LEN β€” LENNAR

Ownership history in PAYDEN & RYGEL  Β·  8 quarters on record

This page tracks every 13F SEC filing in which PAYDEN & RYGEL reported a position in LENNAR (LEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.98% (2020 Q4)
πŸ“Š Avg. % of fund
0.37%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

PAYDEN & RYGEL Γ— LEN AI Analytics

πŸ“ˆ PAYDEN & RYGEL outperformed the S&P 500 by +34.2% annually on this LEN position. Timing score: 60% (3/5 decisions correct). Average cost basis: $86.61. Maximum drawdown during holding period: –29.8%.

πŸ“ˆ Position Alpha vs SPY
+34.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 34.2% per year on this position.
7 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$86.61
+44.3% vs current ($124.95)

Best entry: $68.36 (2020 Q4)  Β·  Worst: $177.16 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–29.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
83%
buy-side decisions

5 adds Β· 1 trim. Bought during 3 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ PAYDEN & RYGEL has been actively increasing its LEN allocation β€” a bullish signal from insiders.
Currently 0.87% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LEN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 82,900 +29,800 +56.1% 0.87% $10.4M $124.95
2024 Q3 ADDED 53,100 +38,200 +256.4% 0.77% $10.0M $177.16
2022 Q1 ADDED 14,900 +2,000 +15.5% 0.06% $1.2M $73.84
2021 Q4 UNCHANGED 12,900 β€” 0% 0.07% $1.5M $105.26
2021 Q3 UNCHANGED 12,900 β€” 0% 0.06% $1.2M $84.67
2021 Q2 ADDED 12,900 +1,100 +9.3% 0.06% $1.3M $89.57
2021 Q1 REDUCED 11,800 -239,100 -95.3% 0.06% $1.2M $91.04
2020 Q4 INITIATED 250,900 β€” β€” 0.98% $19.1M $68.36

🏒 Other funds also holding LEN

As of 2025 Q4 β€” 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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