Sector: consumerreal-estate
Conviction from: S&P
52-week range: 79.83144.24
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States.
2 tracked filer(s) hold this · 1 opened, 1 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 58 — mean of 2 scored holder(s) · buyers (new/add) avg 58. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 2 filer(s).
11 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| Report | Date | Stance |
|---|
| #86 — Macro Memo: After the Trump Bump | 2025-02-25 | SHORT |
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |