3% | $64.9M | 2.10% |
| 2018 Q2 | 2018-08-15 | Add | 1,439,537 | 7,567 | +0.5% | $73.2M | 2.73% |
| 2018 Q1 | 2018-05-15 | Reduce | 1,431,970 | -24,508 | -1.7% | $81.7M | 3.40% |
| 2017 Q4 | 2018-02-14 | New | 1,456,478 | 1,456,478 | — | $89.2M | 3.79% |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.