ActivistsInvestorsTrumpPoliticiansSerenityCitriniSemianalysisTradeArbitrageSearch

$LEN:NYSE · LENNAR CORP

Sector: consumerreal-estate

Conviction from: S&P

Lennar is one of the largest US homebuilders, constructing and selling single-family homes and providing related mortgage, title, and insurance services to homebuyers.

3 tracked filer(s) hold this · 0 opened, 2 added, 0 trimmed in 31-MAR-2026

Aggregate 13FScore 55 — mean of 3 scored holder(s) · buyers (new/add) avg 62. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Warren Buffett / Berkshire Hathaway62Added +43%10,099,642$877,052,9110.3%
Warren Buffett / Berkshire Hathaway62Added +31%237,703$19,995,5760.0%
Ancora42Holds (flat)646$56,0990.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

3 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR
2026-01-09Gilbert Cisneros CA31SELL$1,001 - $15,000PTR
2025-12-19Gilbert Cisneros CA31SELL$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

11 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-07-01Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-07-01Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentSELL$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$250,001 - $500,000PTR

Citrini Research coverage report library →

ReportDateStance
#86 — Macro Memo: After the Trump Bump2025-02-25SHORT
#83 — Market Memo: Tariff-ied2025-02-03SHORT

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.