GREENHAVEN ASSOCIATES INC: LENNAR CORPORATION - A (LEN) (LEN): Quarterly 13F Position History
As of Q2 2026, GREENHAVEN ASSOCIATES INC reported 11,316,279 shares of LENNAR CORPORATION - A (LEN) (LEN), worth $1.0B and representing 11.8% of its 13F equity book. Quarter-over-quarter share count change: + 684,148 (+6.4%) . The position first appeared in Q2 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 11,316,279Shares Held (Latest Filing)
- $1.0BReported Market Value (Latest Filing)
- 11.8%Portfolio Weight (% of 13F Equity Book)
- +684,148Quarter-over-Quarter Share Change
- +$100.7MQuarter-over-Quarter Value Change
- 11,316,279Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,316,279 | +684,148 | +6.4% | $1.0B | 11.8% | $90.5 |
| Q1 2026 | 10,632,131 | +537,984 | +5.3% | $923.3M | 15.2% | $86.8 |
| Q4 2025 | 10,094,147 | +440,753 | +4.6% | $1.0B | 16.8% | $102.8 |
| Q3 2025 | 9,653,394 | +159,809 | +1.7% | $1.2B | 18.5% | $126.0 |
| Q2 2025 | 9,493,585 | +53,630 | +0.6% | $1.1B | 15.6% | $110.6 |
| Q1 2025 | 9,439,955 | +275,220 | +3.0% | $1.1B | 17.2% | $114.8 |
| Q4 2024 | 9,164,735 | +77,549 | +0.9% | $1.2B | 18.5% | $136.4 |
| Q3 2024 | 9,087,186 | +114,654 | +1.3% | $1.7B | 20.0% | $187.5 |
| Q2 2024 | 8,972,532 | +39,075 | +0.4% | $1.3B | 17.7% | $149.9 |
| Q1 2024 | 8,933,457 | 109,254 | -1.2% | $1.5B | 14.1% | $172.0 |
| Q4 2023 | 9,042,711 | +60,461 | +0.7% | $1.3B | 14.4% | $149.0 |
| Q3 2023 | 8,982,250 | 84,000 | -0.9% | $1.0B | 13.1% | $112.2 |
| Q2 2023 | 9,066,250 | 35,138 | -0.4% | $1.1B | 15.1% | $125.3 |
| Q1 2023 | 9,101,388 | 162,877 | -1.8% | $956.6M | 14.8% | $105.1 |
| Q4 2022 | 9,264,265 | 55,512 | -0.6% | $838.4M | 14.9% | $90.5 |
| Q3 2022 | 9,319,777 | 990 | -0.0% | $694.8M | 14.6% | $74.5 |
| Q2 2022 | 9,320,767 | +1,851,157 | +24.8% | $657.8M | 14.2% | $70.6 |
| Q1 2022 | 7,469,610 | +274,308 | +3.8% | $606.3M | 16.1% | $81.2 |
| Q4 2021 | 7,195,302 | +192,408 | +2.7% | $835.8M | 21.1% | $116.2 |
| Q3 2021 | 7,002,894 | 19,593 | -0.3% | $656.0M | 21.9% | $93.7 |
| Q2 2021 | 7,022,487 | 2,735 | -0.0% | $697.7M | 20.4% | $99.3 |
| Q1 2021 | 7,025,222 | 518,620 | -6.9% | $711.2M | 16.1% | $101.2 |
| Q4 2020 | 7,543,842 | 43,683 | -0.6% | $575.1M | 10.8% | $76.2 |
| Q3 2020 | 7,587,525 | 1,872,369 | -19.8% | $619.7M | 13.6% | $81.7 |
| Q2 2020 | 9,459,894 | 170,896 | -1.8% | $582.9M | 12.9% | $61.6 |
| Q1 2020 | 9,630,790 | +532,818 | +5.9% | $367.9M | 13.7% | $38.2 |
| Q4 2019 | 9,097,972 | 246,127 | -2.6% | $507.6M | 11.3% | $55.8 |
| Q3 2019 | 9,344,099 | +26,384 | +0.3% | $521.9M | 10.6% | $55.9 |
| Q2 2019 | 9,317,715 | 36,570 | -0.4% | $451.5M | 7.9% | $48.5 |
| Q1 2019 | 9,354,285 | +2,794 | +0.0% | $459.2M | 8.2% | $49.1 |
| Q4 2018 | 9,351,491 | +67,032 | +0.7% | $366.1M | 7.1% | $39.1 |
| Q3 2018 | 9,284,459 | +20,272 | +0.2% | $433.5M | 6.7% | $46.7 |
| Q2 2018 | 9,264,187 | +573,448 | +6.6% | $486.4M | 7.3% | $52.5 |
| Q1 2018 | 8,690,739 | +3,243,016 | +59.5% | $512.2M | 8.1% | $58.9 |
| Q4 2017 | 5,447,723 | +22,600 | +0.4% | $344.5M | 5.2% | $63.2 |
| Q3 2017 | 5,425,123 | +4,607 | +0.1% | $286.4M | 4.3% | $52.8 |
| Q2 2017 | 5,420,516 | +46,200 | +0.9% | $289.0M | 4.4% | $53.3 |
| Q1 2017 | 5,374,316 | 19,691 | -0.4% | $275.1M | 4.4% | $51.2 |
| Q4 2016 | 5,394,007 | +334,958 | +6.6% | $231.6M | 3.9% | $42.9 |
| Q3 2016 | 5,059,049 | +261,877 | +5.5% | $214.2M | 4.1% | $42.3 |
| Q2 2016 | 4,797,172 | — | — | $221.2M | 4.3% | $46.1 |
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 GREENHAVEN ASSOCIATES INC first disclose a LEN position in 13F-HR filings?
GREENHAVEN ASSOCIATES INC first reported LENNAR CORPORATION - A (LEN) (LEN) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was GREENHAVEN ASSOCIATES INC's most recent quarter-over-quarter share-count change in LEN?
Between Q1 2026 and Q2 2026, GREENHAVEN ASSOCIATES INC added 684,148 shares of LEN (+6.4%), bringing the total reported position to 11,316,279 shares at a market value of $1.0B.
Does the implied price-per-share represent GREENHAVEN ASSOCIATES INC'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.