LEN
Lennar Corp-a
5 super-investors hold LEN worth a combined $2.05B. The largest position: Greenhaven Associates at 15.2% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 46 — ranked #70 of 724 scored stocks.
Why super-investors own LEN
Greenhaven Associates dominates the cohort's $2.1B combined stake, holding LEN at 15.2% of its portfolio — a $923M position that represents singular conviction in the homebuilder. Warren Buffett added to his $877M position this quarter, the only cohort activity in 2026Q1, bringing his allocation to 0.3% of Berkshire's portfolio. Glenn Greenberg (5.2%) and Bryan Lawrence (4.5%) round out the higher-conviction holders, with Joel Greenblatt carrying a token position. Owner count peaked at five last quarter and has held steady, suggesting the cohort has stabilized after a gradual build from two holders eight quarters ago — neither fading nor accelerating, with Buffett's incremental add the lone signal of continued interest.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- LEN Maintained by Citigroup -- Price Target Lowered to $88.00GuruFocus ·
- Citigroup Adjusts Price Target on Lennar to $88 From $104, Maintains Neutral Ratingmarketscreener.com ·
- Lennar Corp (NYSE: LEN) director granted 17 deferred stock unitsStock Titan ·
- Lennar Corp (NYSE: LEN) director gains RSUs from dividend-linked stock awardStock Titan ·
- Lennar (NYSE: LEN) director awarded new deferred stock units from dividend equivalentsStock Titan ·
- Lennar (LEN) Launches New Communities, Is The Valuation Discount Already Deserved?Yahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 15.2% | 40q | $923M | 10,632,131 |
| 2 | Warren Buffett | 0.3% | 5q | $877M | 10,099,642 |
| 3 | Glenn Greenberg | 5.2% | 25q | $209M | 2,410,050 |
| 4 | Joel Greenblatt | <0.1% | 36q | $33M | 375,076 |
| 5 | Bryan Lawrence | 4.5% | 5q | $10M | 118,000 |
Owners of LEN also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | 0.3% | +43% | $877M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 526057104. Not investment advice.