ACR Alpine Capital Research, LLC

Position in LEN — Lennar Corp /New/

CIK 1508822 ST. LOUIS, MO

Position in LEN

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$365,779,719

+$35,270,318 QoQ

Shares Held

4,212,111

+31.0% QoQ

Ownership

1.75%

of shares outstanding

% of Portfolio

6.86%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

ACR Alpine Capital Research, LLC holds $365,779,719 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	4,212,111	$365,779,719

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$365,779,719	4,212,111	+31.0%	Shares	Sole	2026-04-30
2025-12-31	$330,509,401	3,215,072	+11.6%	Shares	Sole	2026-02-05
2025-09-30	$362,999,107	2,880,031	-2.6%	Shares	Sole	2025-10-30
2025-06-30	$326,942,475	2,955,813	+10.3%	Shares	Sole	2025-08-01
2025-03-31	$307,603,972	2,679,944	+61.1%	Shares	Sole	2025-05-06
2024-12-31	$219,580,958	1,663,322	+99.4%	Shares	Sole	2025-02-06
2024-09-30	$151,385,287	834,121	-26.0%	Shares	Sole	2024-11-04
2024-06-30	$163,518,342	1,127,073	-0.3%	Shares	Sole	2024-08-01
2024-03-31	$188,258,206	1,130,775	-28.9%	Shares	Sole	2024-05-06
2023-12-31	$229,417,431	1,590,098	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$173,860,092	1,600,263	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$193,533,027	1,595,400	-20.6%	Shares	Sole	2023-07-24
2023-03-31	$204,542,170	2,010,199	-1.8%	Shares	Sole	2023-04-28
2022-12-31	$179,419,259	2,047,957	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$148,016,810	2,050,992	-19.3%	Shares	Sole	2022-10-19
2022-06-30	$173,594,720	2,541,070	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.