Glenn Greenberg's LEN Position Overview
Glenn Greenberg (via Brave Warrior Advisors, LLC) currently holds 2.41 M shares of Lennar Corporation (LEN) worth $247.89 M, representing 5.81% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Glenn Greenberg has maintained a strategic position in LEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 1.21 M shares. Largest reduction occurred in Q3 2020, reducing 1.21 M shares.
Analysis based on 13F filings available since 2013 Q2
Glenn Greenberg's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Glenn Greenberg
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +405,908 | Add 20.24% | 2.41 M | $102.80 |
| Q3 2025 | -151,621 | Reduce 7.03% | 2.01 M | $126.04 |
| Q2 2025 | -32,481 | Reduce 1.48% | 2.16 M | $110.61 |
| Q1 2025 | +415,218 | Add 23.40% | 2.19 M | $114.78 |
| Q4 2024 | -6,462 | Reduce 0.36% | 1.77 M | $136.37 |
| Q3 2024 | +195,540 | Add 12.33% | 1.78 M | $187.48 |
| Q2 2024 | +570,871 | Add 56.27% | 1.59 M | $149.87 |
| Q1 2024 | +442,874 | Add 77.48% | 1.01 M | $171.98 |
| Q4 2023 | -442,371 | Reduce 43.63% | 571,567 | $149.04 |
| Q3 2023 | +290,822 | Add 40.22% | 1.01 M | $112.23 |
| Q2 2023 | -151,774 | Reduce 17.35% | 723,116 | $125.31 |
| Q1 2023 | -3,575 | Reduce 0.41% | 874,890 | $105.11 |
| Q4 2022 | -19,454 | Reduce 2.17% | 878,465 | $90.50 |
| Q3 2022 | +85,455 | Add 10.52% | 897,919 | $74.55 |
| Q2 2022 | +96,660 | Add 13.50% | 812,464 | $70.57 |
| Q1 2022 | +715,804 | New Buy | 715,804 | $81.17 |
| Q3 2020 | -1.21 M | Sold Out | 0 | $0.00 |
| Q2 2020 | -469,166 | Reduce 27.97% | 1.21 M | $61.62 |
| Q1 2020 | -692,176 | Reduce 29.21% | 1.68 M | $38.20 |
| Q4 2019 | -145,117 | Reduce 5.77% | 2.37 M | $55.79 |
| Q3 2019 | -859,753 | Reduce 25.48% | 2.51 M | $55.85 |
| Q2 2019 | -262,670 | Reduce 7.22% | 3.37 M | $48.46 |
| Q1 2019 | +213,785 | Add 6.24% | 3.64 M | $49.09 |
| Q4 2018 | +1.21 M | Add 54.53% | 3.42 M | $39.15 |
| Q3 2018 | +2.22 M | New Buy | 2.22 M | $46.69 |
Glenn Greenberg's Lennar Corporation Investment FAQs
Glenn Greenberg first purchased Lennar Corporation (LEN) in Q3 2018, acquiring 2,215,308 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Glenn Greenberg has held Lennar Corporation (LEN) for 25 quarters since Q3 2018.
Glenn Greenberg's largest addition to Lennar Corporation (LEN) was in Q3 2018, adding 2,215,308 shares worth $103.43 M.
According to the latest 13F filing for Q4 2025, Glenn Greenberg's firm, Brave Warrior Advisors, LLC, owns 2,411,414 shares of Lennar Corporation (LEN), valued at approximately $247.89 M.
As of the Q4 2025 filing, Lennar Corporation (LEN) represents approximately 5.81% of Glenn Greenberg's publicly disclosed stock portfolio, making it one of their key holdings.
Glenn Greenberg's peak holding in Lennar Corporation (LEN) was 3,637,167 shares, as reported at the end of Q1 2019.