LEN — LENNAR CORP CL A

Ownership history in Davis Capital Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Davis Capital Management reported a position in LENNAR CORP CL A (LEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2020 Q2)
Avg. % of fund
0.03%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2 -473 -99.6% 0.00% $252 $124.95
2020 Q2 UNCHANGED 475 — 0% 0.05% $29K $54.98
2020 Q1 INITIATED 475 — — 0.04% $18K $33.99
% of Fund (quarterly)    LEN price (monthly, adj. close)

Other funds also holding LEN

As of 2025 Q4 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 16.82% Argosy-Lionbridge Management, LLC 10.11% Brave Warrior Advisors, LLC 3Y 7Y 5.81% Oakcliff Capital Partners, LP 3Y 7Y 5.2% ACR Alpine Capital Research, LLC 3Y 7Y 5.15% Asset Management Advisors, LLC 3Y 7Y 4.45% Triveni Capital Investments LP 4.1% Smead Capital Management, Inc. 3Y 7Y 3.89% Palmer Knight Co 3Y 7Y 3.63% Carmel Capital Partners, LLC 3Y 3.61%
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