Position in LEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,458,842
+$710,270 QoQ
Shares Held
162,990
-0.3% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
9.33%
of 13F equity value
Holder Rank
#114
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Derivatives in LEN
reported options exposure · as of Jun 30, 2026CallValue
$266,130
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GoodHaven Capital Management, LLC holds $17,254,484 across 2 Residential Construction names. LEN ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
162,990 | $14,458,842 | |
| 2 | TOL |
Toll Brothers, Inc.
|
16,969 | $2,795,642 |
All Filings in LEN
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 LEN-B | $14,458,842 | 162,990 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 LEN-B | $266,130 | 3,000 | Call | Sole | 2026-08-10 | |
| 2026-03-31 LEN-B | $252,360 | 3,000 | Call | Sole | 2026-05-12 | |
| 2026-03-31 LEN-B | $13,748,572 | 163,440 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 LEN-B | $14,368,351 | 151,055 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 LEN-B | $2,853 | 30 | Call | Sole | 2026-02-10 | |
| 2025-09-30 LEN-B | $16,637,213 | 138,655 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 LEN-B | $14,593,438 | 138,655 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 LEN-B | $14,580,695 | 133,682 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 LEN-B | — | 106,686 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 LEN-B | — | 106,686 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 LEN-B | — | 106,686 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 LEN-B | — | 102,906 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 LEN-B | — | 102,906 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 LEN-B | — | 103,656 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 LEN-B | — | 101,304 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 LEN-B | — | 101,604 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 LEN-B | — | 101,634 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 LEN-B | — | 98,434 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 LEN-B | — | 98,434 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 LEN-B | — | 93,846 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 LEN-B | — | 86,446 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 LEN-B | — | 86,346 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 LEN-B | — | 84,146 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 LEN-B | — | 84,146 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 LEN-B | — | 84,246 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 LEN-B | — | 84,346 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 LEN-B | — | 84,346 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 LEN-B | — | 84,346 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||