Murray Stahl's LEN Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 4,689 shares of Lennar Corporation (LEN) worth $482,029, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in LEN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 15,179 shares. Largest reduction occurred in Q3 2015, reducing 149,709 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -571 | Reduce 10.86% | 4,689 | $102.80 |
| Q3 2025 | -48 | Reduce 0.90% | 5,260 | $126.04 |
| Q2 2025 | +2 | Add 0.04% | 5,308 | $110.61 |
| Q1 2025 | -444 | Reduce 7.72% | 5,306 | $114.78 |
| Q4 2024 | -112 | Reduce 1.91% | 5,750 | $136.37 |
| Q3 2024 | +752 | Add 14.72% | 5,862 | $187.48 |
| Q2 2024 | +33 | Add 0.65% | 5,110 | $149.87 |
| Q1 2024 | -50 | Reduce 0.98% | 5,077 | $171.98 |
| Q4 2023 | -75 | Reduce 1.44% | 5,127 | $149.04 |
| Q2 2023 | -3 | Reduce 0.06% | 5,202 | $125.31 |
| Q4 2022 | -4 | Reduce 0.08% | 5,205 | $90.50 |
| Q3 2022 | +574 | Add 12.38% | 5,209 | $74.49 |
| Q2 2022 | +50 | Add 1.09% | 4,635 | $70.55 |
| Q1 2022 | -50 | Reduce 1.08% | 4,585 | $81.13 |
| Q4 2021 | +50 | Add 1.09% | 4,635 | $116.07 |
| Q2 2021 | -850 | Reduce 15.64% | 4,585 | $99.45 |
| Q3 2020 | -3,211 | Reduce 37.14% | 5,435 | $81.69 |
| Q2 2020 | +977 | Add 12.74% | 8,646 | $61.65 |
| Q1 2020 | -112 | Reduce 1.44% | 7,669 | $38.21 |
| Q4 2019 | -707 | Reduce 8.33% | 7,781 | $55.78 |
| Q3 2019 | -293 | Reduce 3.34% | 8,488 | $55.84 |
| Q2 2019 | -1,346 | Reduce 13.29% | 8,781 | $48.40 |
| Q1 2019 | -329 | Reduce 3.15% | 10,127 | $49.08 |
| Q4 2018 | -186 | Reduce 1.75% | 10,456 | $39.21 |
| Q3 2018 | +23 | Add 0.22% | 10,642 | $46.70 |
| Q2 2018 | +963 | Add 9.97% | 10,619 | $52.45 |
| Q1 2018 | +289 | Add 3.09% | 9,656 | $59.03 |
| Q4 2017 | -1,402 | Reduce 13.02% | 9,367 | $63.20 |
| Q3 2017 | +129 | Add 1.21% | 10,769 | $51.72 |
| Q2 2017 | -19,170 | Reduce 64.31% | 10,640 | $52.26 |
| Q1 2017 | -2,851 | Reduce 8.73% | 29,810 | $50.18 |
| Q4 2016 | -61,323 | Reduce 65.25% | 32,661 | $42.07 |
| Q3 2016 | -7,575 | Reduce 7.46% | 93,984 | $41.51 |
| Q2 2016 | -1,772 | Reduce 1.71% | 101,559 | $45.19 |
| Q1 2016 | -5,915 | Reduce 5.41% | 103,331 | $47.41 |
| Q4 2015 | -2,186 | Reduce 1.96% | 109,246 | $47.95 |
| Q3 2015 | -149,709 | Reduce 57.33% | 111,432 | $47.19 |
| Q2 2015 | +1,720 | Add 0.66% | 261,141 | $50.04 |
| Q1 2015 | -5,721 | Reduce 2.16% | 259,421 | $50.79 |
| Q4 2014 | -16,959 | Reduce 6.01% | 265,142 | $43.93 |
| Q3 2014 | -147,118 | Reduce 34.28% | 282,101 | $38.07 |
| Q2 2014 | -19,659 | Reduce 4.38% | 429,219 | $41.16 |
| Q1 2014 | +15,179 | Add 3.50% | 448,878 | $38.84 |
| Q4 2013 | -14,073 | Reduce 3.14% | 433,699 | $38.78 |
| Q3 2013 | +5,342 | Add 1.21% | 447,772 | $34.71 |
| Q2 2013 | +442,431 | Add 0.00% | 442,430 | $35.33 |
Murray Stahl's Lennar Corporation Investment FAQs
Murray Stahl first purchased Lennar Corporation (LEN) in Q2 2013, acquiring 442,430 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held Lennar Corporation (LEN) for 51 quarters since Q2 2013.
Murray Stahl's largest addition to Lennar Corporation (LEN) was in Q2 2013, adding 442,430 shares worth $15.63 M.
According to the latest 13F filing for Q4 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 4,689 shares of Lennar Corporation (LEN), valued at approximately $482,029.
As of the Q4 2025 filing, Lennar Corporation (LEN) represents approximately 0.01% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in Lennar Corporation (LEN) was 448,878 shares, as reported at the end of Q1 2014.