LEN — LENNAR CORP

Ownership history in ELEMENT CAPITAL MANAGEMENT LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which ELEMENT CAPITAL MANAGEMENT LLC reported a position in LENNAR CORP (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
16.55% (2015 Q1)
Avg. % of fund
9.16%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 62,620 -1,016,260 -94.2% 3.08% $6.4M $102.34
2016 Q4 UNCHANGED 1,078,880 — 0% 4.75% $46.3M $37.14
2016 Q3 REDUCED 1,078,880 -12,363 -1.1% 7.69% $45.7M $36.60
2016 Q2 ADDED 1,091,243 +125 +0.0% 7.60% $50.3M $39.81
2016 Q1 ADDED 1,091,118 +12,238 +1.1% 7.83% $52.8M $41.73
2015 Q4 ADDED 1,078,880 +372,680 +52.8% 10.27% $52.8M $42.16
2015 Q3 ADDED 706,200 +1,000 +0.1% 12.30% $34.0M $41.46
2015 Q2 REDUCED 705,200 -1,000 -0.1% 12.80% $36.0M $43.93
2015 Q1 REDUCED 706,200 -270,340 -27.7% 16.55% $36.6M $44.55
2014 Q4 INITIATED 976,540 — — 8.72% $43.8M $38.50
% 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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