LENNAR CORP (LEN) — Hedge Fund Ownership Q4 2025
LEN
- LENNAR CORP (LEN) is held by 4 of 81 tracked hedge funds, with Greenhaven Associates (17%) and Brave Warrior Advisors (6%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in LEN holdings came from Greenhaven Associates (+5%) and Brave Warrior Advisors (+20%), highlighting conviction.
- 1 hedge fund exited LEN.
- Overall, hedge funds increased exposure to LENNAR CORP (LEN) by +3% vs the prior quarter and +14% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Greenhaven Associates Edgar Wachenheim
|
16.82% | 10.1M | +4.57% | +10.14% | $1.04B | $102.80 | — |
| 2 |
Brave Warrior Advisors Glenn Greenberg
|
5.81% | 2.4M | +20.24% | +35.90% | $247.9M | $102.80 | — |
| 3 |
Oakcliff Capital Partners Bryan Lawrence
|
5.20% | 118K | — | — | $12.1M | $102.80 | — |
| 4 |
Berkshire Hathaway
|
0.26% | 7.1M | — | — | $724.8M | $102.80 | — |
| — |
Duquesne Family Office
|
— | — | EXITED | — | — | — | — |
| 4 | Total | — | 19.7M | +2.97% | +14.32% | $2.02B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.