LENNAR CORP (LEN) — Hedge Fund Ownership Q1 2026
LEN
- LENNAR CORP (LEN) is held by 4 of 82 tracked hedge funds, with Greenhaven Associates (15%) and Brave Warrior Advisors (5%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in LEN holdings came from Berkshire Hathaway (+43%) and Greenhaven Associates (+5%), highlighting conviction.
- The biggest decreases in LEN holdings came from Brave Warrior Advisors (-0.1%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to LENNAR CORP (LEN) by +18% vs the prior quarter and +12% 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
|
15.21% | 10.6M | +5.33% | +12.63% | $923.3M | $86.84 | — |
| 2 |
Brave Warrior Advisors Glenn Greenberg
|
5.18% | 2.4M | -0.06% | +10.07% | $209.3M | $86.84 | — |
| 3 |
Oakcliff Capital Partners Bryan Lawrence
|
4.52% | 118K | — | +13.46% | $10.2M | $86.84 | — |
| 4 |
Berkshire Hathaway
|
0.33% | 10.1M | +43.24% | — | $877.1M | $86.84 | — |
| 4 | Total | — | 23.3M | +18.22% | +12.16% | $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.