GREENHAVEN ASSOCIATES INC

Position in LEN — Lennar Corp /New/

CIK 846222 Purchase, NY

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Position in LEN

as of Mar 31, 2026 · filed Apr 6, 2026 Compact

Position Value

$923,294,256

-$114,384,055 QoQ

Shares Held

10,632,131

+5.3% QoQ

Ownership

4.41%

of shares outstanding

% of Portfolio

18.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 30.004935040774043.ToString("F0")% Shared 69.99506495922596.ToString("F0")% None 0.ToString("F0")%

Common Shares in LEN Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

GREENHAVEN ASSOCIATES INC holds $2,921,683,397 across 6 Residential Construction names. LEN ranks #1 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/ This page	10,632,131	$923,294,256
2	TOL	Toll Brothers, Inc.	5,645,309	$770,415,319
3	PHM	Pultegroup Inc/Mi/	5,497,109	$646,514,989
4	DHI	Horton D R Inc /De/	3,466,920	$475,730,762
5	MTH	Meritage Homes CORP	1,454,849	$89,967,862
6	TMHC	Taylor Morrison Home Corp	270,608	$15,760,209

All Filings in LEN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-05-01	$967,968,584	10,943,681	+2.9%	Shares	Sole	2026-05-04
2026-03-31	$923,294,256	10,632,131	+5.3%	Shares	Sole	2026-04-06
2025-12-31	$1,037,678,311	10,094,147	+4.6%	Shares	Sole	2026-01-07
2025-09-30	$1,216,713,779	9,653,394	+1.7%	Shares	Sole	2025-11-04
2025-06-30	$1,050,085,436	9,493,585	+0.6%	Shares	Sole	2025-07-08
2025-03-31	$1,083,518,034	9,439,955	+3.0%	Shares	Sole	2025-04-02
2024-12-31	$1,209,868,743	9,164,735	+0.9%	Shares	Sole	2025-01-17
2024-09-30	$1,649,240,656	9,087,186	+1.3%	Shares	Sole	2024-10-02
2024-06-30	$1,301,755,579	8,972,532	+0.4%	Shares	Sole	2024-07-15
2024-03-31	$1,487,295,522	8,933,457	-1.2%	Shares	Sole	2024-04-26
2023-12-31	$1,304,671,491	9,042,711	+0.7%	Shares	Sole	2024-01-09
2023-09-30	$975,873,856	8,982,250	-0.9%	Shares	Sole	2023-10-03
2023-06-30	$1,099,798,682	9,066,250	-0.4%	Shares	Sole	2023-07-13
2023-03-31	$926,086,252	9,101,388	-1.8%	Shares	Sole	2023-04-04
2022-12-31	$811,632,065	9,264,265	-0.6%	Shares	Sole	2023-01-10
2022-09-30	$672,593,394	9,319,777	-0.0%	Shares	Sole	2022-10-05
2022-06-30	$636,753,790	9,320,767	+24.8%	Shares	Sole	2022-08-01
2022-03-31	$586,939,544	7,469,610	+3.8%	Shares	Sole	2022-05-04
2021-12-31	$809,105,953	7,195,302	+2.7%	Shares	Sole	2022-01-18
2021-09-30	$635,073,549	7,002,894	-0.3%	Shares	Sole	2021-10-12
2021-06-30	$675,396,114	7,022,487	-0.0%	Shares	Sole	2021-08-02
2021-03-31	$688,444,357	7,025,222	-6.9%	Shares	Sole	2021-05-13
2020-12-31	$556,696,311	7,543,842	-0.6%	Shares	Sole	2021-02-03
2020-09-30	$599,950,913	7,587,525	-19.8%	Shares	Sole	2020-10-23
2020-06-30	$564,296,866	9,459,894	-1.8%	Shares	Sole	2020-07-31
2020-03-31	$356,143,724	9,630,790	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.