Third Avenue Management LLC

SEC CIK: 0001099281
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

LEN.B holding history

Lennar Corp in every 13F filed by Third Avenue Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LEN.B overview All 13F holders of LEN.B Full Q2 2026 holdings

Shares (Q2 2026): 149,658
Value: $13.3M
% of portfolio: 2.1%
Quarters held: 22; Since Q1 2021

Holdings of LEN.B by Third Avenue Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	149,658	$13.3M	2.1%	+6,815+4.8%	Added	Holders
Q1 2026	142,843	$12.0M	2.0%	−5,165−3.5%	Reduced	Holders
Q4 2025	148,008	$14.1M	2.6%	+165+0.1%	Added	Holders
Q3 2025	147,843	$18.0M	3.4%	−190−0.1%	Reduced	Holders
Q2 2025	148,033	$15.6M	3.2%	+263+0.2%	Added	Holders
Q1 2025	147,770	$16.1M	3.2%	−14,011−8.7%	Reduced	Holders
Q4 2024	161,781	$21.4M	4.1%	00.0%	Unchanged	Holders
Q3 2024	161,781	$28.0M	4.6%	00.0%	Unchanged	Holders
Q2 2024	161,781	$22.6M	3.9%	−5,513−3.3%	Reduced	Holders
Q1 2024	167,294	$25.8M	4.1%	−6,416−3.7%	Reduced	Holders
Q4 2023	173,710	$23.3M	3.8%	−32,162−15.6%	Reduced	Holders
Q3 2023	205,872	$21.5M	3.6%	−7,496−3.5%	Reduced	Holders
Q2 2023	213,368	$24.1M	4.0%	−60,100−22.0%	Reduced	Holders
Q1 2023	273,468	$24.4M	4.2%	−54,540−16.6%	Reduced	Holders
Q4 2022	328,008	$24.5M	4.3%	−65,463−16.6%	Reduced	Holders
Q3 2022	393,471	$23.4M	4.6%	−7,941−2.0%	Reduced	Holders
Q2 2022	401,412	$23.6M	4.2%	−73,079−15.4%	Reduced	Holders
Q1 2022	474,491	$32.4M	4.4%	−3,639−0.8%	Reduced	Holders
Q4 2021	478,130	$45.7M	6.0%	−6,554−1.4%	Reduced	Holders
Q3 2021	484,684	$37.6M	5.1%	+1,943+0.4%	Added	Holders
Q2 2021	482,741	$39.3M	5.2%	+941+0.2%	Added	Holders
Q1 2021	481,800	$39.7M	5.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.