Lennar (LEN) Trades Below Its Own Book Value and Berkshire Keeps Adding. Why?
Lennar Corporation (NYSE:LEN) traded at around $77 on October 6, up 3.77% on the day and 39.05% lower over twelve months.
Lennar Corp W (LEN)
Market is closed
Sector: Consumer Cyclical
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Berkshire Hathaway Warren Buffett | 13,111,741 | $1,186,481,443 | +30% | 0.4% |
| 2. | Greenhaven Associates Edgar Wachenheim | 11,316,279 | $1,024,010,087 | +7% | 11.82% |
| 3. | Eagle Capital Management Boykin Curry | 10,686,983 | $967,065,071 | -2% | 2.95% |
| 4. | AQR Capital Management Cliff Asness | 2,794,821 | $252,903,365 | +32% | 0.09% |
| 5. | Brave Warrior Capital Glenn Greenberg | 2,373,177 | $214,748,787 | -2% | 4.68% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.74 | 299 | $23,842.26 | 568,028 | 2026-10-02 | Filing | |
| $78.77 | 5,135 | $404,483.95 | 567,729 | 2026-10-02 | Filing | |
| $77.93 | 2,452 | $191,084.36 | 562,594 | 2026-10-02 | Filing | |
| $77.12 | 2,290 | $176,604.80 | 560,142 | 2026-10-02 | Filing | |
| $80.00 | 100 | $8,000.00 | 557,852 | 2026-10-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $175.13 | 17,500 | $3,064,775.00 | 23,689 | 2024-10-28 | Filing | |
| $164.88 | 9,176 | $1,512,938.88 | 16,768 | 2024-05-20 | Filing | |
| $170.11 | 10,000 | $1,701,100.00 | 118,629 | 2024-05-15 | Filing | |
| $162.70 | 10,000 | $1,627,000.00 | 128,629 | 2024-05-10 | Filing | |
| $147.73 | 10,000 | $1,477,300.00 | 260,556 | 2023-12-26 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,543 | $1,186,563 | 0.44% | |
| 2. | 8,183 | $667,651 | 0.2% | |
| 3. | 1,300 | $103,987 | 0.01% | |
| 4. | 1,084 | $88,444 | 0.01% | |
| 5. | 691 | $56,379 | 0% |
News See All
The Week That Was, The Week Ahead: Macro and Markets, October 4
U.S. stocks finished Friday higher after a weak September jobs report reinforced signs that the labor market is cooling. The Dow Jones Industrial A...
Berkshire Hathaway Keeps Buying More Lennar Stock, Shares Rise
Shares of Lennar ($LEN) rose 1.1% in extended trading on September 30 after Berkshire Hathaway (BRK.B) continued to add to its position in the home...
Berkshire Buys Additional $136M of Lennar Stock, Raising Stake to 11%
According to a Form 4 SEC filing, Berkshire Hathaway (BRK.B) bought another $136 million worth of Lennar ($LEN) stock, increasing its stake in the ...
Lennar (LEN)’s Q3 Results Show the Cost of Protecting Home Sales
Lennar Corporation (NYSE:LEN) delivered 20,840 homes in its fiscal Q3 ended August. That was within its own guidance of 20,500 to 21,500 deliveries but fell short of Wall Street expectations.
Jim Cramer Wasn't Hopeful About This Major Homebuilding Stock
Cramer has frequently discussed homebuilder Lennar Corporation (NYSE:LEN) over the past couple of months.
Berkshire Hathaway (BRK.B) to Earn Nearly $50 Million in Annual Dividends from Lennar Investment
Berkshire now owns 10% of Lennar.
Lennar Stock Rises as Berkshire Hathaway Buys $212.4M Stake
Lennar ($LEN) stock was up 1.2% in premarket trading after Berkshire Hathaway (BRK.A) disclosed a new $212.38 million purchase in the homebuilder, ...
Jim Cramer Says KB Home (KBH) Could Report Weaker Numbers Like Lennar (LEN)
Jim Cramer expects KB Home (NYSE:KBH) to report another weak quarter, as he said on September 18 during the episode of Mad Money: We've got some earnings of consequence too.
Lennar (LEN) Cuts Delivery Forecast. Can Construction Savings Offset Heavy Incentives?
Lennar Corporation (NYSE:LEN) is building homes faster and more cheaply, but affordability pressures continue to limit profitability.
Hedge Fund Resource Center