Mario Gabelli's LEN.B Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 453,661 shares of Lennar Corporation (LEN.B) worth $54.43 M, representing 0.53% 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.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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +756,026 | Add 0.00% | 756,025 | $28.35 |
| Q3 2013 | +507,492 | Add 67.13% | 1.26 M | $28.65 |
| Q4 2013 | +232,060 | Add 18.37% | 1.5 M | $33.72 |
| Q1 2014 | +88,000 | Add 5.88% | 1.58 M | $32.64 |
| Q2 2014 | +131,400 | Add 8.30% | 1.71 M | $35.53 |
| Q3 2014 | +20,915 | Add 1.22% | 1.74 M | $32.01 |
| Q4 2014 | +19,310 | Add 1.11% | 1.76 M | $36.11 |
| Q1 2015 | +132,251 | Add 7.53% | 1.89 M | $41.10 |
| Q2 2015 | +142,600 | Add 7.56% | 2.03 M | $43.12 |
| Q3 2015 | -179,500 | Reduce 8.84% | 1.85 M | $39.60 |
| Q4 2015 | +22,700 | Add 1.23% | 1.87 M | $40.18 |
| Q1 2016 | -2,266 | Reduce 0.12% | 1.87 M | $38.71 |
| Q2 2016 | +16,900 | Add 0.90% | 1.89 M | $37.25 |
| Q3 2016 | +89,010 | Add 4.71% | 1.98 M | $33.57 |
| Q4 2016 | +7,675 | Add 0.39% | 1.98 M | $34.50 |
| Q1 2017 | -46,605 | Reduce 2.35% | 1.94 M | $41.80 |
| Q2 2017 | -20,150 | Reduce 1.04% | 1.92 M | $44.97 |
| Q3 2017 | -2,341 | Reduce 0.12% | 1.92 M | $45.08 |
| Q4 2017 | -139,526 | Reduce 7.28% | 1.78 M | $51.68 |
| Q1 2018 | -63,571 | Reduce 3.58% | 1.71 M | $47.69 |
| Q2 2018 | -89,862 | Reduce 5.25% | 1.62 M | $42.69 |
| Q3 2018 | -69,702 | Reduce 4.30% | 1.55 M | $38.50 |
| Q4 2018 | -175,193 | Reduce 11.28% | 1.38 M | $31.33 |
| Q1 2019 | -78,146 | Reduce 5.67% | 1.3 M | $39.12 |
| Q2 2019 | -58,964 | Reduce 4.54% | 1.24 M | $38.51 |
| Q3 2019 | -185,042 | Reduce 14.92% | 1.06 M | $44.37 |
| Q4 2019 | -14,982 | Reduce 1.42% | 1.04 M | $44.70 |
| Q1 2020 | +36,869 | Add 3.54% | 1.08 M | $28.92 |
| Q2 2020 | -228,794 | Reduce 21.24% | 848,563 | $46.09 |
| Q3 2020 | -29,002 | Reduce 3.42% | 819,561 | $65.66 |
| Q4 2020 | -26,516 | Reduce 3.24% | 793,045 | $61.20 |
| Q1 2021 | -9,534 | Reduce 1.20% | 783,511 | $82.34 |
| Q2 2021 | -10,677 | Reduce 1.36% | 772,834 | $81.45 |
| Q3 2021 | -11,567 | Reduce 1.50% | 761,267 | $77.59 |
| Q4 2021 | -18,479 | Reduce 2.43% | 742,788 | $95.62 |
| Q1 2022 | -18,330 | Reduce 2.47% | 724,458 | $68.35 |
| Q2 2022 | -7,759 | Reduce 1.07% | 716,699 | $58.71 |
| Q3 2022 | -15,473 | Reduce 2.16% | 701,226 | $59.51 |
| Q4 2022 | -19,328 | Reduce 2.76% | 681,898 | $74.78 |
| Q1 2023 | -21,472 | Reduce 3.15% | 660,426 | $89.31 |
| Q2 2023 | -23,202 | Reduce 3.51% | 637,224 | $112.98 |
| Q3 2023 | -26,219 | Reduce 4.11% | 611,005 | $102.23 |
| Q4 2023 | -73,606 | Reduce 12.05% | 537,399 | $134.05 |
| Q1 2024 | -21,391 | Reduce 3.98% | 516,008 | $154.18 |
| Q2 2024 | -16,521 | Reduce 3.20% | 499,487 | $139.43 |
| Q3 2024 | -23,383 | Reduce 4.68% | 476,104 | $172.94 |
| Q4 2024 | -18,540 | Reduce 3.89% | 457,564 | $132.15 |
| Q1 2025 | +555 | Add 0.12% | 458,119 | $109.07 |
| Q2 2025 | -737 | Reduce 0.16% | 457,382 | $105.25 |
| Q3 2025 | -3,721 | Reduce 0.81% | 453,661 | $119.99 |
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 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.B) was in Q2 2013, adding 756,025 shares worth $21.43 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 453,661 shares of Lennar Corporation (LEN.B), valued at approximately $54.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lennar Corporation (LEN.B) represents approximately 0.53% 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.B) was 2,030,053 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.