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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.13 B.
Top institutional holders include Warren Buffett and Glenn Greenberg.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 5.87% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $390.04 M net outflow during the quarter.
Recent activity highlights Stanley Druckenmiller who increased their stake by 210.8%. Conversely, Manning & Napier Group reduced exposure by 41.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.33% | Add 0.0% | 7,050,950 | $888.7 M | Q3 2025 | |
| 5.87% | Reduce -7.0% | 2,005,506 | $252.77 M | Q3 2025 | |
| 0.04% | Reduce -29.1% | 496,134 | $62.53 M | Q3 2025 | |
| 0.87% | Add 210.8% | 279,424 | $35.22 M | Q3 2025 | |
| 0.08% | Reduce -3.4% | 225,178 | $28.38 M | Q3 2025 | |
| 0.05% | Add 22.8% | 38,808 | $4.89 M | Q3 2025 | |
| 0.06% | Reduce -41.9% | 36,902 | $4.71 M | Q3 2025 | |
| 0.00% | Reduce -27.8% | 24,139 | $3.04 M | Q3 2025 | |
| 0.00% | Reduce -0.4% | 5,425 | $683,767 | Q3 2025 | |
| 0.01% | Reduce -0.9% | 5,260 | $662,970 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Lennar Corporation (LEN)
Major holders include Warren Buffett ($888.7 M), Glenn Greenberg ($252.77 M), Cliff Asness ($62.53 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 10.17 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $390.04 M, with 3 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 5 fully exited LEN. The total reported sell value was $415.09 M.
Yes, 0 managers opened new positions in LEN, and 3 increased their existing holdings. The total reported buy value was $25.04 M.