GREENHAVEN ASSOCIATES INC — LENNAR CORPORATION - A (LEN) LEN: Quarterly 13F Position History
GREENHAVEN ASSOCIATES INC has reported LENNAR CORPORATION - A (LEN) (LEN) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 10,632,131 shares ($923.3M market value, 15.21% of the equity book). Quarter-over-quarter share count change: + 537,984 (+5.3%) .
- 10,632,131Shares Held (Latest Filing)
- $923.3MReported Market Value (Latest Filing)
- 15.21%Portfolio Weight (% of 13F Equity Book)
- +537,984Quarter-over-Quarter Share Change
- -$114.4MQuarter-over-Quarter Value Change
- 10,632,131Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 10,632,131 | +537,984 | +5.3% | $923.3M | 15.21% | $86.84 |
| Q4 2025 | 10,094,147 | +440,753 | +4.6% | $1.04B | 16.82% | $102.80 |
| Q3 2025 | 9,653,394 | +159,809 | +1.7% | $1.22B | 18.50% | $126.04 |
| Q2 2025 | 9,493,585 | +53,630 | +0.6% | $1.05B | 15.62% | $110.61 |
| Q1 2025 | 9,439,955 | +275,220 | +3.0% | $1.08B | 17.22% | $114.78 |
| Q4 2024 | 9,164,735 | +77,549 | +0.9% | $1.25B | 18.49% | $136.37 |
| Q3 2024 | 9,087,186 | +114,654 | +1.3% | $1.70B | 19.98% | $187.48 |
| Q2 2024 | 8,972,532 | +39,075 | +0.4% | $1.34B | 17.67% | $149.87 |
| Q1 2024 | 8,933,457 | 109,254 | -1.2% | $1.54B | 14.15% | $171.98 |
| Q4 2023 | 9,042,711 | +60,461 | +0.7% | $1.35B | 14.37% | $149.04 |
| Q3 2023 | 8,982,250 | 84,000 | -0.9% | $1.01B | 13.07% | $112.23 |
| Q2 2023 | 9,066,250 | 35,138 | -0.4% | $1.14B | 15.09% | $125.31 |
| Q1 2023 | 9,101,388 | 162,877 | -1.8% | $956.6M | 14.85% | $105.11 |
| Q4 2022 | 9,264,265 | 55,512 | -0.6% | $838.4M | 14.88% | $90.50 |
| Q3 2022 | 9,319,777 | 990 | -0.0% | $694.8M | 14.62% | $74.55 |
| Q2 2022 | 9,320,767 | +1,851,157 | +24.8% | $657.8M | 14.20% | $70.57 |
| Q1 2022 | 7,469,610 | +274,308 | +3.8% | $606.3M | 16.08% | $81.17 |
| Q4 2021 | 7,195,302 | +192,408 | +2.7% | $835.8M | 21.13% | $116.16 |
| Q3 2021 | 7,002,894 | 19,593 | -0.3% | $656.0M | 21.87% | $93.68 |
| Q2 2021 | 7,022,487 | 2,735 | -0.0% | $697.7M | 20.39% | $99.35 |
| Q1 2021 | 7,025,222 | 518,620 | -6.9% | $711.2M | 16.07% | $101.23 |
| Q4 2020 | 7,543,842 | 43,683 | -0.6% | $575.1M | 10.83% | $76.23 |
| Q3 2020 | 7,587,525 | 1,872,369 | -19.8% | $619.7M | 13.62% | $81.68 |
| Q2 2020 | 9,459,894 | 170,896 | -1.8% | $582.9M | 12.90% | $61.62 |
| Q1 2020 | 9,630,790 | +532,818 | +5.9% | $367.9M | 13.69% | $38.20 |
| Q4 2019 | 9,097,972 | 246,127 | -2.6% | $507.6M | 11.32% | $55.79 |
| Q3 2019 | 9,344,099 | +26,384 | +0.3% | $521.9M | 10.55% | $55.85 |
| Q2 2019 | 9,317,715 | 36,570 | -0.4% | $451.5M | 7.88% | $48.46 |
| Q1 2019 | 9,354,285 | +2,794 | +0.0% | $459.2M | 8.16% | $49.09 |
| Q4 2018 | 9,351,491 | +67,032 | +0.7% | $366.1M | 7.06% | $39.15 |
| Q3 2018 | 9,284,459 | +20,272 | +0.2% | $433.5M | 6.71% | $46.69 |
| Q2 2018 | 9,264,187 | +573,448 | +6.6% | $486.4M | 7.28% | $52.50 |
| Q1 2018 | 8,690,739 | +3,243,016 | +59.5% | $512.2M | 8.06% | $58.94 |
| Q4 2017 | 5,447,723 | +22,600 | +0.4% | $344.5M | 5.20% | $63.24 |
| Q3 2017 | 5,425,123 | +4,607 | +0.1% | $286.4M | 4.30% | $52.80 |
| Q2 2017 | 5,420,516 | +46,200 | +0.9% | $289.0M | 4.37% | $53.32 |
| Q1 2017 | 5,374,316 | 19,691 | -0.4% | $275.1M | 4.37% | $51.19 |
| Q4 2016 | 5,394,007 | +334,958 | +6.6% | $231.6M | 3.91% | $42.93 |
| Q3 2016 | 5,059,049 | +261,877 | +5.5% | $214.2M | 4.09% | $42.34 |
| Q2 2016 | 4,797,172 | — | — | $221.2M | 4.34% | $46.10 |
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 40 reported quarters within Pactolio's tracked window.
What was GREENHAVEN ASSOCIATES INC's most recent quarter-over-quarter share-count change in LEN?
Between Q4 2025 and Q1 2026, GREENHAVEN ASSOCIATES INC added 537,984 shares of LEN (+5.3%), bringing the total reported position to 10,632,131 shares at a market value of $923.3M.
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.