Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
LEN —
LENNAR CORP
CUSIP: 526057104 · Held by 6 superinvestors · Combined value: $2,244,543,219
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 16.8% | $1,037,678,312 | 10,094,147 | ADD | +440,753 |
| 2 | Warren Buffett | 0.3% | $724,837,660 | 7,050,950 | - | - |
| 3 | Glenn Greenberg | 5.8% | $247,893,359 | 2,411,414 | ADD | +405,908 |
| 4 | Ken Griffin | 0.0% | $170,126,599 | 1,654,928 | REDUCE | -152,835 |
| 5 | Jim Simons | 0.1% | $51,876,889 | 504,639 | NEW BUY | +504,639 |
| 6 | Bryan Lawrence | 5.2% | $12,130,400 | 118,000 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +504,639 | New |
| Glenn Greenberg | ADD | +405,908 | +20.2% |
| Greenhaven Associates | ADD | +440,753 | +4.6% |
| Ken Griffin | REDUCE | -152,835 | -8.5% |
| Stanley Druckenmiller | SOLD | -279,424 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Greenhaven Associates | ADD | +159,809 | +1.7% |
| Stanley Druckenmiller | ADD | +189,524 | +210.8% |
| Warren Buffett | ADD | +1,957 | - |
| Glenn Greenberg | REDUCE | -151,621 | -7.0% |
| Ken Griffin | REDUCE | -254,878 | -12.4% |
| Andreas Halvorsen | SOLD | -2,523,594 | Exit |
| Jim Simons | SOLD | -515,833 | Exit |
| Ray Dalio | SOLD | -238,744 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | SOLD | -625,000 | Exit |
Who Owns LEN? Superinvestor Holdings
LENNAR CORP is held by 6 tracked superinvestors, with a combined position value of $2.2 billion . The largest positions are held by Greenhaven Associates (16.8% of portfolio), Warren Buffett (0.3% of portfolio), Glenn Greenberg (5.8% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.