Which hedge funds own LEN/B? LENNAR CORP, Q2 2026 13F holders
17 tracked hedge funds disclosed a position in LEN/B (LENNAR CORP) in their Q2 2026 13F filings, worth $99.1m in total. The largest holder by portfolio weight is Magnolia Group, LLC at 2.7% of its book. 4 opened a new position this quarter: Edgestream Partners, L.P., Point72 Asset Management, L.P., Citadel Advisors LLC, Renaissance Technologies LLC. 4 exited: 683 Capital Management, LLC, Dark Forest Capital Management LP, Mirabella Financial Services LLP.
- 17
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 4
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 4
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $10.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $13.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $99.1m
- Combined value Sum of the holders' reported positions in the security.
- 1.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Magnolia Group, LLC Hedge fund | 2.7% | +32% | added |
| Greenhaven Associates (Edgar Wachenheim) Long-only investor | 0.4% | 0.0% | held |
| Arbiter Partners Capital Management LLC Hedge fund | 0.3% | 0.0% | held |
| Marnell Management LLC Hedge fund | 0.2% | 0.0% | held |
| Edgestream Partners, L.P. Hedge fund | 0.1% | – | new |
| Berkshire Hathaway Investment holding company | 0.01% | +25% | added |
| Trexquant Investment LP Hedge fund | 0.01% | +247% | added |
| Squarepoint Ops LLC Hedge fund | 0.01% | +155% | added |
| Balyasny Asset Management L.P. Hedge fund | 0.01% | +235% | added |
| Point72 Asset Management, L.P. Hedge fund | 0.0% | – | new |
| Millennium Management LLC Hedge fund | 0.0% | +520% | added |
| Citadel Advisors LLC Hedge fund | 0.0% | – | new |
| AQR Capital Management LLC Hedge fund | 0.0% | +83% | added |
| Renaissance Technologies LLC Hedge fund | 0.0% | – | new |
| D. E. Shaw & Co., Inc. Hedge fund | 0.0% | −18% | reduced |
| CVA Family Office, LLC Family office | 0.0% | −17% | reduced |
| Horizon Kinetics (Murray Stahl) Long-only investor | 0.0% | 0.0% | held |
Exited since the previous filing
| 683 Capital Management, LLC | 0.9% | $9.7m |
| Dark Forest Capital Management LP | 0.06% | $673k |
| Mirabella Financial Services LLP | 0.05% | $469k |
| Arrowstreet Capital, Limited Partnership | 0.0% | $2.2m |
Ownership over time
Who discovered LEN/B first? Beta
The run: Q1 2020 → Q3 2024, +498%
| GABELLI & Co INVESTMENT ADVISERS, INC. | Q2 2020 | 0.8% | +2.4 pts |
| Landscape Capital Management, L.L.C. | Q2 2020 | 0.5% | +1.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.