Lennar Corp. 13F holders
Of the 44 funds followed here, 10 reported a position in Lennar Corp. in a 13F for the quarter ended 30 June 2026. The largest: Berkshire Hathaway, 13.1 million shares worth $1.19 billion, 0.4% of its reported book. New this quarter: Bridgewater Associates.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | 13,111,741 | $1.19 billion | 0.4% | +3,012,099 | added | 30 June 2026 | 13F |
| Geode Capital Management | 5,832,989 | $525.8 million | 0.0% | +80,156 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 2,579,915 | $233.5 million | 0.2% | -24,022 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 2,459,776 | $222.6 million | 0.0% | held | 30 June 2026 | 13F | |
| Citadel Advisors | 1,871,692 | $169.4 million | 0.0% | +150,516 | added | 30 June 2026 | 13F |
| FMR LLC | 1,526,107 | $138.1 million | 0.0% | +106,460 | added | 30 June 2026 | 13F |
| Millennium Management | 581,955 | $52.7 million | 0.0% | -192,368 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 322,139 | $29.2 million | 0.0% | -55,100 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 171,500 | $15.5 million | 0.0% | -1,400 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 15,239 | $1.4 million | 0.0% | +15,239 | new | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G | Warren E. Buffett and 9 others | 13.1 million | 6.2% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G | Eagle Capital Management, LLC and 1 other | 10.9 million | 5.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 4 May 2026 | 13G | Greenhaven Associates, Inc. and 1 other | 10.9 million | 5.1% | 1 May 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 15.0 million | 6.9% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 16.9 million | 7.6% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 26 August 2026 | 1,245 | $87.68 | SEC |
| 24 August 2026 | 1,352 | $87.02 | SEC |
| 17 August 2026 | 78 | $86.83 | SEC |
| 10 August 2026 | 1,000 | $88.18 | SEC |
| 6 August 2026 | 973 | $87.88 | SEC |
| 5 August 2026 | 21,460 | $87.02 | SEC |
| 4 August 2026 | 20 | $85.20 | SEC |
| 31 July 2026 | 1,390 | $83.75 | SEC |
| 30 July 2026 | 13,182 | $84.56 | SEC |
| 28 July 2026 | 1,018 | $85.04 | SEC |
| 27 July 2026 | 397 | $84.64 | SEC |
| 17 July 2026 | 1,710 | $86.40 | SEC |
| 15 July 2026 | 4,937 | $83.71 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 21,460 on 5 August 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to LEN by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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