Is Lennar Corporation (LEN) A Good Stock To Buy Now?
Is LEN a good stock to buy? We came across a bearish thesis on Lennar Corporation on Hunterbrook’s Substack. In this article, we will summarize the bears’ thesis on LEN.
Lennar Corp W (LEN)
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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. | Eagle Capital Management Boykin Curry | 10,880,455 | $944,858,753 | -1% | 3.17% |
| 2. | Greenhaven Associates Edgar Wachenheim | 10,632,131 | $923,294,256 | +6% | 15.21% |
| 3. | Berkshire Hathaway Warren Buffett | 10,099,642 | $877,052,911 | +44% | 0.33% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 2,603,937 | $226,125,889 | +285% | 0.18% |
| 5. | Brave Warrior Capital Glenn Greenberg | 2,410,050 | $209,288,742 | -1% | 5.18% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $157.00 | 1,575 | $247,275.00 | 11,859 | 2024-04-10 | Filing | |
| $108.71 | 920 | $100,013.20 | 10,038 | 2023-10-13 | Filing | |
| $117.65 | 859 | $101,061.35 | 8,972 | 2023-08-17 | Filing | |
| $123.06 | 820 | $100,909.20 | 8,113 | 2023-08-15 | Filing | |
| $126.42 | 790 | $99,871.80 | 7,293 | 2023-07-21 | 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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,256,480 | $1,585,392,704 | 0.03% | |
| 2. | 12,947,306 | $1,124,344,053 | 0.02% | |
| 3. | 10,037,636 | $871,668,310 | 0.03% | |
| 4. | 9,526,409 | $827,273,358 | 0.04% | |
| 5. | 8,346,077 | $724,778,532 | 1.52% |
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Operator: Welcome to Lennar's First Quarter Earnings Conference Call. [Operator Instructions] Today's conference is being recorded. If you have any objections, you may disconnect at this time.
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