Mario Gabelli's LEN Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 38.8K shares of Lennar Corporation (LEN) worth $4.89 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Mario Gabelli has maintained a long-term strategic position in LEN, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 35.0K shares. Largest reduction occurred in Q1 2016, reducing 31.5K shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Mario Gabelli
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +39,781 | Add 0.00% | 39,780 | $35.34 |
| Q4 2013 | -9,690 | Reduce 24.36% | 30,090 | $38.78 |
| Q1 2014 | +13,597 | Add 45.19% | 43,687 | $38.84 |
| Q2 2014 | +2,009 | Add 4.60% | 45,696 | $41.16 |
| Q3 2014 | -4,932 | Reduce 10.79% | 40,764 | $38.07 |
| Q4 2014 | -11,220 | Reduce 27.52% | 29,544 | $43.93 |
| Q1 2015 | -1,035 | Reduce 3.50% | 28,509 | $50.79 |
| Q2 2015 | +34,950 | Add 122.59% | 63,459 | $50.03 |
| Q3 2015 | +995 | Add 1.57% | 64,454 | $47.18 |
| Q4 2015 | +1,310 | Add 2.03% | 65,764 | $47.94 |
| Q1 2016 | -31,515 | Reduce 47.92% | 34,249 | $47.42 |
| Q2 2016 | -5,020 | Reduce 14.66% | 29,229 | $45.19 |
| Q3 2016 | -29,229 | Sold Out | 29,229 | $0.00 |
| Q1 2018 | +15,900 | New Buy | 15,900 | $58.93 |
| Q2 2018 | +2,200 | Add 13.84% | 18,100 | $52.49 |
| Q3 2018 | +8,900 | Add 49.17% | 27,000 | $46.70 |
| Q4 2018 | -8,000 | Reduce 29.63% | 19,000 | $39.16 |
| Q1 2019 | -10,250 | Reduce 53.95% | 8,750 | $49.14 |
| Q2 2019 | -8,750 | Sold Out | 8,750 | $0.00 |
| Q3 2019 | +3,850 | New Buy | 3,850 | $55.84 |
| Q4 2019 | -3,850 | Sold Out | 3,850 | $0.00 |
| Q2 2022 | +7,622 | New Buy | 7,622 | $70.59 |
| Q3 2022 | +3,000 | Add 39.36% | 10,622 | $74.56 |
| Q4 2022 | +4,000 | Add 37.66% | 14,622 | $90.50 |
| Q1 2023 | +300 | Add 2.05% | 14,922 | $105.11 |
| Q2 2023 | -300 | Reduce 2.01% | 14,622 | $125.31 |
| Q3 2023 | +250 | Add 1.71% | 14,872 | $112.23 |
| Q4 2023 | +750 | Add 5.04% | 15,622 | $149.04 |
| Q1 2024 | +3,926 | Add 25.13% | 19,548 | $171.98 |
| Q2 2024 | +266 | Add 1.36% | 19,814 | $149.87 |
| Q3 2024 | +338 | Add 1.71% | 20,152 | $187.48 |
| Q4 2024 | +1,883 | Add 9.34% | 22,035 | $136.37 |
| Q1 2025 | +9,612 | Add 43.62% | 31,647 | $114.78 |
| Q2 2025 | -45 | Reduce 0.14% | 31,602 | $110.61 |
| Q3 2025 | +7,206 | Add 22.80% | 38,808 | $126.04 |
Mario Gabelli's Lennar Corporation Investment FAQs
Mario Gabelli first purchased Lennar Corporation (LEN) in Q2 2013, acquiring 39,780 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli has held Lennar Corporation (LEN) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli's largest addition to Lennar Corporation (LEN) was in Q2 2013, adding 39,780 shares worth $1.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 38,808 shares of Lennar Corporation (LEN), valued at approximately $4.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lennar Corporation (LEN) represents approximately 0.05% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli's peak holding in Lennar Corporation (LEN) was 65,764 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.