← Top Holdings

LENLennar Corporation - B SHS (LEN/B)

CUSIP: 526057302

4

Guru Owners

$63.7M

Total Value Held

757,105

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Edgar Wachenheim	Greenhaven Associates	364059	$30.6M	0.50%	$84.12	Q1 2026
Warren Buffett	Berkshire Hathaway	237703	$20.0M	0.01%	$84.12	Q1 2026
Third Avenue Management	Third Avenue Management	142843	$12.0M	1.95%	$84.12	Q1 2026
Samantha McLemore	Patient Capital Management	12500	$1.1M	0.04%	$84.12	Q1 2026

Edgar Wachenheim

$30.6M

0.50%

$20.0M

0.01%

Third Avenue Management

$12.0M

1.95%

Samantha McLemore

$1.1M

0.04%

📊 Fundamentals

Market Cap$20.4B

P/E Ratio13.2x

Below market avg

Forward P/E12.8x

P/FCF18.9x

EPS (TTM)$6.38

Revenue (TTM)$32.7B

Profit Margin4.93%

Div Yield2.31%

Beta1.39

52-Week Range

$81.18

$144.24

Current: $84.48

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 13.2x trailing earnings → 12.8x forward · 4.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $63.7M

INCREASEDWarren Buffett$20.0M

REDUCEDThird Avenue Management$12.0M

Q4 '254 owners · $67.1M

INCREASEDThird Avenue Management$14.1M

Q3 '255 owners · $101.2M

INCREASEDWarren Buffett$21.7M

REDUCEDThird Avenue Management$18.0M

INCREASEDTorray LLC$16.2M

Q2 '255 owners · $87.9M

REDUCEDWarren Buffett$19.0M

INCREASEDThird Avenue Management$15.6M

REDUCEDTorray LLC$13.7M

Q1 '255 owners · $67.8M

NEWEdgar Wachenheim$39.7M

REDUCEDThird Avenue Management$16.1M

NEWSamantha McLemore$1.4M

INCREASEDWarren Buffett$22K

Q4 '243 owners · $54.3M

NEWTorray LLC$12.8M

💰 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

6%analyst est. 5.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.3%current: 3.3%

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 4 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

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-06-26

BUYMichael McCaulR

$1,001 - $15,0002025-06-26

$1,001 - $15,0002025-06-23

SELLMichael McCaulR

$15,001 - $50,0002025-06-16

BUYGil CisnerosD

$1,001 - $15,0002025-05-30

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-05-19

SELLJefferson ShreveR

$15,001 - $50,0002025-05-12

BUYJefferson ShreveR

$15,001 - $50,0002025-05-08

$1,001 - $15,0002025-04-23

SELLRob BresnahanR

$1,001 - $15,0002025-04-08