$LEN is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.46%, with an average of 0.40% of portfolio. Largest holder: ACR Alpine Capital Research, LLC at 5.46%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
LENNAR CORP
13F holders
933
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 933 · Source: 13F-HR01
American Beacon Advisors, Inc.
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02
State Street
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03
Capital International Sarl
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04
Axa S.a.
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05
Account Management LLC
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06
Barrett & Company, Inc.
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07
Brightline Capital Management, LLC
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08
State Farm Mutual Automobile Insurance Co.
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09
Fulcrum Asset Management LLP
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10
ProShare Advisors LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
20 holders · Q1 202601
ACR Alpine Capital Research, LLC
5.46% NEW
α +26.8pts
02
River Road Asset Management, LLC
0.47% held
α +12.9pts
03
Stamos Capital Partners, L.P.
0.38% NEW
α +10.2pts
04
Oxford Asset Management LLP
0.38% held
α +10.3pts
05
Shufro Rose & Co. LLC
0.35% NEW
α +32.3pts
06
Freemont Management S.A.
0.23% NEW
α +20.1pts
07
Aigen Investment Management, LP
0.22% NEW
α +50.5pts
08
WINTON GROUP Ltd
0.18% NEW
α +27.0pts
09
Fiduciary Alliance LLC
0.10% held
α +16.8pts
10
Connor, Clark & Lunn Investment Management Ltd.
0.03% held
α +12.3pts
11
Nisa Investment Advisors, LLC
0.03% held
α +16.6pts
12
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02% held
α +27.5pts
13
Citigroup Inc.
0.02% held
α +26.3pts
14
Quarry LP
0.01% held
α +10.6pts
15
Knightsbridge Asset Management, LLC
0.01% held
α +24.2pts
16
Principal Securities, Inc.
0.01% held
α +21.3pts
17
New Age Alpha Advisors, LLC
0.01% held
α +10.8pts
18
RFG Advisory, LLC
0.00% held
α +16.2pts
19
Wellington Management Group LLP
0.00% held
α +10.5pts
20
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $LEN in the recent window.
Congress trades · last 90 days
35 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $LEN lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $LEN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:19 UTC.