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LENNAR CORP

LEN

Holders

2

Combined Value

$909.81M

Combined Shares

10,476,881

Current Price

$90.30

52W High

$144.24

vs 52W High

−37.4%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$66.71$113.68$160.64$207.61Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $149.87Q3 2024 · implied price $187.48Q4 2024 · implied price $136.37Q1 2025 · implied price $114.78Q2 2025 · implied price $110.61Q3 2025 · implied price $126.04Q4 2025 · implied price $102.80Q1 2026 · implied price $86.84Jim Simons - Renaissance Technologies · bought 348,933 shares @ ~$149.87 · Q2 2024 (new position)Stephen Mandel - Lone Pine Capital · bought 2,927,654 shares @ ~$187.48 · Q3 2024 (new position)Jim Simons - Renaissance Technologies · sold 348,933 shares @ ~$149.87 · Q3 2024 (sold out)Jim Simons - Renaissance Technologies · bought 637,133 shares @ ~$136.37 · Q4 2024 (new position)Stephen Mandel - Lone Pine Capital · sold 1,209,751 shares @ ~$136.37 · Q4 2024Andreas Halvorsen - Viking Global Investors · bought 1,351,526 shares @ ~$114.78 · Q1 2025 (new position)Jim Simons - Renaissance Technologies · bought 302,200 shares @ ~$114.78 · Q1 2025Stephen Mandel - Lone Pine Capital · sold 1,717,903 shares @ ~$136.37 · Q1 2025 (sold out)Warren Buffett - Berkshire Hathaway · bought 7,048,993 shares @ ~$110.61 · Q2 2025 (new position)Andreas Halvorsen - Viking Global Investors · bought 1,172,068 shares @ ~$110.61 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · bought 89,900 shares @ ~$110.61 · Q2 2025 (new position)Jim Simons - Renaissance Technologies · sold 423,500 shares @ ~$110.61 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · bought 189,524 shares @ ~$126.04 · Q3 2025Warren Buffett - Berkshire Hathaway · bought 1,957 shares @ ~$126.04 · Q3 2025Andreas Halvorsen - Viking Global Investors · sold 2,523,594 shares @ ~$110.61 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · sold 515,833 shares @ ~$110.61 · Q3 2025 (sold out)Jim Simons - Renaissance Technologies · bought 504,639 shares @ ~$102.80 · Q4 2025 (new position)Stanley Druckenmiller - Duquesne Family Office · sold 279,424 shares @ ~$126.04 · Q4 2025 (sold out)Warren Buffett - Berkshire Hathaway · bought 3,048,692 shares @ ~$86.84 · Q1 2026Jim Simons - Renaissance Technologies · sold 127,400 shares @ ~$86.84 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Warren Buffett - Berkshire Hathaway$877.05M0.33%~$103.44−12.7%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$32.76M0.05%~$102.80−12.2%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Warren Buffett - Berkshire HathawayBUY+$264.75M~$86.84
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$11.06M~$86.84
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$51.88M~$102.80
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeSOLD OUT−$35.22M~$126.04
Q3 2025Andreas Halvorsen - Viking Global InvestorsSOLD OUT−$279.13M~$110.61
Q3 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$57.06M~$110.61
Q3 2025Stanley Druckenmiller - Duquesne Family OfficeBUY+$23.89M~$126.04
Q3 2025Warren Buffett - Berkshire HathawayBUY+$246.7K~$126.04
Q2 2025Warren Buffett - Berkshire HathawayNEW BUY+$779.69M~$110.61
Q2 2025Andreas Halvorsen - Viking Global InvestorsBUY+$129.64M~$110.61
Q2 2025Jim Simons - Renaissance TechnologiesSELL−$46.84M~$110.61
Q2 2025Stanley Druckenmiller - Duquesne Family OfficeNEW BUY+$9.94M~$110.61
Q1 2025Stephen Mandel - Lone Pine CapitalSOLD OUT−$234.27M~$136.37
Q1 2025Andreas Halvorsen - Viking Global InvestorsNEW BUY+$155.13M~$114.78
Q1 2025Jim Simons - Renaissance TechnologiesBUY+$34.69M~$114.78
Q4 2024Stephen Mandel - Lone Pine CapitalSELL−$164.97M~$136.37
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$86.89M~$136.37
Q3 2024Stephen Mandel - Lone Pine CapitalNEW BUY+$548.88M~$187.48
Q3 2024Jim Simons - Renaissance TechnologiesSOLD OUT−$52.29M~$149.87
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$52.29M~$149.87

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026210,476,881+38.7%$909.81M$86.84
Q4 202527,555,589+3.1%$776.71M$102.80
Q3 202527,330,374-28.0%$923.92M$126.04
Q2 2025410,178,320+344.3%$1.13B$110.61
Q1 202522,290,859-2.7%$262.94M$114.78
Q4 202422,355,036-19.6%$321.16M$136.37
Q3 202412,927,654+739.0%$548.88M$187.48
Q2 20241348,933$52.29M$149.87