Oakcliff Capital Partners, LP: LENNAR CORP (LEN): Quarterly 13F Position History
As of Q2 2026, Oakcliff Capital Partners, LP reported 118,000 shares of LENNAR CORP (LEN), worth $10.7M and representing 4.0% of its 13F equity book. The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.
- 118,000Shares Held (Latest Filing)
- $10.7MReported Market Value (Latest Filing)
- 4.0%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$430.7KQuarter-over-Quarter Value Change
- 118,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 118,000 | 0 | – | $10.7M | 4.0% | $90.5 |
| Q1 2026 | 118,000 | 0 | – | $10.2M | 4.5% | $86.8 |
| Q4 2025 | 118,000 | 0 | – | $12.1M | 5.2% | $102.8 |
| Q3 2025 | 118,000 | 0 | – | $14.9M | 6.4% | $126.0 |
| Q2 2025 | 118,000 | +14,000 | +13.5% | $13.1M | 6.5% | $110.6 |
| Q1 2025 | 104,000 | – | – | $11.9M | 6.3% | $114.8 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Oakcliff Capital Partners, LP first disclose a LEN position in 13F-HR filings?
Oakcliff Capital Partners, LP first reported LENNAR CORP (LEN) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.
What was Oakcliff Capital Partners, LP's most recent quarter-over-quarter share-count change in LEN?
Oakcliff Capital Partners, LP held the same 118,000 shares of LEN between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Oakcliff Capital Partners, LP'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.