Position in LEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,748,786
+$5,460,044 QoQ
Shares Held
2,373,177
-1.5% QoQ
Ownership
0.985%
of shares outstanding
% of Portfolio
4.68%
of 13F equity value
Holder Rank
#23
of 949 holders
Holding Since
Mar 2020
20 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, 2026Brave Warrior Advisors, LLC holds $326,236,562 across 2 Residential Construction names. LEN ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
2,373,177 | $214,748,786 | |
| 2 | DHI |
Horton D R Inc /De/
|
684,478 | $111,487,776 |
All Filings in LEN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,748,786 | 2,373,177 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $209,288,742 | 2,410,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,893,359 | 2,411,414 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $252,773,976 | 2,005,506 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $238,599,817 | 2,157,127 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $251,323,206 | 2,189,608 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $241,973,467 | 1,774,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333,874,126 | 1,780,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,590,734 | 1,585,312 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $174,463,601 | 1,014,441 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $85,186,345 | 571,567 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $113,794,236 | 1,013,938 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $90,613,685 | 723,116 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $91,959,707 | 874,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $79,501,076 | 878,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,939,823 | 897,919 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,335,596 | 812,464 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $58,101,840 | 715,804 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $74,454,521 | 1,208,285 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 LEN-B | — | 9,708 | Shares | Sole | 2020-05-15 | |
| 2020-03-31 | $64,078,678 | 1,677,451 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||