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Sippican Capital Advisors

SEC CIK
0001557406
Latest filing
Jul 22, 2026

LEN holding history

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

LEN overviewAll 13F holders of LENFull Q2 2026 holdings

Shares (Q2 2026)
18,802
Value
$1.70M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of LEN by Sippican Capital Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,802$1.70M1.0%+2,142+12.9%AddedHolders
Q1 202616,660$1.45M1.0%−362−2.1%ReducedHolders
Q4 202517,022$1.75M1.1%−99−0.6%ReducedHolders
Q3 202517,121$2.16M1.4%+30.0%AddedHolders
Q2 202517,118$1.89M1.4%+20.0%AddedHolders
Q1 202517,116$1.96M1.5%−10−0.1%ReducedHolders
Q4 202417,126$2.34M1.7%−255−1.5%ReducedHolders
Q3 202417,381$3.26M2.3%−15−0.1%ReducedHolders
Q2 202417,396$2.61M2.1%−52−0.3%ReducedHolders
Q1 202417,448$3.00M2.3%−940−5.1%ReducedHolders
Q4 202318,388$2.74M2.1%00.0%UnchangedHolders
Q3 202318,388$2.06M1.9%00.0%UnchangedHolders
Q2 202318,388$2.30M2.1%−327−1.7%ReducedHolders
Q1 202318,715$1.97M1.9%−560−2.9%ReducedHolders
Q4 202219,275$1.74M1.7%−202−1.0%ReducedHolders
Q3 202219,477$1.45M1.5%00.0%UnchangedHolders
Q2 202219,477$1.37M1.4%00.0%UnchangedHolders
Q1 202219,477$1.58M1.3%−25−0.1%ReducedHolders
Q4 202119,502$2.27M1.9%−151−0.8%ReducedHolders
Q3 202119,653$1.84M1.6%−325−1.6%ReducedHolders
Q2 202119,978$1.99M1.7%−250−1.2%ReducedHolders
Q1 202120,228$2.05M1.9%––Holders

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