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LEN - LENNAR CORP

This page shows which of the focused investors we track hold LEN and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2017 it was held by 5 managers with an aggregate reported value of $1.02B, which is 0.12% of the combined portfolio.

As of Q3 2017, 5 tracked institutional managers held LEN (LENNAR CORP) with an aggregate reported value of $1.02B0.12% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2017
Ticker
LEN

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Viking Global Investors - Viking Global Investors3.25%Add +77.3%9,511,145$502.19M
2Greenhaven Associates - Greenhaven Associates4.30%Add +0.1%5,425,123$286.45M
3Third Avenue Management - Third Avenue Management6.83%Reduce -0.0%2,869,290$151.5M
4Bill Miller - Miller Value Partners3.24%Reduce -7.5%1,427,600$75.38M

Call holders — bullish via leverage

1 manager holds call options on LEN — a right to buy at strike. Notional value, not premium.

1Muhlenkamp - Muhlenkamp-8,100$428K
Loading holder history for LEN