GREENHAVEN ASSOCIATES INC

Position in LEN — Lennar Corp /New/

CIK 846222 Purchase, NY

Back to LEN Full portfolio

Position in LEN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,024,010,086

+$70,091,187 QoQ

Shares Held

11,316,279

+2.9% QoQ

Ownership

4.70%

of shares outstanding

% of Portfolio

13.50%

of 13F equity value

Holder Rank

of 949 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 31% Shared 69% None 0%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

GREENHAVEN ASSOCIATES INC holds $3,380,000,880 across 5 Residential Construction names. LEN ranks #1 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	11,316,279	$1,024,010,086
2	TOL	Toll Brothers, Inc.	5,630,109	$927,560,457
3	PHM	Pultegroup Inc/Mi/	5,455,949	$748,610,762
4	DHI	Horton D R Inc /De/	3,505,800	$571,024,704
5	MTH	Meritage Homes CORP	1,297,494	$108,794,871

All Filings in LEN

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,024,010,086	11,316,279	+6.4%	Shares	Sole	2026-07-28
2026-05-01	$967,968,584	10,943,681	—	Shares	Sole	2026-05-04
2026-03-31 LEN-B	$30,624,643	364,059	0.0%	Shares	Sole	2026-04-06
2026-03-31	$923,294,256	10,632,131	+5.3%	Shares	Sole	2026-04-06
2025-12-31 LEN-B	$34,629,292	364,059	0.0%	Shares	Sole	2026-01-07
2025-12-31	$1,037,678,311	10,094,147	+4.6%	Shares	Sole	2026-01-07
2025-09-30 LEN-B	$43,683,439	364,059	0.0%	Shares	Sole	2025-11-04
2025-09-30	$1,216,713,779	9,653,394	+1.7%	Shares	Sole	2025-11-04
2025-06-30 LEN-B	$38,317,209	364,059	0.0%	Shares	Sole	2025-07-08
2025-06-30	$1,050,085,436	9,493,585	+0.6%	Shares	Sole	2025-07-08
2025-03-31 LEN-B	$39,707,915	364,059	0.0%	Shares	Sole	2025-04-02
2025-03-31	$1,083,518,034	9,439,955	+3.0%	Shares	Sole	2025-04-02
2024-12-31 LEN-B	—	364,059	-0.1%	Shares	Sole	2025-01-17
2024-12-31	$1,249,794,412	9,164,735	+0.9%	Shares	Sole	2025-01-17
2024-09-30 LEN-B	—	364,331	-24.5%	Shares	Sole	2024-10-02
2024-09-30	$1,703,665,598	9,087,186	+1.3%	Shares	Sole	2024-10-02
2024-06-30 LEN-B	—	482,750	-6.6%	Shares	Sole	2024-07-15
2024-06-30	$1,344,713,513	8,972,532	+0.4%	Shares	Sole	2024-07-15
2024-03-31 LEN-B	—	516,800	-9.2%	Shares	Sole	2024-04-26
2024-03-31	$1,536,376,274	8,933,457	-1.2%	Shares	Sole	2024-04-26
2023-12-31 LEN-B	—	569,409	+0.1%	Shares	Sole	2024-01-09
2023-12-31	$1,347,725,651	9,042,711	+0.7%	Shares	Sole	2024-01-09
2023-09-30 LEN-B	—	569,024	-0.7%	Shares	Sole	2023-10-03
2023-09-30	$1,008,077,693	8,982,250	-0.9%	Shares	Sole	2023-10-03
2023-06-30 LEN-B	—	573,294	-0.7%	Shares	Sole	2023-07-13
2023-06-30	$1,136,092,038	9,066,250	-0.4%	Shares	Sole	2023-07-13
2023-03-31 LEN-B	—	577,169	-0.4%	Shares	Sole	2023-04-04
2023-03-31	$956,647,098	9,101,388	-1.8%	Shares	Sole	2023-04-04
2022-12-31 LEN-B	—	579,464	+1.6%	Shares	Sole	2023-01-10
2022-12-31	$838,415,924	9,264,265	-0.6%	Shares	Sole	2023-01-10
2022-09-30 LEN-B	—	570,117	-0.8%	Shares	Sole	2022-10-05
2022-09-30	$694,788,976	9,319,777	-0.0%	Shares	Sole	2022-10-05
2022-06-30 LEN-B	—	574,964	+16.2%	Shares	Sole	2022-08-01
2022-06-30	$657,766,665	9,320,767	+24.8%	Shares	Sole	2022-08-01
2022-03-31 LEN-B	—	494,968	+9.7%	Shares	Sole	2022-05-04
2022-03-31	$606,308,549	7,469,610	+3.8%	Shares	Sole	2022-05-04
2021-12-31 LEN-B	—	451,048	-0.4%	Shares	Sole	2022-01-18
2021-12-31	$835,806,450	7,195,302	+2.7%	Shares	Sole	2022-01-18
2021-09-30 LEN-B	—	452,834	-0.3%	Shares	Sole	2021-10-12
2021-09-30	$656,030,976	7,002,894	-0.3%	Shares	Sole	2021-10-12
2021-06-30 LEN-B	—	454,101	-0.4%	Shares	Sole	2021-08-02
2021-06-30	$697,684,185	7,022,487	-0.0%	Shares	Sole	2021-08-02
2021-03-31 LEN-B	—	455,747	+0.0%	Shares	Sole	2021-05-13
2021-03-31	$711,163,021	7,025,222	-6.9%	Shares	Sole	2021-05-13
2020-12-31 LEN-B	—	455,624	-1.7%	Shares	Sole	2021-02-03
2020-12-31	$575,067,289	7,543,842	-0.6%	Shares	Sole	2021-02-03
2020-09-30 LEN-B	—	463,481	-19.4%	Shares	Sole	2020-10-23
2020-09-30	$619,749,293	7,587,525	-19.8%	Shares	Sole	2020-10-23
2020-06-30 LEN-B	—	574,858	—	Shares	Sole	2020-07-31
2020-06-30	$582,918,663	9,459,894	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.