SCHEDULE Filed 2025-10-14 Event 2025-10-10 SEC 0000807249-25-000142 →

LEN-B

Stake: 3.60% Shares: 1,141,400 CUSIP: 526057302 Class: Class B Common Stock, par value $.10

Item 4 — Purpose of Transaction

On October 10, 2025, GBL sent a letter to the Board of Directors of the Issuer (Exhibit A hereto), regarding the Issuer's October 10, 2025 announcement that it intends to exchange up to an aggregate of 33,298,764 shares of the Class A common stock of Millrose Properties, Inc. owned by the Issuer for outstanding Class A shares of the Issuer. In its letter, GBL, while recognizing the merits of the proposed exchange offer, strongly urged the Board of the Issuer to reconsider its decision to exclude the Issuer's Class B shareholders from the offering.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

6 13D/G filings on this issuer

5 other filings besides this one

Filer Track Record

200 filings by this filer

199 other filings in the data moat

Short Interest

—

Not in latest FINRA snapshot

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

2 holders · $17.68M

Berkshire HathawayPoint72 Asset Mgmt

Post-Filing Returns · since 2025-10-10 on LEN-B

+1 day

-0.4%

+5 days

+3.3%

+30 days

+3.2%

+60 days

+0.2%

+90 days

-9.4%

+180 days

-21.8%

Anchor price 110.29 on closest trading day on/after 2025-10-10. Source: Yahoo Finance daily adj_close (split + dividend adjusted).

Other 13D/G Filings on LENNAR CORP /NEW/

Filed	Form	Filer	Stake	Shares
2026-01-13	SCHEDULE	GAMCO INVESTORS, INC. ET AL	3.60%	1,141,300	view →
2023-03-06	SC	GAMCO INVESTORS, INC. ET AL	—	—	view →
2020-11-03	SC	GAMCO INVESTORS, INC. ET AL	—	—	view →
2018-03-20	SC	GAMCO INVESTORS, INC. ET AL	—	—	view →
2018-01-09	SC	GAMCO INVESTORS, INC. ET AL	—	—	view →

Other Filings by GAMCO INVESTORS, INC. ET AL

Filed	Form	Issuer	Stake	Shares
2026-04-09	SCHEDULE 13D/A	CORE MOLDING TECHNOLOGIES INC CMT	4.10%	0	view →
2026-01-29	SCHEDULE	MONRO, INC. MNRO	5.80%	1,740,697	view →
2026-01-28	SCHEDULE	BEL FUSE INC /NJ BELFB	3.00%	63,800	view →
2026-01-13	SCHEDULE	LENNAR CORP /NEW/ LEN-B	3.60%	1,141,300	view →
2026-01-08	SCHEDULE	ASTEC INDUSTRIES INC ASTE	5.10%	1,167,886	view →
2025-12-29	SCHEDULE	Gabelli Healthcare & WellnessRx Trust GRX	33.90%	2,400,000	view →
2025-12-29	SCHEDULE	GABELLI DIVIDEND & INCOME TRUST GDV-PK	18.50%	5,430,000	view →
2025-12-29	SCHEDULE	GOLDEN ENTERTAINMENT, INC. GDEN	4.20%	1,087,600	view →
2025-11-07	SCHEDULE	PARK OHIO HOLDINGS CORP PKOH	8.50%	1,220,559	view →
2025-11-07	SCHEDULE	MONRO, INC. MNRO	4.80%	1,440,675	view →
2025-11-03	SCHEDULE	Gabelli Healthcare & WellnessRx Trust GRX	40.50%	2,200,000	view →
2025-09-30	SCHEDULE	TREDEGAR CORP TG	17.20%	5,994,705	view →
2025-09-29	SCHEDULE	DallasNews Corp	—	—	view →
2025-09-15	SCHEDULE	NOBILITY HOMES INC NOBH	8.40%	273,350	view →
2025-08-01	SCHEDULE	Paramount Global	6.20%	2,531,269	view →
2025-07-01	SCHEDULE	Gabelli Healthcare & WellnessRx Trust GRX	12.00%	400,000	view →
2025-04-03	SCHEDULE	VOXX International Corp	—	—	view →
2025-04-02	SCHEDULE	INTEVAC INC	—	—	view →
2025-03-10	SCHEDULE	VOXX International Corp	5.50%	1,111,805	view →
2025-03-07	SCHEDULE	BEASLEY BROADCAST GROUP INC BBGI	5.80%	54,316	view →

Showing 20 of 199

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