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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.55 B.
Top institutional holders include Warren Buffett and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $341.19 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Mario Gabelli reduced exposure by 51.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Lennar Corporation (LEN)
Major holders include Warren Buffett ($1.19 B), Cliff Asness ($252.9 M), Glenn Greenberg ($214.75 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 19.51 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $341.19 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited LEN. The total reported sell value was $10.82 M.
Yes, 2 managers opened new positions in LEN, and 6 increased their existing holdings. The total reported buy value was $352.01 M.
