Myriad Asset Management US LP LEN — LENNAR CL A ORD

Ownership history in Myriad Asset Management US LP  ·  4 quarters on record

AI Ownership Summary

Myriad Asset Management US LP reported LENNAR CL A ORD (LEN) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.47% in 2024 Q4. The latest visible filing shows LEN at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Myriad Asset Management US LP's position in LENNAR CL A ORD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LEN was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LEN stock page Myriad Asset Management US LP fund profile Myriad Asset Management US LP full holdings
How Myriad Asset Management US LP held LEN — position size vs. price
% of Fund (quarterly)    LEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,494 +299 +13.6% 0.33% $217K 2026-04-15 $87.97
2025 Q4 REDUCED 74.9% -15.2% ✅ 2,195 -6,541 -74.9% 0.38% $226K 2026-01-20 $114.04
2025 Q3 REDUCED 45.5% -17.2% ✅ 8,736 -7,298 -45.5% 0.60% $1.1M 2025-10-30 $122.93
2024 Q4 INITIATED — — — 16,034 — — 1.47% $2.2M 2025-01-30 $132.19

🏢 Other funds also holding LEN

As of 2026 Q1 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 15.21% Argosy-Lionbridge Management, LLC 9.15% ACR Alpine Capital Research, LLC 3Y 7Y 5.46% Sophron Capital Management L.P. 5.23% Brave Warrior Advisors, LLC 3Y 7Y 5.18% Oakcliff Capital Partners, LP 3Y 7Y 4.52% Asset Management Advisors, LLC 3Y 7Y 3.77% EAGLE CAPITAL MANAGEMENT LLC 3Y 7Y 3.17% Carmel Capital Partners, LLC 3Y 3.08% Smead Capital Management, Inc. 3Y 7Y 3.0%

FAQ About Myriad Asset Management US LP and LEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Myriad Asset Management US LP reported owning LEN?

Myriad Asset Management US LP reported LEN across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported LEN position in Myriad Asset Management US LP's portfolio?

The largest reported portfolio weight for LEN was 1.47% in 2024 Q4.

What is the latest reported LEN position on this page?

The most recent filing on this page is 2026 Q1, when Myriad Asset Management US LP reported 2,494 shares, equal to 0.33% of portfolio, with an estimated market value of $217K.

What does the chart on this LEN ownership page compare?

The chart compares Myriad Asset Management US LP's quarterly LEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Myriad Asset Management US LP time their LEN position?

Based on 13F filing dates vs. subsequent LEN price moves, Myriad Asset Management US LP correctly timed 2 out of 3 reported position changes (67%).

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