LEN/B
Lennar Corp - B Shs
4 super-investors hold LEN/B worth a combined $64M. The largest position: Third Avenue Management at 2.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 33 — ranked #265 of 724 scored stocks.
Why super-investors own LEN/B
Ownership of Lennar's Class B shares has been remarkably stable, with the same four managers holding positions across all eight quarters of available data — a pattern suggesting deliberate, long-term holds rather than momentum-driven accumulation. Third Avenue Management carries the highest conviction at 2.0% of its portfolio ($12M), consistent with the firm's historical affinity for asset-heavy real estate companies. Greenhaven Associates holds the largest dollar position at $31M (0.5% of portfolio). The only activity in 2026Q1 was Warren Buffett adding to his existing, negligibly sized position ($20M, effectively rounding-error concentration at Berkshire). With no new entrants, no exits, and no trims, cohort interest in LEN/B is neither rising nor fading — it is simply parked.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 0.5% | 34q | $31M | 364,059 |
| 2 | Warren Buffett | <0.1% | 12q | $20M | 237,703 |
| 3 | Third Avenue Management | 2.0% | 38q | $12M | 142,843 |
| 4 | Samantha McLemore | <0.1% | 16q | $1M | 12,500 |
Owners of LEN/B also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | <0.1% | +31% | $20M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 526057302. Not investment advice.