Prescott General Partners LLC: LENNAR CORP (LEN): Quarterly 13F Position History
As of Q2 2026, Prescott General Partners LLC reported 323,000 shares of LENNAR CORP (LEN), worth $29.2M and representing 1.5% of its 13F equity book. The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 323,000Shares Held (Latest Filing)
- $29.2MReported Market Value (Latest Filing)
- 1.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$1.2MQuarter-over-Quarter Value Change
- 323,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 323,000 | 0 | – | $29.2M | 1.5% | $90.5 |
| Q1 2026 | 323,000 | +303,000 | +1515.0% | $28.0M | 2.1% | $86.8 |
| Q4 2025 | 20,000 | 0 | – | $2.1M | 0.1% | $102.8 |
| Q3 2025 | 20,000 | – | – | $2.5M | 0.2% | $126.0 |
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 Prescott General Partners LLC first disclose a LEN position in 13F-HR filings?
Prescott General Partners LLC first reported LENNAR CORP (LEN) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Prescott General Partners LLC's most recent quarter-over-quarter share-count change in LEN?
Prescott General Partners LLC held the same 323,000 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 Prescott General Partners 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.