Scott Black's LEN Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 0 shares of Lennar Corporation (LEN) worth $0, representing 0.00% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Scott Black has maintained a long-term strategic position in LEN, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 7,562 shares. Largest reduction occurred in Q4 2018, reducing 28,029 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
| Report Date | 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 |
| Q4 2025 | -10,605 | Sold Out | 0 | $0.00 |
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 41 quarters since Q4 2015.
Scott Black's largest addition to Lennar Corporation (LEN) was in Q4 2015, adding 47,979 shares worth $2.3 M.
According to the latest 13F filing for Q4 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 0 shares of Lennar Corporation (LEN), valued at approximately $0.
As of the Q4 2025 filing, Lennar Corporation (LEN) represents approximately 0.00% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Lennar Corporation (LEN) was 55,541 shares, as reported at the end of Q1 2016.