Donald Smith & Co's LEN Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 474,735 shares of Lennar Corporation (LEN) worth $38.73 M, representing 0.68% of the portfolio. First purchased in 2026-Q3, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Donald Smith & Co has initiated a new position in LEN, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Donald Smith & Co
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +474,735 | New Buy | 474,735 | $81.59 |
Donald Smith & Co's Lennar Corporation Investment FAQs
Donald Smith & Co first purchased Lennar Corporation (LEN) in Q3 2026, acquiring 474,735 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held Lennar Corporation (LEN) for 1 quarters since Q3 2026.
Donald Smith & Co's largest addition to Lennar Corporation (LEN) was in Q3 2026, adding 474,735 shares worth $38.73 M.
According to the latest 13F filing for Q3 2026, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 474,735 shares of Lennar Corporation (LEN), valued at approximately $38.73 M.
As of the Q3 2026 filing, Lennar Corporation (LEN) represents approximately 0.68% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings.
Donald Smith & Co's peak holding in Lennar Corporation (LEN) was 474,735 shares, as reported at the end of Q3 2026.