LENNAR CORP

$LEN
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Smart money positioned

23 of the Top-200 alpha managers hold $LEN as of the latest 13F snapshot.

13F holders
933
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

23 holders · Q1 2026

$LEN is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.54%, with an average of 0.21% of portfolio. Largest holder: Blair William & CO at 1.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Blair William & CO
1.54% held
α +11.0pts
02
BIT Capital GmbH
1.17% ↑ +0.9pp
α +18.3pts
03
Interactive Financial Advisors, Inc.
0.70% held
α +15.2pts
04
Scion Asset Management, LLC Michael Burry
0.36% NEW
α +12.7pts
05
Long Island Wealth Management, Inc.
0.25% NEW
α +21.8pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 933 · Source: 13F-HR
01
American Beacon Advisors, Inc.
3.17% of portfolio
10,880,455 sh
02
State Street
0.03% of portfolio
10,104,819 sh
03
Capital International Sarl
0.33% of portfolio
10,099,642 sh
04
Axa S.a.
0.03% of portfolio
10,037,636 sh
05
Account Management LLC
1.54% of portfolio
8,346,077 sh
06
Barrett & Company, Inc.
0.45% of portfolio
5,976,609 sh
07
Brightline Capital Management, LLC
0.02% of portfolio
5,443,200 sh
08
State Farm Mutual Automobile Insurance Co.
0.03% of portfolio
3,703,790 sh
09
Fulcrum Asset Management LLP
2.03% of portfolio
2,662,147 sh
10
ProShare Advisors LLC
0.03% of portfolio
2,623,469 sh
See all 933 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $LEN in the recent window.

Congress trades · last 90 days

36 disclosures · STOCK Act
Gil Cisneros
House · California · Traded Jan 9
SOLD
$LENLennar Corp
$1K–$15K
Feb 13STOCK
Debbie Dingell
House · Michigan · Traded Jan 9
SOLD
$LENLennar Corporation Class A Common
$1K–$15K
Feb 11STOCK
Gil Cisneros
House · California · Traded Dec 19
SOLD
$LENLennar Corp
$1K–$15K
Jan 12STOCK
Gil Cisneros
House · California · Traded Nov 18
BOUGHT
$LENLennar Corp
$1K–$15K
Dec 15STOCK
Michael McCaul
House · Texas · Traded Nov 5
BOUGHT
$LENLennar Corp
$1K–$15K
Dec 9STOCK
Michael McCaul
House · Texas · Traded Oct 27
SOLD
$LENLennar Corp
$15K–$50K
Nov 10STOCK
Michael McCaul
House · Texas · Traded Oct 10
BOUGHT
$LENLennar Corp
$1K–$15K
Nov 10STOCK
Michael McCaul
House · Texas · Traded Oct 3
BOUGHT
$LENLennar Corp
$1K–$15K
Nov 10STOCK
Val Hoyle
House · Oregon · Traded Sep 23
SOLD
$LENLennar Corp
$1K–$15K
Oct 10STOCK
Michael McCaul
House · Texas · Traded Aug 21
SOLD
$LENLennar Corp
$15K–$50K
Sep 12STOCK
See full $LEN Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:26 UTC.