Sector: consumerreal-estate
Conviction from: S&P
52-week range: 75.70133.76
Lennar is one of the largest US homebuilders, constructing and selling single-family homes and providing related mortgage, title, and insurance services to homebuyers.
2 listed classes/securities ($LEN, $LEN.B) are filed under this issuer; the holder table aggregates all of them.
Securities filed under this name
Each row is a distinct security a 13F manager filed under this issuer name; the title of class is what identifies it. Click a ticker for its own page.
| Ticker | Title of class | CUSIP | Sector | Filers | Value |
|---|
| $LEN S&P | Stock | 526057104 | consumerreal-estate | 4 | $1,245,594,669 |
| $LEN.B | Stock | 526057302 | indexus | 2 | $29,029,017 |
6 tracked filer(s) hold this · 2 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 66 — mean of 6 scored holder(s) · buyers (new/add) avg 64. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Steve Cohen / Point72 | 76 | New buy | 29,118 | $2,583,058 | 0.0% |
| Bridgewater | 56 | New buy | 15,239 | $1,378,977 | 0.0% |
| Warren Buffett / Berkshire Hathaway | 62 | Added +30% | 13,111,741 | $1,186,481,443 | 0.4% |
| Warren Buffett / Berkshire Hathaway | 62 | Added +25% | 298,117 | $26,445,959 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -8% | 466,518 | $42,215,214 | 0.1% |
| Steve Cohen / Point72 | 76 | Trimmed -1% | 171,500 | $15,519,035 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-09-30 | BERKSHIRE HATHAWAY INC | 10%-owner | 660,410 | $53,882,588 | Form 4 |
| 2026-09-25 | BERKSHIRE HATHAWAY INC | 10%-owner | 1,679,700 | $136,382,789 | Form 4 |
3 disclosed trade(s) by 2 filer(s).
16 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-09-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-08-22 | Trump, Donald J President | SELL | $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 | 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 |