LEN — LENNAR CORP

Ownership history in Transform Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, 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
0.4% (2024 Q3)
Avg. % of fund
0.33%
First filed
2024 Q3
Last filed
2024 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 33,456 +1,244 +3.9% 0.25% $4.6M $129.22
2024 Q3 INITIATED 32,212 — — 0.40% $6.0M $177.16
% 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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