Joel Greenblatt's LEN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 88,741 shares of Lennar Corporation (LEN) worth $8.03 M, representing 0.02% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in LEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 82,636 shares. Largest reduction occurred in Q1 2026, reducing 6,145 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +82,636 | Add 1353.58% | 88,741 | $90.49 |
| Q1 2026 | -6,145 | Reduce 50.16% | 6,105 | $86.84 |
| Q4 2025 | +6,825 | Add 125.81% | 12,250 | $102.80 |
| Q3 2025 | -21 | Reduce 0.39% | 5,425 | $126.04 |
| Q2 2025 | -56 | Reduce 1.02% | 5,446 | $110.61 |
| Q1 2025 | +301 | Add 5.79% | 5,502 | $114.78 |
| Q4 2024 | +18 | Add 0.35% | 5,201 | $136.37 |
| Q3 2024 | +477 | Add 10.14% | 5,183 | $187.48 |
| Q2 2024 | -33 | Reduce 0.70% | 4,706 | $149.87 |
| Q1 2024 | -6 | Reduce 0.13% | 4,739 | $171.98 |
| Q4 2023 | +584 | Add 14.04% | 4,745 | $149.04 |
| Q3 2023 | -34 | Reduce 0.81% | 4,161 | $112.23 |
| Q2 2023 | -135 | Reduce 3.12% | 4,195 | $125.31 |
| Q1 2023 | -168 | Reduce 3.73% | 4,330 | $105.11 |
| Q4 2022 | -80 | Reduce 1.75% | 4,498 | $90.50 |
| Q3 2022 | -177 | Reduce 3.72% | 4,578 | $74.49 |
| Q2 2022 | +383 | Add 8.76% | 4,755 | $70.66 |
| Q1 2022 | -20 | Reduce 0.46% | 4,372 | $81.20 |
| Q4 2021 | +1,258 | Add 40.14% | 4,392 | $116.12 |
| Q3 2021 | -649 | Reduce 17.16% | 3,134 | $93.81 |
| Q2 2021 | +344 | Add 10.00% | 3,783 | $99.39 |
| Q1 2021 | -2,249 | Reduce 39.54% | 3,439 | $101.19 |
| Q4 2020 | -354 | Reduce 5.86% | 5,688 | $76.30 |
| Q3 2020 | -194 | Reduce 3.11% | 6,042 | $81.76 |
| Q2 2020 | -1,574 | Reduce 20.15% | 6,236 | $61.58 |
| Q1 2020 | -1,953 | Reduce 20.00% | 7,810 | $38.16 |
| Q4 2019 | -869 | Reduce 8.17% | 9,763 | $55.82 |
| Q3 2019 | -1,108 | Reduce 9.44% | 10,632 | $55.87 |
| Q2 2019 | -580 | Reduce 4.71% | 11,740 | $48.47 |
| Q1 2019 | +882 | Add 7.71% | 12,320 | $49.11 |
| Q4 2018 | +1,612 | Add 16.41% | 11,438 | $39.17 |
| Q3 2018 | +1,484 | Add 17.79% | 9,826 | $46.71 |
| Q2 2018 | +3,646 | Add 77.64% | 8,342 | $52.51 |
| Q1 2018 | +1,426 | Add 43.61% | 4,696 | $58.99 |
| Q4 2017 | +3,270 | New Buy | 3,270 | $63.30 |
Joel Greenblatt's Lennar Corporation Investment FAQs
Joel Greenblatt first purchased Lennar Corporation (LEN) in Q4 2017, acquiring 3,270 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Lennar Corporation (LEN) for 35 quarters since Q4 2017.
Joel Greenblatt's largest addition to Lennar Corporation (LEN) was in Q2 2026, adding 88,741 shares worth $8.03 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 88,741 shares of Lennar Corporation (LEN), valued at approximately $8.03 M.
As of the Q2 2026 filing, Lennar Corporation (LEN) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Lennar Corporation (LEN) was 88,741 shares, as reported at the end of Q2 2026.