ACR Alpine Capital Research, LLC

Position in LEN — Lennar Corp /New/

CIK 1508822 ST. LOUIS, MO

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$429,216,691

+$60,580,679 QoQ

Shares Held

4,743,250

+11.7% QoQ

Ownership

1.97%

of shares outstanding

% of Portfolio

7.80%

of 13F equity value

Holder Rank

#11

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

ACR Alpine Capital Research, LLC holds $429,216,691 across 1 Residential Construction name. LEN ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LEN	Lennar Corp /New/ This page	4,743,250	$429,216,691

All Filings in LEN

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$429,216,691	4,743,250	+12.6%	Shares	Sole	2026-07-29
2026-03-31 LEN-B	$2,856,293	33,955	+12.5%	Shares	Sole	2026-04-30
2026-03-31	$365,779,719	4,212,111	+31.0%	Shares	Sole	2026-04-30
2025-12-31 LEN-B	$2,871,482	30,188	+4.5%	Shares	Sole	2026-02-05
2025-12-31	$330,509,401	3,215,072	+11.6%	Shares	Sole	2026-02-05
2025-09-30 LEN-B	$3,465,670	28,883	-19.2%	Shares	Sole	2025-10-30
2025-09-30	$362,999,107	2,880,031	-2.6%	Shares	Sole	2025-10-30
2025-06-30 LEN-B	$3,763,844	35,761	+7.2%	Shares	Sole	2025-08-01
2025-06-30	$326,942,475	2,955,813	+10.3%	Shares	Sole	2025-08-01
2025-03-31 LEN-B	$3,637,156	33,347	-13.9%	Shares	Sole	2025-05-06
2025-03-31	$307,603,972	2,679,944	+61.1%	Shares	Sole	2025-05-06
2024-12-31 LEN-B	—	38,723	+0.0%	Shares	Sole	2025-02-06
2024-12-31	$226,827,129	1,663,322	+99.4%	Shares	Sole	2025-02-06
2024-09-30 LEN-B	—	38,710	-37.5%	Shares	Sole	2024-11-04
2024-09-30	$156,381,001	834,121	-26.0%	Shares	Sole	2024-11-04
2024-06-30 LEN-B	—	61,909	+0.4%	Shares	Sole	2024-08-01
2024-06-30	$168,914,447	1,127,073	-0.3%	Shares	Sole	2024-08-01
2024-03-31 LEN-B	—	61,660	-15.3%	Shares	Sole	2024-05-06
2024-03-31	$194,470,727	1,130,775	-28.9%	Shares	Sole	2024-05-06
2023-12-31 LEN-B	—	72,758	+236.5%	Shares	Sole	2024-02-06
2023-12-31	$236,988,205	1,590,098	+422.9%	Shares	Sole	2024-02-06
2023-09-30 LEN-B	—	21,622	-73.7%	Shares	Sole	2023-11-06
2023-09-30	$34,131,492	304,121	-80.9%	Shares	Sole	2023-11-06
2023-06-30 LEN-B	—	82,181	-16.2%	Shares	Sole	2023-07-24
2023-06-30	$199,919,617	1,595,400	-20.6%	Shares	Sole	2023-07-24
2023-03-31 LEN-B	—	98,073	-13.4%	Shares	Sole	2023-04-28
2023-03-31	$211,292,061	2,010,199	-1.8%	Shares	Sole	2023-04-28
2022-12-31 LEN-B	—	113,207	-2.5%	Shares	Sole	2023-02-02
2022-12-31	$185,340,095	2,047,957	-0.1%	Shares	Sole	2023-02-02
2022-09-30 LEN-B	—	116,101	+0.4%	Shares	Sole	2022-10-19
2022-09-30	$152,901,365	2,050,992	-19.3%	Shares	Sole	2022-10-19
2022-06-30 LEN-B	—	115,653	+0.7%	Shares	Sole	2022-07-27
2022-06-30	$179,323,346	2,541,070	—	Shares	Sole	2022-07-27
2022-03-31 LEN-B	—	114,903	+7.7%	Shares	Sole	2022-04-26
2021-12-31 LEN-B	—	106,703	+3.3%	Shares	Sole	2022-01-26
2021-09-30 LEN-B	—	103,255	+4.5%	Shares	Sole	2021-10-22
2021-06-30 LEN-B	—	98,839	+25.9%	Shares	Sole	2021-07-28
2021-03-31 LEN-B	—	78,529	+47.8%	Shares	Sole	2021-04-28
2020-12-31 LEN-B	—	53,114	-0.6%	Shares	Sole	2021-01-22
2020-09-30 LEN-B	—	53,408	-0.4%	Shares	Sole	2020-10-23
2020-06-30 LEN-B	—	53,612	0.0%	Shares	Sole	2020-07-31
2020-03-31 LEN-B	—	53,612	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.