John Hussman's LEN Position Overview
John Hussman (via Hussman Strategic Advisors, Inc.) currently holds 10,500 shares of Lennar Corporation (LEN) worth $911,820, representing 0.20% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, John Hussman has maintained a strategic position in LEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 20,400 shares. Largest reduction occurred in Q2 2020, reducing 25,750 shares.
Analysis based on 13F filings available since 2013 Q2
John Hussman's Lennar Corporation (LEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lennar Corporation (LEN) Trades by John Hussman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +10,500 | New Buy | 10,500 | $86.84 |
| Q2 2023 | -6,200 | Sold Out | 0 | $0.00 |
| Q1 2023 | +6,200 | New Buy | 6,200 | $105.11 |
| Q3 2022 | -5,200 | Sold Out | 0 | $0.00 |
| Q4 2021 | -4,100 | Reduce 44.09% | 5,200 | $116.15 |
| Q3 2021 | -12,400 | Reduce 57.14% | 9,300 | $93.66 |
| Q2 2021 | +7,300 | Add 50.69% | 21,700 | $99.35 |
| Q1 2021 | -6,000 | Reduce 29.41% | 14,400 | $101.25 |
| Q4 2020 | +20,400 | New Buy | 20,400 | $76.23 |
| Q2 2020 | -25,750 | Sold Out | 0 | $0.00 |
| Q1 2020 | +25,750 | New Buy | 25,750 | $38.21 |
John Hussman's Lennar Corporation Investment FAQs
John Hussman first purchased Lennar Corporation (LEN) in Q1 2020, acquiring 25,750 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Hussman has held Lennar Corporation (LEN) for 13 quarters since Q1 2020.
John Hussman's largest addition to Lennar Corporation (LEN) was in Q1 2020, adding 25,750 shares worth $984,000.
According to the latest 13F filing for Q1 2026, John Hussman's firm, Hussman Strategic Advisors, Inc., owns 10,500 shares of Lennar Corporation (LEN), valued at approximately $911,820.
As of the Q1 2026 filing, Lennar Corporation (LEN) represents approximately 0.20% of John Hussman's publicly disclosed stock portfolio, making it one of their key holdings.
John Hussman's peak holding in Lennar Corporation (LEN) was 25,750 shares, as reported at the end of Q1 2020.