← Top Holdings

LENLennar Corporation - B SHS (LEN/B)

CUSIP: 526057302

🔥 Bought by 2 superinvestors this quarter

3

Guru Owners

$53.0M

Total Value Held

557,539

Total Shares

$34.6M
0.56%
$17.2M
0.01%
$1.2M
0.05%

📊 Fundamentals

Market Cap$23.4B
P/E Ratio13.7x
Below market avg
Forward P/E12.5x
P/FCF6.8x
EPS (TTM)$6.95
Revenue (TTM)$33.2B
Profit Margin5.39%
Div Yield2.12%
Beta1.49

52-Week Range

$83.03
$144.24

Current: $95.10

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.7x trailing earnings → 12.5x forward · 5.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$16.7M$33.4M$50.2M$66.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $53.0M

No changes

Q3 '253 owners · $66.9M
INCREASEDWarren Buffett$21.7M
Q2 '253 owners · $58.7M
NEWWarren Buffett$19.0M
Q1 '252 owners · $41.1M
NEWEdgar Wachenheim$39.7M
NEWSamantha McLemore$1.4M
SOLDWarren Buffett
Q4 '241 owners · $20.2M

No changes

Q3 '241 owners · $26.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
5%analyst est. 5.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
10.4%current: 10.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LEN: Held by 3 superinvestors · 30 congress member trades

SELLGil CisnerosD
$1,001 - $15,0002026-01-09
SELLGil CisnerosD
$1,001 - $15,0002025-12-19
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
BUYMichael McCaulR
$1,001 - $15,0002025-11-05
SELLMichael McCaulR
$15,001 - $50,0002025-10-27
BUYMichael McCaulR
$1,001 - $15,0002025-10-10
BUYMichael McCaulR
$1,001 - $15,0002025-10-03
SELLMichael McCaulR
$15,001 - $50,0002025-08-21
BUYRo KhannaD
$1,001 - $15,0002025-07-25
BUYVal HoyleD
$1,001 - $15,0002025-06-26
BUYMichael McCaulR
$1,001 - $15,0002025-06-26
SELLRo KhannaD
$1,001 - $15,0002025-06-23
SELLMichael McCaulR
$15,001 - $50,0002025-06-16
BUYGil CisnerosD
$1,001 - $15,0002025-05-30
BUYRo KhannaD
$1,001 - $15,0002025-05-28
BUYRo KhannaD
$1,001 - $15,0002025-05-19
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYJefferson ShreveR
$15,001 - $50,0002025-05-08
SELLRo KhannaD
$1,001 - $15,0002025-04-23
SELLRob BresnahanR
$1,001 - $15,0002025-04-08
LEN Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker