Prescott General Partners LLC — LENNAR CORPORATION - A (LEN) LEN: Quarterly 13F Position History
Prescott General Partners LLC has reported LENNAR CORPORATION - A (LEN) (LEN) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 323,000 shares ($28.0M market value, 2.05% of the equity book). Quarter-over-quarter share count change: + 303,000 (+1515.0%) .
- 323,000Shares Held (Latest Filing)
- $28.0MReported Market Value (Latest Filing)
- 2.05%Portfolio Weight (% of 13F Equity Book)
- +303,000Quarter-over-Quarter Share Change
- +$26.0MQuarter-over-Quarter Value Change
- 323,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 323,000 | +303,000 | +1515.0% | $28.0M | 2.05% | $86.84 |
| Q4 2025 | 20,000 | 0 | — | $2.1M | 0.15% | $102.80 |
| Q3 2025 | 20,000 | — | — | $2.5M | 0.18% | $126.04 |
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 Prescott General Partners LLC first disclose a LEN position in 13F-HR filings?
Prescott General Partners LLC first reported LENNAR CORPORATION - A (LEN) (LEN) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Prescott General Partners LLC's most recent quarter-over-quarter share-count change in LEN?
Between Q4 2025 and Q1 2026, Prescott General Partners LLC added 303,000 shares of LEN (+1515.0%), bringing the total reported position to 323,000 shares at a market value of $28.0M.
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.