Which hedge funds own LEN? LENNAR CORP, Q2 2026 13F holders
69 tracked hedge funds disclosed a position in LEN (LENNAR CORP) in their Q2 2026 13F filings, worth $3.7bn in total. The largest holder by portfolio weight is Greenhaven Associates (Edgar Wachenheim) at 11.8% of its book. 13 opened a new position this quarter: FirstWave Capital Management LLC, Voloridge Investment Management, LLC, Quantbot Technologies LP, Freestone Grove Partners LP. 17 exited: Triveni Capital Investments LP, Union Square Park Capital Management, LLC, Occudo Quantitative Strategies LP.
- 69
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $76.5m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $47.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.7bn
- Combined value Sum of the holders' reported positions in the security.
- 5.6%
- 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
Exited since the previous filing
| Triveni Capital Investments LP | 2.4% | $2.5m |
| Union Square Park Capital Management, LLC | 0.6% | $868k |
| Occudo Quantitative Strategies LP | 0.5% | $10.1m |
| Entropy Technologies, LP | 0.3% | $6.9m |
| Fox Run Management, L.L.C. | 0.3% | $1.7m |
| AlphaGrep UK Ltd | 0.2% | $802k |
| Oak Thistle LLC | 0.2% | $2.0m |
| Bayforest Capital Ltd | 0.2% | $148k |
| Y-Intercept (Hong Kong) Ltd | 0.1% | $6.3m |
| Patton Fund Management, Inc. | 0.05% | $295k |
| Mirabella Financial Services LLP | 0.02% | $245k |
| Engineers Gate Manager LP | 0.02% | $1.8m |
| Dark Forest Capital Management LP | 0.02% | $247k |
| Adage Capital Partners GP, L.L.C. | 0.02% | $12.4m |
| Jain Global LLC | 0.01% | $1.1m |
| Parallax Volatility Advisers, L.P. | 0.01% | $243k |
| FNY Investment Advisers, LLC | 0.01% | $24.0k |
Ownership over time
Who discovered LEN first? Beta
The run: Q1 2020 → Q3 2024, +391%
| Basswood Capital Management, L.L.C. | Q1 2019 | 3.5% | +4.4 pts |
| Lodge Hill Capital, LLC | Q1 2020 | 2.5% | +4.0 pts |
| Theleme Partners LLP high conviction | Q1 2020 | 2.6% | +3.1 pts |
| Pin Oak Investment Advisors Inc | Q1 2019 | 1.9% | +1.9 pts |
| Shellback Capital, LP | Q2 2019 | 1.0% | +0.6 pts |
| Land & Buildings Investment Management, LLC high conviction | Q2 2020 | – | −1.3 pts |
| Vision Capital Corp high conviction | Q2 2020 | – | – |
| Stonehill Capital Management LLC | Q1 2020 | 1.3% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.