Brave Warrior Advisors, LLC — LENNAR CORPORATION - A (LEN) LEN: Quarterly 13F Position History
Brave Warrior Advisors, LLC has reported LENNAR CORPORATION - A (LEN) (LEN) on 31 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2018. As of Q1 2026, the position is sized at 2,410,050 shares ($209.3M market value, 5.18% of the equity book). Quarter-over-quarter share count change: 1,364 (-0.1%) .
- 2,410,050Shares Held (Latest Filing)
- $209.3MReported Market Value (Latest Filing)
- 5.18%Portfolio Weight (% of 13F Equity Book)
- 1,364Quarter-over-Quarter Share Change
- -$38.6MQuarter-over-Quarter Value Change
- 3,637,167Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 31 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,410,050 | 1,364 | -0.1% | $209.3M | 5.18% | $86.84 |
| Q4 2025 | 2,411,414 | +405,908 | +20.2% | $247.9M | 5.81% | $102.80 |
| Q3 2025 | 2,005,506 | 151,621 | -7.0% | $252.8M | 5.87% | $126.04 |
| Q2 2025 | 2,157,127 | 32,481 | -1.5% | $238.6M | 5.47% | $110.61 |
| Q1 2025 | 2,189,608 | +415,218 | +23.4% | $251.3M | 5.76% | $114.78 |
| Q4 2024 | 1,774,390 | 6,462 | -0.4% | $242.0M | 6.02% | $136.37 |
| Q3 2024 | 1,780,852 | +195,540 | +12.3% | $333.9M | 6.93% | $187.48 |
| Q2 2024 | 1,585,312 | +570,871 | +56.3% | $237.6M | 5.27% | $149.87 |
| Q1 2024 | 1,014,441 | +442,874 | +77.5% | $174.5M | 3.65% | $171.98 |
| Q4 2023 | 571,567 | 442,371 | -43.6% | $85.2M | 2.03% | $149.04 |
| Q3 2023 | 1,013,938 | +290,822 | +40.2% | $113.8M | 2.84% | $112.23 |
| Q2 2023 | 723,116 | 151,774 | -17.3% | $90.6M | 2.39% | $125.31 |
| Q1 2023 | 874,890 | 3,575 | -0.4% | $92.0M | 2.84% | $105.11 |
| Q4 2022 | 878,465 | 19,454 | -2.2% | $79.5M | 2.51% | $90.50 |
| Q3 2022 | 897,919 | +85,455 | +10.5% | $66.9M | 2.31% | $74.55 |
| Q2 2022 | 812,464 | +96,660 | +13.5% | $57.3M | 1.97% | $70.57 |
| Q1 2022 | 715,804 | +715,804 | — | $58.1M | 1.71% | $81.17 |
| Q4 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2020 | 0 | 1,208,285 | -100.0% | $0 | 0.00% | — |
| Q2 2020 | 1,208,285 | 469,166 | -28.0% | $74.5M | 3.70% | $61.62 |
| Q1 2020 | 1,677,451 | 692,176 | -29.2% | $64.1M | 3.69% | $38.20 |
| Q4 2019 | 2,369,627 | 145,117 | -5.8% | $132.2M | 6.99% | $55.79 |
| Q3 2019 | 2,514,744 | 859,753 | -25.5% | $140.4M | 7.49% | $55.85 |
| Q2 2019 | 3,374,497 | 262,670 | -7.2% | $163.5M | 8.70% | $48.46 |
| Q1 2019 | 3,637,167 | +213,785 | +6.2% | $178.5M | 8.97% | $49.09 |
| Q4 2018 | 3,423,382 | +1,208,074 | +54.5% | $134.0M | 6.82% | $39.15 |
| Q3 2018 | 2,215,308 | — | — | $103.4M | 4.41% | $46.69 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Brave Warrior Advisors, LLC first disclose a LEN position in 13F-HR filings?
Brave Warrior Advisors, LLC first reported LENNAR CORPORATION - A (LEN) (LEN) on its 13F-HR filing for the period ending 2018-09-30 (Q3 2018). The position has appeared on 31 reported quarters within Pactolio's tracked window.
What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in LEN?
Between Q4 2025 and Q1 2026, Brave Warrior Advisors, LLC reduced its LEN position by 1,364 shares (-0.1%), leaving 2,410,050 shares at a market value of $209.3M.
Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in LEN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.