NYSE · Consumer Discretionary

LENNAR CORP LEN

Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.

Homebuilding

Company profile

Business mix

  • It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.
  • The company’s homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land.
  • It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originating and selling securitization commercial mortgage loans.
  • In addition, the company is involved in fund investment activities. It primarily serves first-time, move-up, active adult, and luxury homebuyers.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in residential construction?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 12.95 FCF -0.4% Buyback 5.7%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 3.2% $944.9M 2026-03-31
Berkshire Hathaway Warren Buffett 0.3% $877.1M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 5.2% $209.3M 2026-03-31
Smead Capital Management 3.0% $137.7M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 7 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $264.7M Estimated from net added shares
Reduction amount $460.6M Estimated from net reduced shares
Net share change / base shares -5.1% -1,329,481 / 26,305,853
Berkshire Hathaway Warren Buffett 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 43.2% 13F value change +$152.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,050,950 Last 1 periods +3,048,692 (+43.2%) Total shares 10,099,642 Value $877.1M
Brave Warrior Advisors Glenn Greenberg 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.1% 13F value change -$38.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,411,414 Last 1 periods -1,364 (-0.1%) Total shares 2,410,050 Value $209.3M
Eagle Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.0% 13F value change -$184.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,986,212 Last 1 periods -105,757 (-1.0%) Total shares 10,880,455 Value $944.9M
Smead Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -13.0% 13F value change -$49.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,822,291 Last 1 periods -236,066 (-13.0%) Total shares 1,586,225 Value $137.7M
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$35,219
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 279,424 Last 1 periods -279,424 (-100.0%) Total shares 0 Value $0
Eminence Capital Ricky Sandler 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$125.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 993,224 Last 1 periods -993,224 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$279.1M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 2,523,594 Last 1 periods -2,523,594 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$26.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 238,744 Last 1 periods -238,744 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.