Oakcliff Capital Partners, LP: LENNAR CORPORATION - A (LEN) (LEN): Quarterly 13F Position History
As of Q1 2026, Oakcliff Capital Partners, LP reported 118,000 shares of LENNAR CORPORATION - A (LEN) (LEN), worth $10.2M and representing 4.5% of its 13F equity book. The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 118,000Shares Held (Latest Filing)
- $10.2MReported Market Value (Latest Filing)
- 4.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$1.9MQuarter-over-Quarter Value Change
- 118,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| 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, not 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 CORPORATION - A (LEN) (LEN) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 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 Q4 2025 and Q1 2026 — 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.