Mario Gabelli's LEN.B Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 449,333 shares of Lennar Corporation (LEN.B) worth $37.8 M, representing 0.37% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Mario Gabelli has maintained a long-term strategic position in LEN.B, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 507,492 shares. Largest reduction occurred in Q2 2020, reducing 228,794 shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli's Lennar Corporation (LEN.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN.B) Trades by Mario Gabelli
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -16,537 | Reduce 3.55% | 449,333 | $84.12 |
| Q4 2025 | +12,209 | Add 2.69% | 465,870 | $95.12 |
| Q3 2025 | -3,721 | Reduce 0.81% | 453,661 | $119.99 |
| Q2 2025 | -737 | Reduce 0.16% | 457,382 | $105.25 |
| Q1 2025 | +555 | Add 0.12% | 458,119 | $109.07 |
| Q4 2024 | -18,540 | Reduce 3.89% | 457,564 | $132.15 |
| Q3 2024 | -23,383 | Reduce 4.68% | 476,104 | $172.94 |
| Q2 2024 | -16,521 | Reduce 3.20% | 499,487 | $139.43 |
| Q1 2024 | -21,391 | Reduce 3.98% | 516,008 | $154.18 |
| Q4 2023 | -73,606 | Reduce 12.05% | 537,399 | $134.05 |
| Q3 2023 | -26,219 | Reduce 4.11% | 611,005 | $102.23 |
| Q2 2023 | -23,202 | Reduce 3.51% | 637,224 | $112.98 |
| Q1 2023 | -21,472 | Reduce 3.15% | 660,426 | $89.31 |
| Q4 2022 | -19,328 | Reduce 2.76% | 681,898 | $74.78 |
| Q3 2022 | -15,473 | Reduce 2.16% | 701,226 | $59.51 |
| Q2 2022 | -7,759 | Reduce 1.07% | 716,699 | $58.71 |
| Q1 2022 | -18,330 | Reduce 2.47% | 724,458 | $68.35 |
| Q4 2021 | -18,479 | Reduce 2.43% | 742,788 | $95.62 |
| Q3 2021 | -11,567 | Reduce 1.50% | 761,267 | $77.59 |
| Q2 2021 | -10,677 | Reduce 1.36% | 772,834 | $81.45 |
| Q1 2021 | -9,534 | Reduce 1.20% | 783,511 | $82.34 |
| Q4 2020 | -26,516 | Reduce 3.24% | 793,045 | $61.20 |
| Q3 2020 | -29,002 | Reduce 3.42% | 819,561 | $65.66 |
| Q2 2020 | -228,794 | Reduce 21.24% | 848,563 | $46.09 |
| Q1 2020 | +36,869 | Add 3.54% | 1.08 M | $28.92 |
| Q4 2019 | -14,982 | Reduce 1.42% | 1.04 M | $44.70 |
| Q3 2019 | -185,042 | Reduce 14.92% | 1.06 M | $44.37 |
| Q2 2019 | -58,964 | Reduce 4.54% | 1.24 M | $38.51 |
| Q1 2019 | -78,146 | Reduce 5.67% | 1.3 M | $39.12 |
| Q4 2018 | -175,193 | Reduce 11.28% | 1.38 M | $31.33 |
| Q3 2018 | -69,702 | Reduce 4.30% | 1.55 M | $38.50 |
| Q2 2018 | -89,862 | Reduce 5.25% | 1.62 M | $42.69 |
| Q1 2018 | -63,571 | Reduce 3.58% | 1.71 M | $47.69 |
| Q4 2017 | -139,526 | Reduce 7.28% | 1.78 M | $51.68 |
| Q3 2017 | -2,341 | Reduce 0.12% | 1.92 M | $45.08 |
| Q2 2017 | -20,150 | Reduce 1.04% | 1.92 M | $44.97 |
| Q1 2017 | -46,605 | Reduce 2.35% | 1.94 M | $41.80 |
| Q4 2016 | +7,675 | Add 0.39% | 1.98 M | $34.50 |
| Q3 2016 | +89,010 | Add 4.71% | 1.98 M | $33.57 |
| Q2 2016 | +16,900 | Add 0.90% | 1.89 M | $37.25 |
| Q1 2016 | -2,266 | Reduce 0.12% | 1.87 M | $38.71 |
| Q4 2015 | +22,700 | Add 1.23% | 1.87 M | $40.18 |
| Q3 2015 | -179,500 | Reduce 8.84% | 1.85 M | $39.60 |
| Q2 2015 | +142,600 | Add 7.56% | 2.03 M | $43.12 |
| Q1 2015 | +132,251 | Add 7.53% | 1.89 M | $41.10 |
| Q4 2014 | +19,310 | Add 1.11% | 1.76 M | $36.11 |
| Q3 2014 | +20,915 | Add 1.22% | 1.74 M | $32.01 |
| Q2 2014 | +131,400 | Add 8.30% | 1.71 M | $35.53 |
| Q1 2014 | +88,000 | Add 5.88% | 1.58 M | $32.64 |
| Q4 2013 | +232,060 | Add 18.37% | 1.5 M | $33.72 |
| Q3 2013 | +507,492 | Add 67.13% | 1.26 M | $28.65 |
| Q2 2013 | +756,025 | Add 0.00% | 756,025 | $28.35 |
Mario Gabelli's Lennar Corporation Investment FAQs
Mario Gabelli first purchased Lennar Corporation (LEN.B) in Q2 2013, acquiring 756,025 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.B) for 52 quarters since Q2 2013.
Mario Gabelli's largest addition to Lennar Corporation (LEN.B) was in Q2 2013, adding 756,025 shares worth $21.43 M.
According to the latest 13F filing for Q1 2026, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 449,333 shares of Lennar Corporation (LEN.B), valued at approximately $37.8 M.
As of the Q1 2026 filing, Lennar Corporation (LEN.B) represents approximately 0.37% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings.
Mario Gabelli's peak holding in Lennar Corporation (LEN.B) was 2,030,053 shares, as reported at the end of Q2 2015.