LEN/B

Lennar Corp - B Shs

5 super-investor ownerscombined $77Mlargest position 2.1%

1 ADD

5 of the 83 super-investors we track hold LEN/B, worth a combined $77M per their latest 13F filings. The largest position: Third Avenue Management at 2.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 34 of 100 (how strongly the cohort backs it) — ranked #253 of 742 stocks. Conviction rising: 1 more super-investor hold it than in 2026Q1.

Share𝕏 in

Why super-investors own LEN/B

LEN/B is held by 5 super-investors in our cohort, with a combined position value of $77M. The highest-conviction owner is Third Avenue Management at 2.1% of their portfolio. This quarter the cohort registered 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q4 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 6

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Greenhaven Associates	0.4%	35q	$32M	364,059
2	Warren Buffett	<0.1%	13q	$26M	298,117
3	Third Avenue Management	2.1%	39q	$13M	149,658
4	Joel Greenblatt	<0.1%	21q	$4M	40,668
5	Samantha McLemore	<0.1%	17q	$1M	12,500