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All holdings

Lennar

LEN, LEN.B (share classes combined)

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
6
In their latest 13F (Q3 2026)
See who
Value held
$1.6bn
Combined value at quarter end
Last quarter
4 bought
1 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q3 ’26 end
$81.59
-9.8% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-27.3%Q4 ’24
-15.8%Q1 ’25
-3.6%Q2 ’25
+13.9%Q3 ’25
-18.4%Q4 ’25
-15.5%Q1 ’26
+4.2%Q2 ’26
-9.8%Q3 ’26
Q4 ’24: -27.3%; Q1 ’25: -15.8%; Q2 ’25: -3.6%; Q3 ’25: +13.9%; Q4 ’25: -18.4%; Q1 ’26: -15.5%; Q2 ’26: +4.2%; Q3 ’26: -9.8%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

5Q4 ’23
5Q1 ’24
5Q2 ’24
5Q3 ’24
5Q4 ’24
6Q1 ’25
6Q2 ’25
6Q3 ’25
6Q4 ’25
6Q1 ’26
6Q2 ’26
1Q3 ’26
Q4 ’23: 5; Q1 ’24: 5; Q2 ’24: 5; Q3 ’24: 5; Q4 ’24: 5; Q1 ’25: 6; Q2 ’25: 6; Q3 ’25: 6; Q4 ’25: 6; Q1 ’26: 6; Q2 ’26: 6; Q3 ’26: 1

Counts the managers on this site whose 13F for that quarter includes Lennar.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Lennar
Brave Warrior Advisors4.7%$215m$215mTrimmed -1.5%18 qtrs
Oakcliff Capital4.0%$10.7m$10.7mUnchanged6 qtrs
Smead Capital Management4.0%$186m$186mAdded +13%41 qtrs
Third Avenue Management2.1%$13.3m$13.3mAdded +4.8%39 qtrs
Berkshire Hathaway0.4%$1.2bn$1.2bnAdded +30%13 qtrs
Horizon Kinetics0.0%$483k$483kAdded +7.4%30 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Lennar
Bought or soldFiling
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought842,753$80.04$67.5mForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought448,113$78.37$35.1mForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought342,553$79.03$27.1mForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought44,300$81.14$3.6mForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought20,200$81.90$1.7mForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought5,135$78.77$404kForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought2,452$77.93$191kForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought2,290$77.12$177kForm 4
2 Oct 2026Berkshire Hathaway INC10% owner▲ Bought299$79.74$24kForm 4
1 Oct 2026Berkshire Hathaway INC10% owner▲ Bought425,869$79.49$33.9mForm 4
1 Oct 2026Berkshire Hathaway INC10% owner▲ Bought186,991$81.46$15.2mForm 4
1 Oct 2026Berkshire Hathaway INC10% owner▲ Bought92,830$80.57$7.5mForm 4
1 Oct 2026Berkshire Hathaway INC10% owner▲ Bought3,802$78.26$298kForm 4
1 Oct 2026Berkshire Hathaway INC10% owner▲ Bought950$79.51$76kForm 4
1 Oct 2026Berkshire Hathaway INC10% owner▲ Bought100$80.00$8kForm 4
30 Sep 2026Berkshire Hathaway INC10% owner▲ Bought638,813$81.59$52.1mForm 4
30 Sep 2026Berkshire Hathaway INC10% owner▲ Bought4,008$79.98$321kForm 4
29 Sep 2026Berkshire Hathaway INC10% owner▲ Bought12,289$81.95$1.0mForm 4
29 Sep 2026Berkshire Hathaway INC10% owner▲ Bought100$80.00$8kForm 4
28 Sep 2026Berkshire Hathaway INC10% owner▲ Bought5,200$81.96$426kForm 4

About the company

Sector
Consumer discretionary · General Bldg Contractors - Residential Bldgs
Incorporated in
Delaware
Financial year ends
30 November
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$5.9bnNov ’13
$9.5bnNov ’15
$13bnNov ’17
$22bnNov ’19
$27bnNov ’21
$34bnNov ’23
$34bnNov ’25
Nov ’13: $5.9bn; Nov ’14: $7.8bn; Nov ’15: $9.5bn; Nov ’16: $11bn; Nov ’17: $13bn; Nov ’18: $21bn; Nov ’19: $22bn; Nov ’20: $22bn; Nov ’21: $27bn; Nov ’22: $34bn; Nov ’23: $34bn; Nov ’24: $35bn; Nov ’25: $34bn
Lennar revenue and net income by year
YearRevenueNet income
Year to Nov 2025$34bn$2.1bn
Year to Nov 2024$35bn$3.9bn
Year to Nov 2023$34bn$3.9bn
Year to Nov 2022$34bn$4.6bn
Year to Nov 2021$27bn$4.4bn
Year to Nov 2020$22bn$2.5bn
Year to Nov 2019$22bn$1.8bn
Year to Nov 2018$21bn$1.7bn
Year to Nov 2017$13bn$810m
Year to Nov 2016$11bn$912m
Year to Nov 2015$9.5bn$803m
Year to Nov 2014$7.8bn$639m
Year to Nov 2013$5.9bn$480m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Lennar, from their latest N-PORT filings.

Funds holding Lennar
Smead Value FundSmead Capital Management3.9%$151m29 May 2026