Murray Stahl's LEN Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 5.3K shares of Lennar Corporation (LEN) worth $662,970, representing 0.01% 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, 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 15.2K shares. Largest reduction occurred in Q3 2015, reducing 149.7K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +442,431 | Add 0.00% | 442,430 | $35.33 |
| Q3 2013 | +5,342 | Add 1.21% | 447,772 | $34.71 |
| Q4 2013 | -14,073 | Reduce 3.14% | 433,699 | $38.78 |
| Q1 2014 | +15,179 | Add 3.50% | 448,878 | $38.84 |
| Q2 2014 | -19,659 | Reduce 4.38% | 429,219 | $41.16 |
| Q3 2014 | -147,118 | Reduce 34.28% | 282,101 | $38.07 |
| Q4 2014 | -16,959 | Reduce 6.01% | 265,142 | $43.93 |
| Q1 2015 | -5,721 | Reduce 2.16% | 259,421 | $50.79 |
| Q2 2015 | +1,720 | Add 0.66% | 261,141 | $50.04 |
| Q3 2015 | -149,709 | Reduce 57.33% | 111,432 | $47.19 |
| Q4 2015 | -2,186 | Reduce 1.96% | 109,246 | $47.95 |
| Q1 2016 | -5,915 | Reduce 5.41% | 103,331 | $47.41 |
| Q2 2016 | -1,772 | Reduce 1.71% | 101,559 | $45.19 |
| Q3 2016 | -7,575 | Reduce 7.46% | 93,984 | $41.51 |
| Q4 2016 | -61,323 | Reduce 65.25% | 32,661 | $42.07 |
| Q1 2017 | -2,851 | Reduce 8.73% | 29,810 | $50.18 |
| Q2 2017 | -19,170 | Reduce 64.31% | 10,640 | $52.26 |
| Q3 2017 | +129 | Add 1.21% | 10,769 | $51.72 |
| Q4 2017 | -1,402 | Reduce 13.02% | 9,367 | $63.20 |
| Q1 2018 | +289 | Add 3.09% | 9,656 | $59.03 |
| Q2 2018 | +963 | Add 9.97% | 10,619 | $52.45 |
| Q3 2018 | +23 | Add 0.22% | 10,642 | $46.70 |
| Q4 2018 | -186 | Reduce 1.75% | 10,456 | $39.21 |
| Q1 2019 | +10,128 | Add 0.00% | 10,127 | $49.08 |
| Q2 2019 | -1,346 | Reduce 13.29% | 8,781 | $48.40 |
| Q3 2019 | -293 | Reduce 3.34% | 8,488 | $55.84 |
| Q4 2019 | -707 | Reduce 8.33% | 7,781 | $55.78 |
| Q1 2020 | -112 | Reduce 1.44% | 7,669 | $38.21 |
| Q2 2020 | +977 | Add 12.74% | 8,646 | $61.65 |
| Q3 2020 | -3,211 | Reduce 37.14% | 5,435 | $81.69 |
| Q2 2021 | -850 | Reduce 15.64% | 4,585 | $99.45 |
| Q4 2021 | +50 | Add 1.09% | 4,635 | $116.07 |
| Q1 2022 | -50 | Reduce 1.08% | 4,585 | $81.13 |
| Q2 2022 | +50 | Add 1.09% | 4,635 | $70.55 |
| Q3 2022 | +574 | Add 12.38% | 5,209 | $74.49 |
| Q4 2022 | -4 | Reduce 0.08% | 5,205 | $90.50 |
| Q2 2023 | -3 | Reduce 0.06% | 5,202 | $125.31 |
| Q4 2023 | -75 | Reduce 1.44% | 5,127 | $149.04 |
| Q1 2024 | -50 | Reduce 0.98% | 5,077 | $171.98 |
| Q2 2024 | +33 | Add 0.65% | 5,110 | $149.87 |
| Q3 2024 | +752 | Add 14.72% | 5,862 | $187.48 |
| Q4 2024 | -112 | Reduce 1.91% | 5,750 | $136.37 |
| Q1 2025 | -444 | Reduce 7.72% | 5,306 | $114.78 |
| Q2 2025 | +2 | Add 0.04% | 5,308 | $110.61 |
| Q3 2025 | -48 | Reduce 0.90% | 5,260 | $126.04 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's largest addition to Lennar Corporation (LEN) was in Q2 2013, adding 442,430 shares worth $15.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 5,260 shares of Lennar Corporation (LEN), valued at approximately $662,970. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lennar Corporation (LEN) represents approximately 0.01% of Murray Stahl'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.
Murray Stahl's peak holding in Lennar Corporation (LEN) was 448,878 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.