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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.42 B.
Top institutional holders include Warren Buffett and Glenn Greenberg.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 5.18% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $407.38 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 394.8%. Conversely, Joel Greenblatt reduced exposure by 50.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Lennar Corporation (LEN)
Major holders include Warren Buffett ($877.05 M), Glenn Greenberg ($209.29 M), Cliff Asness ($184.23 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 15.74 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $407.38 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited LEN. The total reported sell value was $12.02 M.
Yes, 1 managers opened new positions in LEN, and 5 increased their existing holdings. The total reported buy value was $419.39 M.
