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SCHEDULE
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0000807249-25-000142
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)
49 transactions
33 buys · 2 sales · 2 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 · 2026-03-31
Held by elite portfolio managers
2 holders · $20.46M
Berkshire HathawayPoint72 Asset Mgmt
Post-Filing Returns · since 2025-10-10 on LEN-B
Anchor price 110.29 on closest trading day on/after 2025-10-10. Source: Yahoo Finance daily adj_close (split + dividend adjusted).
Form 4 Insider Transactions · last 365d
| Date | Insider | Role | Type | Shares | Price | Value |
|---|
| 2026-05-11 |
MILLER STUART A |
director, officer, 10%+ owner |
Gift |
2,000 |
— |
— |
| 2026-04-22 |
SONNENFELD JEFFREY |
director |
Award |
13 |
$94.45 |
$1K |
| 2026-04-22 |
OLIVERA ARMANDO J |
director |
Award |
14 |
$94.45 |
$1K |
| 2026-04-22 |
Banse Amy |
director |
Award |
12 |
$94.45 |
$1K |
| 2026-04-22 |
McClure Teri P |
director |
Award |
12 |
$94.45 |
$1K |
| 2026-04-22 |
HUDSON SHERRILL W |
director |
Award |
12 |
$94.45 |
$1K |
| 2026-04-22 |
Gilliam Theron I |
director |
Award |
12 |
$94.45 |
$1K |
| 2026-04-22 |
Wolfe Serena |
director |
Award |
12 |
$94.45 |
$1K |
| 2026-04-22 |
Smith Dacona |
director |
Award |
12 |
$94.45 |
$1K |
| 2026-04-08 |
Banse Amy |
director |
Award |
2,313 |
— |
— |
| 2026-04-08 |
McClure Teri P |
director |
Award |
2,313 |
— |
— |
| 2026-04-08 |
Gilliam Theron I |
director |
Award |
2,313 |
— |
— |
| 2026-04-08 |
HUDSON SHERRILL W |
director |
Award |
2,313 |
— |
— |
| 2026-04-08 |
Wolfe Serena |
director |
Award |
2,313 |
— |
— |
| 2026-04-08 |
Smith Dacona |
director |
Award |
2,313 |
— |
— |
| 2026-04-08 |
SONNENFELD JEFFREY |
director |
Award |
2,312 |
— |
— |
| 2026-04-08 |
OLIVERA ARMANDO J |
director |
Award |
2,312 |
— |
— |
| 2026-03-16 |
MILLER STUART A |
director, officer, 10%+ owner |
Disposition |
55,490 |
— |
— |
| 2026-03-16 |
BESSETTE DIANE J |
officer |
Disposition |
4,862 |
— |
— |
| 2026-03-16 |
BESSETTE DIANE J |
officer |
F |
4,698 |
$95.95 |
$451K |
| 2026-03-16 |
MILLER STUART A |
director, officer, 10%+ owner |
F |
59,958 |
$95.95 |
$5.75M |
| 2026-02-27 |
SONNENFELD JEFFREY |
director |
Award |
251 |
$114.36 |
$29K |
| 2026-02-27 |
OLIVERA ARMANDO J |
director |
Award |
393 |
$114.36 |
$45K |
| 2026-02-14 |
Collins David M |
officer |
F |
1,177 |
$122.28 |
$144K |
| 2026-02-14 |
Lee Martin Katherine |
officer |
F |
2,966 |
$122.28 |
$363K |
Showing 25 of 49
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 | |
|---|
| 2026-07-20 |
SCHEDULE 13D/A |
LGL GROUP INC |
— |
0 |
view → |
| 2026-06-29 |
SCHEDULE 13D/A |
Crimson Wine Group, Ltd CWGL |
1.80% |
0 |
view → |
| 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 → |
Showing 20 of 199
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