Lennar (LEN) Trades Below Its Own Book Value and Berkshire Keeps Adding. Why?
Lennar Corporation (NYSE:LEN) traded at around $77 on October 6, up 3.77% on the day and 39.05% lower over twelve months.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sophron Capital George Maslovsky | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.74 | 299 | $23,842.26 | 568,028 | 2026-10-02 | Filing | |
| $78.77 | 5,135 | $404,483.95 | 567,729 | 2026-10-02 | Filing | |
| $77.93 | 2,452 | $191,084.36 | 562,594 | 2026-10-02 | Filing | |
| $77.12 | 2,290 | $176,604.80 | 560,142 | 2026-10-02 | Filing | |
| $80.00 | 100 | $8,000.00 | 557,852 | 2026-10-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $175.13 | 17,500 | $3,064,775.00 | 23,689 | 2024-10-28 | Filing | |
| $164.88 | 9,176 | $1,512,938.88 | 16,768 | 2024-05-20 | Filing | |
| $170.11 | 10,000 | $1,701,100.00 | 118,629 | 2024-05-15 | Filing | |
| $162.70 | 10,000 | $1,627,000.00 | 128,629 | 2024-05-10 | Filing | |
| $147.73 | 10,000 | $1,477,300.00 | 260,556 | 2023-12-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,284,725 | $186,410,693 | 3.96% | |
| 2. | 262,888 | $21,449,070 | 0.53% | |
| 3. | 171,687 | $14,007,915 | 0.14% | |
| 4. | 119,284 | $9,732,404 | 0.07% | |
| 5. | 88,045 | $6,096,022 | 0.01% |