Follow-The-Filings

Security

LEN

Lennar Corp. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners max 11.8% (Greenhaven Associates Inc.)

grid → activity →
owners 14
rank #277
master % 0.09%
max % 11.8%
tracked value $5B
qoq A 4 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Greenhaven Associates Inc. 2026 Q2 stale 11.8% Add -3.38 pp 11,316,279 $1B hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 5.2% Reduce -0.63 pp 2,410,050 $209M hist
Bryan Lawrence - Oakcliff Capital Partners, LP 2026 Q1 4.5% — 118,000 $10M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 0.3% Add +0.07 pp 10,099,642 $877M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.22 pp 1,536,279 $158M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add 0.00 pp 1,033,239 $90M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.03 pp 377,239 $33M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.01 pp 24,497,589 $2.5B hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 126,667 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 375,076 $33M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 292,323 $25M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 6,105 $530 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Add 0.00 pp 4,914 $427 hist
Ancora Advisors LLC 2026 Q1 0.0% — 646 $56 hist

14 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $34.23B $35.44B $34.19B
Gross profit — — —
Gross margin — — —
Net income $3.94B $3.93B $2.08B
Net margin * 11.5% 11.1% 6.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $39.23B $41.31B $34.43B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $26.58B $27.87B $21.96B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.18B $2.4B $216.81M
Cash from investing -$176.98M -$302.56M $221.57M
Cash from financing -$3.25B -$3.68B -$1.6B
Net change in cash $1.76B -$1.58B -$1.16B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders