Lennar CORP - B Shs (LEN-B) — Who Owns This Stock? 13F Breakdown (Q2 2026)

LEN-B ranks #2391 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

LEN-B is a disclosed holding of Ed Wachenheim (Greenhaven Associates), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.

261 institutions disclose a position in LEN-B, but none treat it as a major bet — even GoodHaven Capital Management, LLC, its most concentrated holder, allocates just 4.6% of its own portfolio to it.

Raymond James Financial Inc has added to its LEN-B position for two straight quarters, increasing it by $15.2M to reach $16.4M today.

Susquehanna International Group, LLP has trimmed its LEN-B position for two straight quarters, cutting it by $3.8M while still holding $395.7K.

LEN-B is down 3.2% today, but institutions show net buying of $80.0M this quarter — a divergence between today's price move and the underlying institutional flow.

LEN-B posted net income of $1.6B over the trailing twelve months.

• Profitable — net income of $1.6B over the trailing twelve months
• Revenue declined 7.4% year over year
• Net income declined year over year, from $3.3B to $1.6B
• Generated $216.8M in positive operating cash flow
• Liabilities run 0.56x equity — within a conventional range