Scott Black's LEN Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 10.6K shares of Lennar Corporation (LEN) worth $1.34 M, representing 1.24% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Scott Black has maintained a strategic position in LEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 7.6K shares. Largest reduction occurred in Q4 2018, reducing 28.0K shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Scott Black
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +47,979 | New Buy | 47,979 | $47.96 |
| Q1 2016 | +7,562 | Add 15.76% | 55,541 | $47.41 |
| Q2 2016 | -2,115 | Reduce 3.81% | 53,426 | $45.20 |
| Q3 2016 | -1,934 | Reduce 3.62% | 51,492 | $41.50 |
| Q4 2016 | -260 | Reduce 0.50% | 51,232 | $42.08 |
| Q1 2017 | -3,671 | Reduce 7.17% | 47,561 | $50.19 |
| Q2 2017 | -1,092 | Reduce 2.30% | 46,469 | $52.27 |
| Q3 2017 | +245 | Add 0.53% | 46,714 | $51.76 |
| Q4 2017 | -4,033 | Reduce 8.63% | 42,681 | $63.24 |
| Q1 2018 | -1,912 | Reduce 4.48% | 40,769 | $58.94 |
| Q2 2018 | -368 | Reduce 0.90% | 40,401 | $52.28 |
| Q3 2018 | +119 | Add 0.29% | 40,520 | $46.69 |
| Q4 2018 | -28,029 | Reduce 69.17% | 12,491 | $39.15 |
| Q1 2019 | +82 | Add 0.66% | 12,573 | $49.07 |
| Q2 2019 | -2,393 | Reduce 19.03% | 10,180 | $48.43 |
| Q3 2019 | -810 | Reduce 7.96% | 9,370 | $55.82 |
| Q1 2021 | +14,908 | Add 0.00% | 14,907 | $101.23 |
| Q2 2021 | -276 | Reduce 1.85% | 14,631 | $99.38 |
| Q3 2021 | -1,139 | Reduce 7.78% | 13,492 | $93.69 |
| Q4 2021 | +444 | Add 3.29% | 13,936 | $116.17 |
| Q4 2022 | +15,082 | Add 0.00% | 15,081 | $90.51 |
| Q2 2023 | +10,954 | Add 0.00% | 10,953 | $125.35 |
| Q3 2023 | -67 | Reduce 0.61% | 10,886 | $112.25 |
| Q4 2023 | +634 | Add 5.82% | 11,520 | $149.05 |
| Q1 2024 | -1,146 | Reduce 9.95% | 10,374 | $171.97 |
| Q2 2024 | +352 | Add 3.39% | 10,726 | $149.92 |
| Q3 2024 | -2,108 | Reduce 19.65% | 8,618 | $187.51 |
| Q4 2024 | -89 | Reduce 1.03% | 8,529 | $136.36 |
| Q1 2025 | +859 | Add 10.07% | 9,388 | $114.83 |
| Q2 2025 | +1,274 | Add 13.57% | 10,662 | $110.58 |
| Q3 2025 | -57 | Reduce 0.53% | 10,605 | $126.07 |
Scott Black's Lennar Corporation Investment FAQs
Scott Black first purchased Lennar Corporation (LEN) in Q4 2015, acquiring 47,979 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Lennar Corporation (LEN) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black's largest addition to Lennar Corporation (LEN) was in Q4 2015, adding 47,979 shares worth $2.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 10,605 shares of Lennar Corporation (LEN), valued at approximately $1.34 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 1.24% of Scott Black'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.
Scott Black's peak holding in Lennar Corporation (LEN) was 55,541 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.