LEN fund manager activity
Lennar Corporation · NYSE. Reported by 28 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Sold out | — | — | 0.00% | Aug 14, 2025 |
| Warren Buffett - Berkshire Hathaway | Added | 7,048,993 | $779,689,116 | 0.30% | Aug 14, 2025 |
| Warren Buffett - Berkshire Hathaway | Added | 180,930 | $19,042,883 | 0.01% | Aug 14, 2025 |
| Glenn Greenberg - Brave Warrior Advisors | Trimmed | 2,157,127 | $238,599,817 | 5.47% | Aug 14, 2025 |
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Aug 14, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | New | 89,900 | $9,944,000 | 0.25% | Aug 15, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 33,414 | $3,695,958 | 0.00% | Aug 13, 2025 |
| Jeremy Grantham - GMO | Trimmed | 233,105 | $25,783,744 | 0.08% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 5,446 | $602,382 | 0.00% | Aug 14, 2025 |
| Greenhaven Associates | Added | 9,493,585 | $1,050,085,437 | 15.6% | Jul 8, 2025 |
| Greenhaven Associates | No change | 364,059 | $38,317,210 | 0.57% | Jul 8, 2025 |
| Bryan Lawrence - Oakcliff Capital | Added | 118,000 | $13,051,980 | 6.52% | Aug 14, 2025 |
| Samantha McLemore - Patient Capital Management | No change | 12,500 | $1,315,625 | 0.06% | Aug 13, 2025 |
| Harry Burn - Sound Shore | Sold out | — | — | 0.00% | Aug 6, 2025 |
| Third Avenue Management | Added | 148,033 | $15,580,473 | 3.21% | Aug 13, 2025 |
| Torray Funds | Added | 129,742 | $13,655,346 | 1.98% | Aug 5, 2025 |
| Viking Global Investors | Added | 2,523,594 | $279,134,732 | 0.81% | Aug 14, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| John Rogers - Ariel Investments | Sold out | — | — | 0.00% | May 15, 2025 |
| Ron Baron - Baron Capital | Trimmed | 184,914 | $21,224,429 | 0.06% | May 15, 2025 |
| Warren Buffett - Berkshire Hathaway | New | 1,929,972 | $221,522,186 | 0.09% | Aug 14, 2025 |
| Warren Buffett - Berkshire Hathaway | Trimmed | 202 | $22,032 | 0.00% | Aug 14, 2025 |
| Glenn Greenberg - Brave Warrior Advisors | Added | 2,189,608 | $251,323,206 | 5.76% | May 15, 2025 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 468,433 | $53,766,740 | 0.82% | May 15, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 68,857 | $7,903,459 | 0.00% | May 14, 2025 |
| Jeremy Grantham - GMO | Added | 296,534 | $34,036,173 | 0.11% | May 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 5,502 | $631,520 | 0.01% | May 15, 2025 |
| Greenhaven Associates | Added | 9,439,955 | $1,083,518,035 | 17.2% | Apr 2, 2025 |
| Greenhaven Associates | No change | 364,059 | $39,707,915 | 0.63% | Apr 2, 2025 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | May 15, 2025 |
| Bryan Lawrence - Oakcliff Capital | New | 104,000 | $11,937,120 | 6.29% | May 15, 2025 |
| Samantha McLemore - Patient Capital Management | No change | 12,500 | $1,363,375 | 0.07% | May 14, 2025 |
| Harry Burn - Sound Shore | Added | 466,752 | $53,573,795 | 1.88% | May 6, 2025 |
| Third Avenue Management | Trimmed | 147,770 | $16,117,274 | 3.23% | May 14, 2025 |
| Torray Funds | No change | 96,859 | $10,564,411 | 1.57% | May 8, 2025 |
| Viking Global Investors | New | 1,351,526 | $155,128,154 | 0.49% | May 15, 2025 |