Letters by company

Lennar Corp. Cl A

1 letter discussing 0JU0. Everything written about it on this site is on its ticker page.

Third Avenue Management Third Avenue Real Estate Value Fund Portfolio Manager Commentary The Third Avenue Real Estate Value Fund increased Brookdale Senior Living, Lennar and Savills, arguing that operational improvements, land-light homebuilding and Savills’ Eastdil Secured combination could close discounts to intrinsic value. The fund also backed a revised Prologis offer for Segro and retained exposure to Fannie Mae and Freddie Mac amid possible conservatorship reform. Q2 2026 0IKZ 0IL0 0JU0