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Fund Update: 434,216 LENNAR (LEN) shares added to Smead Capital Management, Inc. portfolio

Smead Capital Management, Inc. has added 434,216 shares of $LEN to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LEN.

LENNAR Hedge Fund Activity

We have seen 476 institutional investors add shares of LENNAR stock to their portfolio, and 476 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • BERKSHIRE HATHAWAY INC added 3,048,692 shares (+43.2%) to their portfolio in Q1 2026, for an estimated $264,748,413
  • FMR LLC removed 1,792,812 shares (-55.8%) from their portfolio in Q1 2026, for an estimated $155,687,794
  • AQR CAPITAL MANAGEMENT LLC added 1,692,766 shares (+394.8%) to their portfolio in Q1 2026, for an estimated $146,999,799
  • JANE STREET GROUP, LLC removed 1,464,257 shares (-98.2%) from their portfolio in Q1 2026, for an estimated $127,156,077
  • TIDAL INVESTMENTS LLC added 1,224,927 shares (+12277.5%) to their portfolio in Q1 2026, for an estimated $106,372,660
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,100,812 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $95,594,514
  • TWO SIGMA INVESTMENTS, LP added 1,067,658 shares (+69.5%) to their portfolio in Q1 2026, for an estimated $92,715,420

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

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LENNAR Congressional Stock Trading

Members of Congress have traded $LEN stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $LEN stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

LENNAR Price Targets

Multiple analysts have issued price targets for $LEN recently. We have seen 11 analysts offer price targets for $LEN in the last 6 months, with a median target of $86.0.

Here are some recent targets:

  • John Lovallo from UBS set a target price of $94.0 on 06/16/2026
  • Michael Rehaut from JP Morgan set a target price of $77.0 on 06/16/2026
  • Matthew Bouley from Barclays set a target price of $79.0 on 06/15/2026
  • Sam Reid from Wells Fargo set a target price of $90.0 on 06/15/2026
  • Stephen Kim from Evercore ISI Group set a target price of $87.0 on 06/15/2026
  • Rafe Jadrosich from B of A Securities set a target price of $77.0 on 06/15/2026
  • Mike Dahl from RBC Capital set a target price of $85.0 on 06/15/2026

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $LEN ticker page for more data.

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Lennar Corporation (LEN)