Follow-The-Filings

Security

LEN.B

Lennar Corp. · CL B

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

11 owners 1 new 3 exits max 2.0% (Third Avenue Management LLC)

grid → activity →
owners 11
max % 2.0%
tracked value $238M
qoq N 1 A 5 R 2 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Third Avenue Management LLC 2026 Q1 2.0% Reduce -0.61 pp 142,843 $12M hist
Greenhaven Associates Inc. 2026 Q2 stale 0.4% — 364,059 $32M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 0.0% — 12,500 $1M hist
Warren Buffett - Berkshire Hathaway Inc. 2026 Q1 0.0% Add 0.00 pp 237,703 $20M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 1,550,020 $147M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 226,742 $22M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 21,779 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 9,708 $817 hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 8,769 $738 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 8,505 $715 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% New 0.0% 57 $5 hist
Ken Griffin - Citadel Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 5,614 $534 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 4,898 $466 hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,900 $276 hist

11 current · 3 exited last period · 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