Guru Ownership Trend
Guru Analysis for Lennar Corporation (LEN)
Lennar Corporation (LEN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.05 B.
Top institutional holders include Warren Buffett and Glenn Greenberg.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 5.81% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $82.05 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 125.8%. Conversely, Mario Gabelli reduced exposure by 67.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Lennar Corporation (LEN)
Major holders include Warren Buffett ($724.84 M), Glenn Greenberg ($247.89 M), Renaissance Technologies ($51.88 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 11.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $82.05 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited LEN. The total reported sell value was $49.29 M.
Yes, 2 managers opened new positions in LEN, and 4 increased their existing holdings. The total reported buy value was $131.34 M.
