InvestorLens

LEN — LENNAR CORP

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LEN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
66
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their LEN position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ray Dalio, Warren Buffett)
  • +4 tracked investors reported holding LEN at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About LENNAR CORP (LEN)

LENNAR CORP (LEN) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Warren Buffett (Berkshire Hathaway), valued at $1.2B. Across recent filings, tracked investors recorded 11 new positions, 13 increased, 9 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LEN

59
/100
Mixed Activity
Added / Increased24
Reduced9
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track LEN

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

LEN Ownership Composition

How LENNAR CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
82% of tracked value
Institutions
4
tracked investors
Total Reported
$1.5B
combined 13F value
Types3
  • Value & Distressed81.8%
  • Multi-Strategy / Quant15.3%
  • Macro2.9%
Value & Distressed(1)
81.8%
Multi-Strategy / Quant(2)
15.3%
Macro(1)
2.9%

Tracked investors currently reporting LEN

5 tracked investors have since exited this position — listed separately below.

  • Warren BuffettJun 30, 2026
    Berkshire Hathaway
    Shares
    13.1M
    Value
    $1.2B
    % Portfolio
    0.40%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.9M
    Value
    $169.4M
    % Portfolio
    0.02%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    582K
    Value
    $52.7M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    466.5K
    Value
    $42.2M
    % Portfolio
    0.06%

Previously held LEN

These investors reported LEN in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve MandelLone Pine Capital1.7M$234.3MDec 31, 2024
Andreas HalvorsenViking Global Investors2.5M$279.1MJun 30, 2025
Ray DalioBridgewater Associates238.7K$26.4MJun 30, 2025
Stanley DruckenmillerDuquesne Family Office279.4K$35.2MSep 30, 2025
Steve CohenPoint72 Asset Management203.5K$20.9MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold LEN?
4 tracked institutional investors disclosed a position in LEN (LENNAR CORP) in their most recent 13F filing.
Who is the largest institutional holder of LEN?
Warren Buffett, Berkshire Hathaway, holds the largest disclosed position in LEN, valued at $1.2B.
Did institutional ownership of LEN increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 13 increased, 9 reduced, and 8 fully exited LEN.
Where does this LEN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
LEN (LENNAR CORP) — Institutional Holders & 13F History — InvestorLens