Follow-The-Filings

Security · featured owners

LEN Lennar Corp.

Consumer Discretionary CL A Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 11.8%
  • $2.4B
  • 3 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 11.8% (Greenhaven Associates) · not free-float ownership

  1. Greenhaven Associates add 11.8%
  2. Glenn Greenberg reduce 4.7%
  3. Bryan Lawrence 4.0%
  4. Warren Buffett add 0.40%
  5. Murray Stahl add 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Warren Buffett - Berkshire Hathaway 2026 Q2 0.40% Add +29.8% 13,111,741 $1.2B history
Greenhaven Associates 2026 Q2 11.8% Add +6.4% 11,316,279 $1B history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 4.7% Reduce −1.5% 2,373,177 $215M history
Bryan Lawrence - Oakcliff Capital Partners 2026 Q2 4.0% Hold 118,000 $11M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Add +7.5% 5,284 $478K history

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 7.01,9.01
8-K 2.02,9.01
8-K 5.02,7.01,9.01
8-K 5.07,9.01
10-Q
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Aug 31, 2026 · 2 forms
4 Period Jul 10, 2026 · 8 forms
4 Period May 29, 2026 · 2 forms
4 Period May 11, 2026
4 Period Apr 22, 2026 · 8 forms
4 Period Apr 8, 2026 · 4 forms

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
Net income $3.94B $3.93B $2.08B
Net margin * 11.5% 11.1% 6.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $39.23B $41.31B $34.43B
Total equity $26.58B $27.87B $21.96B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $5.18B $2.4B $0.217B
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

ownership over time

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